Retirement, Elder Care, and Post-Mortem Planning

6 Credits: Taxes


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Retirement, Elder Care, and Post-Mortem Planning

Course Level
CPE Credits

6 Credits: Taxes

Course Description

The topics of Retirement, Eldercare and Post-Mortem Planning present a constantly changing set of rules, tax thresholds and concerns about future legislation. This course will address the many planning challenges and opportunities from the perspective of tax, estate, and public benefit planning that confront individuals as they reach their senior years. This course discusses the issues of concern for an aging population. The need for a well-considered estate plan is addressed, along with some of the post-mortem planning decisions that must be considered. 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 program of Medicare is 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 this program. Retirement planning issues are explored, particularly on the distribution planning changes required by the Secure Act, the impact of new life expectancy assumptions and the financial considerations of what must be saved for retirement.

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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
• 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 individuals may receive
• Understand the impact of the Secure Act on retirement plan distribution decisions and how to avoid the traps
• Advise clients as to what must be done with their retirement plans upon attaining age 72 as well as the best ways to minimize tax consequences when leaving retirement plan benefits to their heirs

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Course Specifics

Course ID

General tax preparation for individuals and businesses

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02015-22-I
IRS Federal Tax Update Credits: 6
CFP Provider Number: 3199
CFP Course Number: 304580
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1751
CTEC Federal Tax Update Credits: 6

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

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Meet The Experts

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 …

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