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.
DESIGNED FOR
CPAs, enrolled agents, trustees, others with fiduciary responsibility
BENEFITS
Understand how to protect your client’s assets
Learn ways to plan ahead for asset preservation and Medicaid qualification
HIGHLIGHTS
- Understand how to protect your client’s assets
- Learn ways to plan ahead for asset preservation and Medicaid qualification
COURSE LEVEL
Update
ADDITIONAL NOTES
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.