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January 30, 2020
8:00AM - 2:00PM ET


February 13, 2020
8:00AM - 2:00PM ET



Course Description

The topic of elder care planning has become relevant and immediate to a rapidly growing number of individuals. Baby boomers are aging and reaching their retirement years; at the same time, senior citizens now live longer and lead more active lives due to improvements in lifestyle and healthcare. Compounding the importance of these issues is the phase-in of the Affordable Health Care Act and the public debate about how entitlement programs are to be maintained. This course discusses the important issues relevant to an aging population. We'll examine the need for a well-considered estate plan, the complexity of the Social Security system, Medicare and Medicaid, the importance of planning in order to secure entitlement benefits, financial retirement considerations, how seniors can use their homes to plan, and much more.


Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser's Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016.

In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, business entities, preparing the audit-proof federal estate tax return, business acquisitions, representing buyers and sellers in sale of a business, dynasty trusts, planning with intentionally defective grantor trusts, estate planning, S corporations, divorce, and many others.

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, Notre Dame Tax and Estate Planning Institute, CCH, National Law Foundation, AICPA, Yale School of Management, University of Chicago Business School, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state CPA societies and estate planning councils, and on behalf of private companies.

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.

Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.

Course Specifics

May 18, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01179-17-O
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1131
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify a number of estate planning alternatives that address personal and financial circumstances and recommend the best plan for their clients.
  • Cite the tax consequences of an estate plan.
  • Identify estate planning issues for estates of varying sizes.
  • Identify planning techniques for the complexities of the Social Security system.
  • Define what the Medicare system does and does not cover.
  • Identify Medicaid planning techniques.
  • List the best ways to minimize tax consequences when leaving retirement plan benefits to heirs.
  • Identify the changes in Social Security rules that limit a number of once-popular planning techniques

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