Wealth Preservation Individual Educational Modules

This course was created to teach advisors (CPAs, EAs, accountants, attorneys, financial planners, and insurance advisors) about a topic (Medicaid Planning) that is becoming more important in this country as the general public is getting older every year as baby boomers move into retirement.

The rules that clients must follow in order to qualify for Medicaid can sometimes be complex, and few advisors choose to spend the needed time to learn them in a detailed manner so quality advice can be given to needy clients. The senior advisor is a term that is thrown around with relative ease in the estate planning community; however, an advisor cannot truly give quality advice to senior clients without a complete understanding of the Medicaid laws and ways clients can use those laws to their advantage. This educational material will outline why it is vital for clients to properly plan for their long-term care, the laws they must follow in order to qualify for Medicaid assistance, and, most importantly, planning solutions to help them divest their property later on in life so they do not have to "spend down" that money in order to qualify for Medicaid assistance.

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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