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May 14, 2019
7:45-9:30AM

FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law

presented by Matthew Gibson, JD

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

Recent Developments in Estate Planning and Elder Law

presented by

Matthew Gibson, JD

Recent Developments In Estate Planning And Elder Law Presentation

The presentation will cover how recent changes to the federal estate tax laws have impacted clients’ estate planning objectives and decisions, common and increasing mistakes made on IRA beneficiary designations, developments regarding VA benefits and Medicaid planning, the continued importance of life insurance in estate planning, and common mistakes made with irrevocable Medicaid trust planning.

The Learning Objective is to alert and educate financial planners regarding legal developments and common legal mistakes or myths that affect their clients.

Tuesday, May 14, 2019The Fawcett Center, 2400 Olentangy River Road - Clinton Room

Attendees

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2019-05-14 07:45:00 2019-05-14 09:30:00 America/Detroit FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law Recent Developments in Estate Planning and Elder Law presented by Matthew Gibson, JD Recent Developments In Estate Planning And Elder Law Presentation The presentation will cover how recent changes to the federal estate tax laws have impacted clients’ estate planning objectives and decisions, common and increasing mistakes made on IRA beneficiary designations, developments regarding VA benefits and Medicaid planning, the continued importance of life insurance in estate planning, and common mistakes made with irrevocable Medicaid trust planning. The Learning Objective is to alert and educate financial planners regarding legal developments and common legal mistakes or myths that affect their clients. Tuesday, May 14, 2019, The Fawcett Center, 2400 Olentangy River Road - Clinton Room Attendees Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210