Life care management entails all kinds of professionals, such as Trustees, medical experts, benefits experts, attorneys, and care managers, getting together and creating a holistic plan for a client's care needs. Louis Peirro will discuss new trends in life care management, and how to set up a stellar plan for clients.

Secure 2.0 allows for charitable remainder beneficiaries for applicable multi-beneficiary trusts. Brian Albee will discuss this new law, how it impacts retirement-account planning, and the new option in the Secure SNT.

Jill Roamer will talk about the new SSA proposed rule that seeks to exclude food from the ISM calculation and how that will affect benefits reporting and eligibility. She will also speak about California's new rule that will abolish the asset limit for long-term care Medicaid eligibility in that state.