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Final Friday: October 2017

Recorded: October 27, 2017
Presented by Valerie L. Peterson, J.D.

Duration: 30 minutes

Final Friday Update: 30 Days in 30 Minutes is a member webinar ElderCounsel hosts each month to review important news updates in the areas of Medicaid planning, special needs planning and Veterans Pension planning from across the country.

Agenda: 

  1. A look at the current tax proposal – special guest, Jeramie Fortenberry, Director of Education, WealthCounsel
  2. Court-Appointed Guardian Accountability and Senior Protection Act signed into law
  3. Recent fair hearing decision from Massachusetts interpreting an irrevocable trust
  4. Long term care costs continue to rise – a look at the Genworth study

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