This engaging guide offers practical guidance on using gifts in planning for Medicaid. Get straightforward, actionable advice on using this planning approach to maximize asset protection while qualifying clients for Medicaid. Order today!
Session Time: 11:00 AM - 12:30 PM Eastern
Presenter: David J. Zumpano
DAVID J. ZUMPANO attended LeMoyne College and began his professional career with Price Waterhouse as a staff accountant. He earned his J.D. degree 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, it is now known as The Estate Planning Law Center, David J. Zumpano CPA/Esq. The Estate Planning Law Center, David J. Zumpano CPA/Esq. serves as a model law firm for hundreds of law firms across the country. His practice remains focused on estate planning and elder law. He has been featured in the Wall Street Journal, on National Public Radio, and is 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. In addition to his law firm, he is founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and co-founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys all over the United States on estate, asset protection, Medicaid and veterans benefits planning. Mr. Zumpano is 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 more than 500 law firms nationwide. He 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). Mr. Zumpano is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.