Members Only Study Group: Medicaid Part II: Stuff you Thought You Never Needed to Know

Apr 21, 2011 01:00pm -
Apr 21, 2011 02:00pm
(GMT-5)

Event Description

Medicaid Part II: Stuff You Thought You Never Needed to Know--The Exceptions, Exemptions
Moderators: David J. Zumpano, CPA, Esq., Estate Planning Law Center & Tom W. McCulloch, Esq., CPA, Weiner & McCulloch, PLLC

Learn how to spot the issues and distinguish Snap Shot Date, the look back date, the penalty period, spend down and transfers and the Estate recovery. Finally figure out what all this “stuff” means to the future of your practice.

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.

 

Sponsored by:


Event Type:Study Group
Category:Study Group
Early registration ends on Mar 30, 2011.
Regular registration starts on Mar 31, 2011 and ends on Jul 18, 2011.
Late registration starts on Jul 19, 2011.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 CPE/MCLE Paying Attendee
Member Fee: $10.00$10.00$10.00
Non-Member Fee: $0.00$0.00$0.00
 Non CPE/MCLE Attendee
Member Fee: $0.00$0.00$0.00
Non-Member Fee: $0.00$0.00$0.00
 
 
 
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