Nationwide Advanced Strategies for High Net Worth Families – Liquidity, Legacy, and LTC Webinar
September 17 @ 1:00 pm – 2:00 pm CDT
Designed for advanced practitioners, this webinar shows how LTC coverage can solve liquidity issues, protect estate plans, and support multi-generational wealth strategies through gifting and trust-based planning.
Attendees will learn:
- How to use cash-indemnity LTC as a “bucket of liquidity” for asset-rich, cash-illiquid clients, so they’re not forced into fire-sale dispositions of real estate or businesses to pay for care.
- Strategies for funding LTC from within ILITs or other trust structures to reduce estate taxes, tighten the estate plan, and potentially accelerate charitable gifts with current-year tax deductions.
- Practical approaches for gifting LTC coverage to parents or adult children (single-premium or multi-pay structures) to sustain generational wealth and align with annual gift-tax exclusions.
