FNPL-110 Estate Planning and Elder Law
This course will explore the complexities of financial planning for later years of life. Course activities will focus on specifics in the field of elder law and estate planning, and will include such items as basic legal concepts of elder law, relocation decisions, long-term care insurance issues, future changes to Maryland tax laws, the challenges of joint ownership, and wills.
Hours Weekly
3 hours weekly
Course Objectives
- 1. Describe basic elder law concepts
- 2. Identify challenges of joint ownership
- 3. List major elements of choosing a beneficiary
- 4. Compare and contrast various types of powers of attorney
- 5. Explain elements of related government programs
- 6. Explore challenges of location/relocation decisions
- 7. Describe types of non-traditional families among the elderly
- 8. Designate the parameters of long term care insurance issues
- 9. Develop a basic will for an elderly person
- 10. Identify relevant estate tax laws and project future Maryland changes
Course Objectives
- 1. Describe basic elder law concepts
- 2. Identify challenges of joint ownership
- 3. List major elements of choosing a beneficiary
- 4. Compare and contrast various types of powers of attorney
- 5. Explain elements of related government programs
- 6. Explore challenges of location/relocation decisions
- 7. Describe types of non-traditional families among the elderly
- 8. Designate the parameters of long term care insurance issues
- 9. Develop a basic will for an elderly person
- 10. Identify relevant estate tax laws and project future Maryland changes