February 8, 2023


Webinar


2 CPE

Asset Protection Planning and Medicaid Eligibility

February 8, 2023
Webinar
2 CPE

Asset Protection Planning and Medicaid Eligibility

  • Instructor

    Matthew
    Wallace

Learning Objectives

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

Major Topics

  • 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

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Update

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, enrolled agents, trustees, others with fiduciary responsibility

Provider

ACPEN

This event has ended.