Asset Protection Individual Educational Modules

• Learn how to purchase "free" LTCI

• Learn how to purchase LTCI where you have access to the cash if you need it

• Learn how to write off your LTCI premiums

• Learn how to properly protect your wealth with the proper planning

This course was created to teach advisors (CPAs, EAs, accountants, attorneys, financial planners, and insurance advisors) about the basics of long term care insurance including how it can and should be used in estate planning for low-medium-high income/net worth clients. In addition to the basics about Long Term Care Insurance, the material will cover ―advanced‖ planning with Long Term Care Insurance through the use of a return-of-premium rider and paying for the policy in a tax-deductible manner through a corporation (in a discriminatory manner if possible for the owners). While Long Term Care Insurance is not thought of as a potential malpractice or E&O problem for advisors, as expenses of Long Term Care Insurance increase, clients who do not have Long Term Care Insurance could pay hundreds of thousands of dollar for their long term care. If an advisor does not know and deal with this topic correctly for a client who ends up paying for their long term care out of their own pocket, malpractice and E&O problems could be filed by the client or ultimately the client's estate should the client die.

Roccy M. DeFrancesco, Jr., JD,CWPP

As creator, author and professor of the Certified Wealth Preservation Planner, CWPP Course, Roccy specializes in the following topics.

Creator of the Following Financial Tools and Techniques

Home Equity Acceleration Plan, HEAP

C.A.L.M Analysis, Comprehensive Analysis for Liability Management

Certified Wealth Preservation Planner, CWPP

Wealth Preservation Planning (editor) by the National Association of Accountants

Roccy is the well-published and recognized author of the following books.

Home Equity Management Guidebook

How to Achieve Maximum Wealth with Maximum Security

The Doctor's Guide to Wealth Preservation

Wealth Preservation Planning

Roccy DeFrancesco's Educational Background

Bachelor of Science Degree, Embry Riddle Aeronautical University

Doctorate of Jurisprudence, Valparaiso University

Awards and Honors

Bar Certified in Indiana and Michigan

Co Founder of the Asset Protection Society

Read More About Roccy M. DeFrancesco, Jr., JD,CWPP

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.

Roccy is the Author of The Doctor's Wealth Preservation Guide and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.

He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.

He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.

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