Breakout Session

Estate Planning for Short Life Expectancys

Level of Complexity: Intermediate

Speaker(s)

• 

  Gary Altman, CFP, JD, LLM (Tax)

  Attorney
  altman & Associates

What do you do when a client tells you that they are likely to die within the next 90 days?. What estate planning tools and documents should be recommended. How can you motivate a client to act. In this session, learn how financial planners can help clients and families through this difficult time by identifying needed estate planning tools and documents, knowing what income and estate tax issues and strategies to use, and selecting and appointing the appropriate person to make the important decisions.

Learning Objectives:

• Recommend estate planning documents and tools needed when a client is terminally ill with shortened life expectancy
• Develop income and estate tax strategies for terminally ill client
• Develop estate plan that meet client's objectives and that will not be subject to challenge