Total Credits: 2 including 2 Specialized Knowledge - Technical
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.
Important Course Information_Read First (0.47 MB) | Available after Purchase |
Asset Protection Planning and Medicaid Eligibility Handout (11 MB) | Available after Purchase |
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 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, Michigan Association of CPAs, Port Huron Area Estate Planning Council, American Institute of CPAs, and American Academy of Attorney-CPAs.
Wallace is a frequent speaker on estate planning, elder law, business planning, and real estate with 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.
Thu, Apr 06, 2023 - 11:00am to 12:54pm MDT
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CPAs, enrolled agents, trustees, others with fiduciary responsibility
MICPA
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
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
Group Internet Based
Online Registration
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