Complimentary for Members

On-Demand Self-Study


NYSED 1

Protecting Assets from Costs of Long-Term Care

On-Demand Self-Study
NYSED 1
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    Instructor

    Lauren
    Enea

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Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Learn how to draft a sufficiently broad power of attorney.
  • Gain insights into using a revocable living trust as an effective estate planning tool.
  • Understand the strategies for planning the transfer of a primary residence.

Major Topics

  • How to draft a sufficiently broad power of attorney
  • How to use a revocable living trust as an effective estate planning tool
  • How to plan for the transfer of a primary residence

CPE Credits Available

NYSED 1
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Members who assist clients in long-term care needs.

Provider

Foundation for Accounting Education

Purchase This Course

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