Estate and Long Term Care
     Planning for 2010
Steven Loeb, Esq.


Steven A. Loeb is an attorney at Fein, Such, Kahn & Shepard, P.C., where he practices exclusively
in t...
Steven Loeb, Esq.

                          Evaluating Your Estate Plan
                    What Opportunities Are Availa...
Marc Schnitzer, M.H.A.
Marc Schnitzer is a Director and Community Liaison with Bayada Nurses. Bayada Nurses offers a
full ...
Marc Schnitzer, M.H.A.

                                  Long-Term Care 101

• Definition of Long Term Care

• Candidates...
Aaron Skloff, AIF, CFA, MBA
Mr. Skloff received a Bachelor of Science (BS) degree in accounting from Pennsylvania State
Un...
Aaron Skloff, AIF, CFA, MBA

                           Long Term Care Insurance
                          Protecting Your...
Marc Schnitzer, M.H.A.   Steven Loeb, Esq.   Aaron Skloff, AIF, CFA, MBA
    973-538-3000           973-538-4700          ...
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Estate and Long Term Care Planning for 2010 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Estate and Long Term Care Planning for 2010

Steven Loeb, Esq. - Fein, Such, Kahn & Shepard, P.C.
Evaluating Your Estate Plan - Opportunities in 2010
Overview of the Estate Tax System (2009 to the present and to 2011)
Maximizing Benefits in 2010
Impact of Repeal on Existing Estate Planning Documents

Marc Schnitzer, M.H.A. - Bayada Nurses
Long-Term Care 101
Candidates for Long Term Care
Paying for Care
Providers of Care

Aaron Skloff, AIF, CFA, MBA - Skloff Financial Group
Long Term Care Insurance - Protecting Your Independence
What Long Term Care and Long Term Care Insurance Costs
Understanding Long Term Care Insurance
Avoiding Common Mistakes

Skloff Financial Group
http://www.skloff.com/biography.htm

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Estate and Long Term Care Planning for 2010 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

  1. 1. Estate and Long Term Care Planning for 2010
  2. 2. Steven Loeb, Esq. Steven A. Loeb is an attorney at Fein, Such, Kahn & Shepard, P.C., where he practices exclusively in the areas of estate planning, business planning, tax planning (both domestic and international), estate administrations, corporate spin-offs and divestitures, formations, and estate litigation. Mr. Loeb was a former Clerk to the Honorable Vito L. Bianco of the Tax Court. Mr. Loeb is active before both the United States Tax Court and the New Jersey Division of Taxation. Mr. Loeb serves as Special Tax Appeal Counsel to the Town of Morristown and was most recently appointed Commissioner of the Morristown Housing Authority by Governor Jon Corzine. Mr. Loeb holds a Bachelor's of Arts in Economics from Rutgers University; a Doctor of Jurisprudence Degree from Seton Hall University School of Law; and a Masters of Laws in Taxation from New York University School of Law (NYU). He is a member of the New Jersey State Bar and New York State Bar, as well as member of the United States Tax Court. www.feinsuch.com
  3. 3. Steven Loeb, Esq. Evaluating Your Estate Plan What Opportunities Are Available in 2010? • Benefit of Evaluating your Estate Plan • Is Uncle Same still your Beneficiary? • Overview of the Estate Tax System (from 2009 through the present and into 2011) • Concern for Retroactivity • Application of New Carryover Basis Rules • Maximizing Benefits in 2010 • Impact of Repeal on Existing Estate Planning Documents www.feinsuch.com
  4. 4. Marc Schnitzer, M.H.A. Marc Schnitzer is a Director and Community Liaison with Bayada Nurses. Bayada Nurses offers a full range of home care services, ranging from skilled nursing, to personal care to rehabilitation and therapies for pediatric, adult and geriatric clients. His primary role with the organization is business development and education throughout the state of New Jersey. Marc is also a faculty member with the University of Phoenix Online; facilitating undergraduate courses in the College of Social Sciences; and graduate gerontology courses in the College of Healthcare and Nursing. He is a member of the Faculty Training Team, and is also a Faculty Mentor. Prior to this, Marc was an Account Manager with Partners in Care, a subsidiary of the Visiting Nurse Services of New York. There, he spearheaded a marketing team responsible for promoting high-end private-pay home care services to physicians, hospitals, Skilled Nursing Facilities, consumers, and various referral sources throughout the New York Metropolitan area. Marc has also been involved in the general management of the pre-open and operational stages of two Assisted Living and Alzheimer’s/Dementia communities on Long Island. Marc holds a Bachelor’s Degree from Brandeis University (Waltham, Massachusetts), and a Master’s Degree in Healthcare Administration from Hofstra University (Hempstead, New York). www.bayada.com
  5. 5. Marc Schnitzer, M.H.A. Long-Term Care 101 • Definition of Long Term Care • Candidates for Long Term Care • Understanding Care Needs • Paying for Care • Providers of Care www.bayada.com
  6. 6. Aaron Skloff, AIF, CFA, MBA Mr. Skloff received a Bachelor of Science (BS) degree in accounting from Pennsylvania State University’s Smeal College of Business and Master of Business Administration (MBA) degree in finance from New York University's Stern School of Business. He is a Chartered Financial Analyst (CFA) charterholder, a member of the CFA Institute and an Accredited Investment Fiduciary (AIF). He has taught finance courses through Rutgers University. Mr. Skloff’s equity research reports have been published on the two largest financial research databases, First Call and Multex. During the course of his professional career, he has been cited by Associated Press, BusinessWeek, Dow Jones, Fortune, Princeton Business Journal, Reuters, Wall Street Journal and other news organizations. As a Financial Advisor, he believes that his strongest assets are the relationships he establishes with his clients. Drawing on his 19 years of experience and knowledge, he provides clients with appropriate investment advice and personalized service. He is committed to working closely with his clients to develop an investment plan tailored to their particular needs. The plan includes a thorough understanding of objectives, realistic expectations, and an understanding of the risks and rewards inherent in all investment vehicles selected. www.skloff.com
  7. 7. Aaron Skloff, AIF, CFA, MBA Long Term Care Insurance Protecting Your Independence • What Does Long Term Care Cost? • Will I Need Long Term Care? • Long Term Care Impact on Your Finances • Long Term Care Partnership Programs • Understanding Long Term Care Insurance • Avoiding Common Mistakes • Important Factors on Long Term Care Insurance Companies www.skloff.com
  8. 8. Marc Schnitzer, M.H.A. Steven Loeb, Esq. Aaron Skloff, AIF, CFA, MBA 973-538-3000 973-538-4700 908-464-3060 www.bayada.com www.feinsuch.com www.skloff.com

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