Unlock Powerful Tax Strategies
to Protect Your Clients’ Future
Stay Ahead of the Curve in Elder Law Tax Planning
Tax laws are constantly changing, but are you keeping up? Your clients are relying on you to help them secure their financial future while minimizing unnecessary tax burdens. Without the right strategies, they could lose thousands in avoidable taxes and missed opportunities.
Join renowned elder law attorney and tax planning expert, Julieanne Steinbacher, J.D., CELA, LL.M., for an essential update on how to leverage smart tax strategies to protect your clients’ assets, reduce liabilities, and ensure their long-term financial well-being.
What You’ll Gain from This Must-Watch Presentation
- Maximize Tax Benefits with Smart Trust Planning – Discover advanced trust structuring techniques that offer greater flexibility and tax advantages for your clients.
- Leverage Section 121 & Grantor Trusts for Home Sales – Learn how to use these strategies to significantly reduce capital gains taxes when selling a primary residence.
- Unlock Hidden Tax Savings by Claiming a Family Member as a Dependent – Ensure your clients don’t miss out on valuable tax deductions for caregiving and financial support.
- Caregiving Agreements vs. Independent Contracting – Avoid costly mistakes by understanding the tax and legal implications of each approach.
- Smart IRA Withdrawal Strategies – Help clients minimize taxes and optimize their retirement income with properly timed withdrawals.
- And much more!
Don’t Let Your Clients Leave Money on the Table!
This 52-minute session is packed with practical, real-world strategies you can immediately implement to provide exceptional value to your clients and stand out in your practice.
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Tax Planning Update in Elder Law
- Speaker: Julieanne E. Steinbacher
- Duration: 52 minutes
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ABOUT THE SPEAKER
Julieanne E. Steinbacher
CELA, LLM,
Julieanne E. Steinbacher, CELA, LLM, after two decades of dedicated service as a geriatric social worker, Julieanne E. Steinbacher established her own law practice – in her garage – offering superior legal support for seniors since 2002. Specializing in asset protection for long-term healthcare, guardianships, and care management, her firm has expanded to seven offices across Northern and Central Pennsylvania with over 60 professionals, including long-term care planners and elder care navigators. Julieanne is the President and Master Profitability Coach of The Million Dollar Solution– a coaching group that helps attorneys nationwide elevate their practice and profitability through personal, one-to-one…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.