OSCPA October Lunch + Learn: The Most Overlooked Issue in Estate Planning
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. This program focuses on the most overlooked issue in estate planning being long-term. It focuses on the real threat of long-term care to individuals, thier families and estates and on the five ways to pay for care. It distinguishes Medicaid from Medicare and discusses why individuals having significant assets and net worth can qualify for Medicaid. As part of your OSCPA membership your registration for this event is FREE*.
Live Stream Option: Can't join us in person? Join us virtually by signing up for the live stream option.
Please Note: The OSCPA has updated our Transfer Policy for in-person events. Find more information here
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Prerequisites
None
Objectives
- Recognize the risk of long-term care to individuals and their failure to address the risk
- Understanding meaning of Estate Planning and what it encompasses
- Understanging the ways to pay for long-erm care and how they interact with each other
Preparation
None
Leader(s):
Leader Bios
Michael Riffel, Attorney, Riffel, Riffel & Benham, PLLC
Craig Riffel is a CPA and attorney of Riffel, Riffel & Benham, PLLC, who has offices in Enid, Fairview, Kingfisher and Woodward. He is also development director of Senior Resources & Benefits, LLC. Over the past 30 years, a significant portion of Mr. Riffel’s practice consists of Medicaid, estate planning, and asset protection planning. He teaches continuing education to attorneys on these topics.
Non-Member Price $40
Member Price $0