What Most Advisors Are Missing About Long Term Care and the Tax Free IRA Strategy

In our industry of estate and elder law planning, timing matters. So does precision. And when it comes to long term care, far too many professionals are working without the full picture.

Our recent webinar, Guaranteed Long Term Care Solutions and the Tax Free IRA Strategy, opened the door to strategies that are rarely discussed outside the highest performing legal and financial practices. These are tools built for real families facing real care challenges. Some are already in crisis. Others are ready to plan ahead. All needing better options.

During the session, we shared how to:

• Cover clients who have been denied coverage elsewhere due to serious health concerns

• Reposition non-qualified assets using annuities structured under the Pension Protection Act

• Create powerful tax free benefits from IRAs that would otherwise be taxed heavily

• Own these solutions inside irrevocable trusts for enhanced protection and control

• Use a simple client survey to uncover cases you might already be sitting on

  
  

We also looked at the unique role attorneys play in designing caregiver agreements and coordinating legal structures that financial advisors cannot. If you want to build a stronger bridge between planning and protection, this is information you need to see.

You can now view the recording of this webinar on our YouTube page. Register now for our September webinar, The Business Side of Elder Law: How to Grow Your Firm Without Losing Your Mind (or Your Weekends) with Audrey Ehrhardt on September 24, 2025 at 12 PM EST. It is your chance to ask questions live, explore client scenarios, and walk away with the knowledge to serve your market more effectively.

Whether you work exclusively with pre-planning clients or often deal with families in crisis, this session will provide new insight about long term care and qualified money. There is an unprecedented wave of planning opportunities, position your practice to meet them.