Speaker
Trace Brooks

Session Details

Strategic Estate and Tax Planning for Seniors: Insights for the Modern Advisor

Finance & Insurance

Date: Sunday, August 24, 2025
Time: 1:55 pm

With potential shifts in estate planning, individual taxation, and other topics on the horizon, staying informed and prepared is crucial for advisors working with senior clients. This session will focus on equipping Certified Senior Advisors with the tools and insights needed to navigate the complexities of estate and tax planning amidst a changing regulatory landscape. Participants will gain an update on the Tax Cuts and Jobs Act sunset and explore possible changes under the new administration, including their impact on senior-focused planning strategies.

More broadly, key topics will include addressing capacity concerns and long-term care needs, common tax considerations for seniors and their beneficiaries, and strategic approaches to gifting. Attendees will learn how to adapt planning techniques to provide holistic, personalized advice that balances clients’ financial security with their legacy goals.

Through practical examples and actionable insights, this session will empower advisors to confidently guide their clients in making informed decisions, regardless of legislative changes. Whether you’re refining your expertise or seeking to stay ahead of new developments, this session will provide the knowledge and strategies to ensure seniors are well-positioned for the future.

Learning Objectives:

  1. Understand Legislative Changes and Their Implications: Gain a clear understanding of the potential changes to the Tax Cuts and Jobs Act and other legislative proposals, and how these changes may impact senior clients.
  2. Address Unique Senior Planning Challenges: Learn how capacity concerns, long-term care needs, and other senior-specific considerations are incorporated into estate and tax plans to provide holistic and personalized guidance.
  3. Develop Strategic Gifting and Tax Planning Techniques: Explore advanced gifting strategies, tax considerations for seniors and their beneficiaries, and how plans are created that balance tax efficiency, legacy preservation, and financial security.

 

This session is not intended to be a substitute for professional financial advice from a qualified financial advisor.