Complimentary for Members

November 18, 2025


Live Webcast


NASBA 2

Rockland Chapter: Utilizing a Trust for your Elder Law & Estate planning needs with Medicaid Home Care Tech Session Webinar

This session was designed for you to explore how trusts can be strategically used for both estate planning and Medicaid planning purposes

November 18, 2025
Live Webcast
NASBA 2
  • View Bio

    Instructor

    Anthony
    Enea

    View Bio
  • View Bio

    Instructor

    Lauren
    Enea

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate the strategic use of trusts in elder law and estate planning to protect assets
  • Navigate Medicaid eligibility requirements for home care
  • Design a comprehensive plan integrating trusts and Medicaid planning to ensure clients can age in place securely

Major Topics

  • Utilizing a Trust for Elder Law and Estate Planning
  • Again in Place with Medicaid Home Care

CPE Credits Available

NASBA 2
2
Specialized Knowledge / Industries (NYSED) (Specialized Knowledge/Industries) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's in private practice

Provider

Foundation for Accounting Education

This event has ended.