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PRODID:-//hacksw/handcal//NONSGML v1.0//EN
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BEGIN:VEVENT
DTSTART:20211019T163000Z
DTEND:20211019T180000Z
LOCATION:Champaign Country Club
UID:2179320211019T163000ZSocial Security Considerations in Estate Planning
DTSTAMP:20260525T165243Z
DESCRIPTION:\nAbout the Program\n \nThis session considers integrating Social Security retirement benefits into estate planning. Even with the high net worth client, this benefit is an important planning tool because of tax affects and longevity considerations. We will address issues such as how the system’s underfunding factors into projecting benefits, how to avoid the Social Security tax torpedo, retirement income bridging techniques that help defer and maximize retirement benefits, and coordinating OASDI payments with retirement drawdowns. Practical considerations are also included, such as how to help the client file for the benefit, using the benefit to pay for Medicare, and what to do about Social Security at death. \n
SUMMARY:Social Security Considerations in Estate Planning - Eastern Illinois Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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