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23WA-0161: Asset Protection Planning and Medicaid Eligibility (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, April 6, 2023
12:00pm - 1:55pm Central Time
2 CPE (2 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.

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

Learning objective(s)

  • Understand how to protect your client's assets
  • Learn ways to plan ahead for asset preservation and Medicaid qualification

Who should take this program?

CPAs, enrolled agents, trustees, others with fiduciary responsibility

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Update
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.