Learn How to Maximize Social Security, Medicare and Medicaid Benefits for Clients
With the elderly population growing and baby boomers retiring at a record pace, virtually everyone reaching their sixties must be concerned with at least one – if not all – of the three core federal benefits programs for older Americans: Social Security, Medicare and Medicaid. There are many complex rules and requirements involved with each of these programs that practitioners must know.
Presented by noted tax and estate planning practitioner, author and educator, Steven G. Siegel, J.D., LL.M., this two-hour online CPE seminar will provide a practical review of the rules, issues and opportunities related to Social Security, Medicare and Medicaid. Mr. Siegel, an outstanding speaker and presenter, will review eligibility issues, benefits available, tax consequences, strategies to maximize these benefits, and more. Your clients are counting on you to be their proactive trusted advisor. Mr. Siegel will guide you in understanding the requirements, spotting the issues, and avoiding traps for the unwary. And, he'll offer you practical ideas and suggestions for working with your clients on these critical issues.
Speaker: Steven G. Siegel
Program Topics
Mr. Siegel will address the essential elements of each of these programs:
- How one qualifies for coverage and benefits (eligibility issues)
- When are benefits available
- What benefits are available
- How workers are treated
- How spouses are treated – both current and ex-spouses
- Will the benefits provide sufficient support and coverage of expenses
- Taxation of benefits
- Strategies to employ to maximize one's benefits, including:
- Social Security benefits age options; 62, 66, 70
- Social Security strategies: start early, delay benefits, collect and repay
- File and suspend, effect of working once Social Security benefits begin
- Medicare Parts A through D
- Medigap plans
- Medicaid eligibility, exempt assets, community spouse rules
- Medicaid planning for the client's home – 5-year lookback rules
- Income and special needs trusts