Come prepared for a lively and informative presentation!
Continental breakfast will be served
Professionals will gain a working understanding of asset protection techniques, as well as Medicaid and VA regulations and the impact of the Deficit Reduction Act. Come and learn strategies that can be used to transfer client’s assets in an appropriate and tax efficient manner in order to preserve assets for the family as well as avoid unnecessary taxes. We have prepared a set of topics and will elaborate upon the latest cases, rulings, and regulations on governmental benefits.
- Source of Law
- Medicaid vs. Medicaid
- Medicaid Eligibility Requirements
- Transfer of Assets
- Update on Asset Protection Techniques
- Use of Trust
- VA Benefits
CONTINUING EDUCATION CREDITS:
NJCPAs 2 Credits Provider No: 20CE00167400
PACPAs 2 Credits Provider No: PX177798
CFPs 2 Credits Provider No: 1913
NJ Insurance 2 Credits Provider No: 30281
**You may also contact Alex at the office to reserve your seat.**
(Registration begins at 7:30 a.m.)
When & Where
Rothamel Bratton Attorney's at Law
Rothamel Bratton LLC is a New Jersey, Pennsylvania, and Florida law firm providing a comprehensive approach to personal strategic planning. We are a boutique firm that focuses on estate planning, elder law, life care planning, tax planning, real estate law,business law and litigation. Rothamel Bratton LLC offers four convenient locations in Haddonfield and Lawrenceville NJ, Philadelphia, PA, and Ft. Lauderdale, FL.