Focus Session: Protection

Monday, June 14
2 p.m. – 3 p.m.

Helping Your Clients Keep the "Gold" in Their Golden Years


Joel Mendler, J.D., LL.M.


Older clients control 70 percent of this nation’s wealth. Mendler discusses special wealth preservation strategies for older clients, including the impact of shorter life expectancies and estate tax reform, options to retain or maintain existing life insurance coverage, retirement plan distribution choices, remarriage issues and the legal tools for preserving client autonomy in the event of incapacity. Also learn how to detect, prevent and report financial exploitation of your older client by scam artists, other professionals, caregivers and family.

Appeal: US
Level: General