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February 06, 2020
11:00AM - 5:00PM ET



Course Description

This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed. We examine the complexity of the social security system, particularly as it involves the various choices and planning strategies one has in taking the available benefits. The government entitlement programs of Medicare and Medicaid are reviewed, particularly with an analysis of what is and is not covered, and how planning may increase one's chances of securing the benefits of these programs. We address issues of 'elder abuse' and how it can be avoided. Retirement planning issues are explored, focusing on the financial considerations of what must be saved for retirement, and the complex distribution rules. How a senior citizen can use his or her home in planning is also addressed.


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

Jan 2, 2020

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01472-20-O
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1368
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

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

  • Evaluate a number of estate planning alternatives that address a variety of personal and financial circumstances and recommend the best plan for their clients, including a series of alternatives for handling the equity in their personal residences.
  • Explain the tax consequences of an estate plan, taking into account the exemptions provided by law and the choices that can be made to minimize the tax consequences of death.
  • Analyze estate planning issues for estates of varying sizes.
  • Appreciate the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits.
  • Address what the Medicare system does and does not cover, when to apply for benefits to avoid penalties, and how planning can make a difference in what persons may receive.
  • Review key retirement plan distribution decisions and how to avoid the 'traps'.
  • Describe the Medicaid system and how qualification is attained, as well as gain an appreciation of the various planning techniques that can be used to transfer assets to become Medicaid eligible.
  • Advise clients as to what must be done with their retirement plans upon attaining age 70 1/2, as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs.
  • Consider planning opportunities with a person's residence.

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