Complimentary for Members

October 30, 2024


Live Webcast


NYSED 1

Rockland Chapter: Critical Issues facing Senior Clients Tech Session Webinar

October 30, 2024
Live Webcast
NYSED 1
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    Instructor

    Sara
    Meyers

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Understand the criteria for Medicaid eligibility and most common components of asset protection planning
  • Understand how Medicaid and asset protection planning strategies can benefit their clients

Major Topics

  • **Medicaid Planning:**
  • Eligibility criteria
  • Income
  • Resources
  • Spousal refusal
  • Transfer assets
  • Medicaid crisis plan
  • **Asset Protection Planning:**
  • Powers of Attorney
  • Revocable Trusts
  • Irrevocable/Medicaid Trusts
  • Protecting the homestead
  • **For Medicaid:**
  • Estate recovery/probate assets only
  • Protecting the estate from a Medicaid claim

CPE Credits Available

NYSED 1
1
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's in private practice

Provider

Foundation for Accounting Education

This event has ended.