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Long-Term Care: Alternatives and Solutions
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Table of Contents
Chapter Synopsis
Introductory Chapter
About the Author
William M. Upson has been a financial advisor and registered principal with an NASD/SIPC member firm since 1982. His primary focus is income and estate planning for his clientele of high net worth individuals, successful professionals, business owners and retirees. He regularly conducts seminars and appears as a featured speaker for government organizations, public companies, charitable groups and professional associations such as: The California CPA Education Foundation; The Society of Financial and Insurance Advisors; Shield Investment Corporation; AmerUs Life; Penn Treaty Corporation; American International Group; Northern California Human Resources Council; Sales and Marketing Association; Board of Realtors, Contra Costa County; State of Washington Association of Insurance and Financial Advisors; The Northern California Regional Financial Planning Conference; The Top of the Table Annual Meeting; and, The National Association of Insurance and Financial Advisors. His topics cover the full range of financially-related subjects, including: Income and estate tax reduction techniques; Business succession planning; Charitable gifting and trusts; Corporate tax planning; and, Tax aspects of long-term care insurance and alternatives. Mr. Upson graduated from the University of Connecticut with a degree in Business Law, and has completed advanced courses at New York University. He is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) awarded by the American College at Bryn Mawr, Pennsylvania. He is past board member of the American Cancer Society, Habit for Humanity, a trustee of the Endowment Fund, and founder of the Eagle Scholarship Fund.
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