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Planning Strategies for an Aging Population (audio download)


By: Valerie L. Peterson, J.D. & Louis W. Pierro, Esq.
Recorded: January 29, 2014


Includes: 6+ hours of MP3 audio file of course, PDF of PowerPoint presentation and PDF of materials.

This essential course provides estate planning attorneys the education and tools needed to effectively serve aging clients and assist them with asset protection of a different type: To prevent assets from being depleted due to the rising costs of care.

Topics Covered:

  • Identifying the Need to Plan Now Rather than Later
  • Packaging and Pricing Your Services
  • Your New Planning Toolkit
  • Designing the Irrevocable Trust to Best Serve Your Client
  • Getting the Word Out

Length: 3 hours per part, 2 parts total