Asset Protection Planning and Medicaid Eligibility
Total Credits: 2 including 2 Specialized Knowledge - Technical
- Average Rating:
- 23
- Categories:
- Partner Produced
- Faculty:
- Matthew M. Wallace, CPA, JD
- Course Levels:
- Update
- Duration:
- 2 Hours
- License:
Description
Join our speaker for a look at asset protection planning and Medicaid from the CPA perspective and how to assist clients facing a nursing home admission. If your clients would rather have their hard-earned assets go to loved ones rather than a nursing home, this program is for you. We review how to assist clients to preserve and protect their assets in such instance, from asset spend down and gifting, to planning ahead for asset preservation and Medicaid qualification.
Basic Course Information
Learning Objectives- Understand how to protect your client’s assets
- Learn ways to plan ahead for asset preservation and Medicaid qualification
Major Subjects
- How to assist clients in the event of nursing home admission
- Asset protection planning for the event of a nursing home admission
- Medicaid basics and myths of Medicaid eligibility with a nursing home admission
Course Materials
| Important Course Information_Read First (0.47 MB) | Available after Purchase | ||
| Asset Protection Planning and Medicaid Eligibility Handout (11 MB) | Available after Purchase | ||
Faculty
Matthew M. Wallace, CPA, JD Related Seminars and Products
Matthew M. Wallace, CPA, JD is the founder and shareholder of the Wallace Law Firm, P.C. in Port Huron, Michigan. He is an attorney and Certified Public Accountant, limits his law practice to estate planning and elder law, business planning, and real estate. He concentrates on estate planning, including charitable planning, elder law, Medicaid planning, and business succession planning. Mr. Wallace is an active member of and regular presenter to many local, state and national professional organizations, including the Michigan Association of CPAs, National Academy of Elder Law Attorneys, Elder Law and Disability Rights Section and Probate Section of the State Bar of Michigan, Michigan Institute of Continuing Legal Education, National Network of Estate Planning Attorneys, Michigan Forum of Estate Planners LLC, Port Huron Area Estate Planning Council. He is a frequent speaker on estate planning, elder law, business planning, and real estate for community and civic organizations and employers. He is also a former lecturer and adjunct professor of taxation for Walsh College of Accountancy and Business Administration. He has published over 500 articles on estate planning, elder law, and related matters in various publications, including The Times Herald (Port Huron) newspaper, MD News magazine and Savvy magazine.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
CPAs, enrolled agents, trustees, others with fiduciary responsibility
Original Recording Date 05/15/2022
Yellow Book No
Course Developer
MICPA
Date Added to Catalog 05/06/2022
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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