Skip to main content
Not Found
Live Webcast Replay

Asset Protection Planning and Medicaid Eligibility


Total Credits: 2 including 2 Specialized Knowledge - Technical

Average Rating:
   8
Category:
Partner Produced
Speaker:
Matthew M. Wallace, CPA, JD
Course Levels:
Update
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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

Speaker

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 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.


Dates

Mon, Sep 12, 2022 - 10:00am to 11:54am CDT
Fri, Oct 21, 2022 - 11:00am to 12:54pm CDT
Wed, Nov 02, 2022 - 09:00am to 10:54am CDT
Sat, Dec 10, 2022 - 10:30am to 12:24pm CST
Fri, Jan 13, 2023 - 05:00pm to 06:54pm CST
Wed, Feb 08, 2023 - 08:00am to 09:54am CST
Fri, Mar 03, 2023 - 04:00pm to 05:54pm CST
Thu, Apr 06, 2023 - 12:00pm to 01:54pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced 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 Policy

Please 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.


Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 8

Please wait ...

Back to Top