HS 314 Video: Applications in Financial Planning I episodes:

• May 28, 20148-9 - Explain the basics of the Medicare and Medicaid government programs.

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• May 28, 20148-4 - Describe the residential care alternatives for a special needs individual, and describe the factors for choosing among these alternatives.

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• May 28, 20148-13 - Discuss the unique considerations of an ILIT intended to be designed as a third party supplemental needs trust benefitting a special needs family member.

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• May 28, 20148-11 - Describe the methods that might be used to transfer assets from a special needs individual.

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• May 28, 20148-7 - Explain how an individual's disability is established within the rules of the Social Security system.

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• May 28, 20148-5 - Explain the purpose and significance of a letter of intent.

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• May 28, 20147-7 - Explain the nature and purpose of the alternative minimum tax (AMT).

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• May 28, 20147-4 - Describe itemized deductions that may be applicable to families with special needs individuals and the requirements for each.

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• May 28, 20147-6 - Identify the key credits available to families with special needs individuals, and discuss the requirements for their use and the extent of the tax benefit.

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• May 28, 20147-5 - Describe the rules for personal and dependency exemptions, and explain the structure of federal income tax rates.

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