Begley, Begley & Bookbinder, P.C.

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Products     Order Form
Asset Protect 1 - 2 - 3 $195.00

The practice management enhancement software program designed for
Elder and Disability Law & Estate Planning Attorneys

*This product has recently been upgraded
to a Windows system.

Asset Protect 1-2-3® has been created by Thomas D. Begley, Jr., a respected Certified Elder and Disability Law Attorney, to effectively assist in the calculations required for Asset Protection Planning, particularly as it involves Nursing Home Placement. It's ease-of-use, speed, accuracy and thoroughness will raise the level of your practice.

ASSET PROTECT 1-2-3® CALCULATES

  • Income
    • for Single or Couple
  • Capital Gains
    • Sale of Home by Parent or Child
  • Medicaid Value of Home (New Jersey only)
  • Minimum Monthly Maintenance Needs Allowance (MMMNA)
    • Basic Allowance
    • Excess Shelter Allowance
    • Total Allowance
  • Expansion of CSRA to Satisfy MMMNA
  • Community Spouse Resource Allowance (CSRA)
    • Non-Countable Assets
    • Countable Assets
  • Transfer Calculations
    • Large Transfer
    • Half a Loaf Transfer-Married
    • Half a Loaf Transfer-Single
    • Transfer of Home
  • Transfer of Home with Reservation of Life Estate
  • Sale of Home with Reservation of Life Estate
  • PAAD (States where available)
  • Miller Trust (Income Cap States only)
  • General Assistance Transfer (New Jersey only)
  • VA Nursing Home Monthly Cost (New Jersey only)
  • VA Nursing Home Transfer (New Jersey only)
  • ....and more

ASSET PROTECT 1-2-3® DELIVERS

  • A powerful new resource for the Elder and Disability Law and Estate Planning Attorney
  • Raises the user's level of Asset Protection Planning
  • Easy installation and set-up (ready to work within 5 minutes)
  • Easy to use and extremely user friendly
  • Thoroughly tested
  • Network compatible
  • Fixed Factors easily modified
  • Provides its complete range of calculations faster, more accurately and more thoroughly
  • Saves approximately 30 minutes per Client (and quickly pays for itself)
  • Upgrade, Technical and Telephone Support available
  • 30 Day Money-Back Guarantee
  • It arrives complete with:
     
    • One CD Master Disc
    • Master Client Intake Form (on diskette in WordPerfect & ASCII format) obtains software-required information from the client and provides an explanation of the program's planning strategies
    • Master Asset Protection Plan Form (on diskette in WordPerfect & ASCII format)
    • Instructions are clear, simple and to-the-point
      (eliminating the need for one of those overbearing manuals)

ASSET PROTECT 1-2-3® REQUIRES

  • PC
    • Windows 95, 98, ME, 2000 and XP
    • Pentium II or better processor
    • Minimum of 64 Mb. RAM (Important!)
  • Hard Drive
    • 10 MB of available space
  • Printer
    • Any Windows compatible printer will work
  • Monitor
    • 15" or larger
    • Minimum of 800x600 resolution (Older monitors set at 640x468 will NOT work)

ORDER FORM

 

509 S. Lenola Road, Building 7 • Moorestown, NJ 08057 • Tel: 800-533-7227 • Fax: 856-273-1062

Huntingdon Valley Office • 2617 Huntingdon Pike • Huntingdon Valley, PA  19006-5109 • 800-533-7227

200 98th. Street • Stone Harbor, NJ • 609-967-9596

Princeton Pike Corporate Center, 993 Lenox Drive, Building II - Suite 200 • Lawrenceville, NJ 08648 • 1-800-533-7227

CONTACT FORM

This page is intended to provide general information about our firm and its areas of practice to our current and potential clientele.
It is not intended to give legal advice to anyone on any subject.