netFORUM Pro

Members Only Study Group: What Really is Asset Protection?

Aug 25, 2011 03:00pm -

Aug 25, 2011 04:00pm

(GMT-5)

Event Description

What Really is Asset Protection for Taxable and Non Taxable Estates
Moderators: David J. Zumpano, CPA, Esq., Estate Planning Law Center & Tom W. McCulloch, Esq., CPA, Weiner & McCulloch, PLLC

Learn the fundamentals of Asset Protection based on common law. An overview of state specific asset protection rules and strategies and identify additional Medicaid conversations, very simple. Leave with the knowledge and confidence to integrate everything you need to counsel and solve all your client needs in one plan. Arm yourself with standards of Asset Protection and how it will distinguish you in the marketplace.

David J. Zumpano was born and raised in Central New York. He attended LeMoyne College and began his professional career with Price Waterhouse as a staff accountant. He graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twenty fold and is now known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” for hundreds of law firms across the country. Dave’s practice remains focused on estate planning and elder law. He is also a graduate of the Esperti Peterson Institute for Advanced Wealth Strategies. Dave has become a regular speaker and trainer on estate planning, asset protection and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, Elder Law Answers, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors and others He has been featured on many local, regional and national newspaper, TV and radio programs including National Public Radio. In addition to his law firm, Dave is Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS). MPS has educated more than two thousand attorneys all over the United States on Estate, Asset Protection and Medicaid Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid and Asset Protection Planning to clients, which has been implemented by over 500 law firm’s nation wide. Dave also serves as a Business coach to hundreds of attorneys across the country. Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.

Thomas W. McCulloch is Past President and Current Director of the AAA-CPA. He serves as Chair of the Elder Law and Dual Rights Committee. He is a Regent of the College of the American Association of Attorney-CPAs and currently practices elder law, estate planning and probate law in House with the firm of Weiner & McCulloch, PLLC.