Medicaid Planning – Day 2: (Thursday, April 13, 2023)

• Review of Spousal Rules and SPIA Planning

Morris Klein, Esq., Law Office of Morris Klein

• Impact of MR 159: Rebuttal of gift penalty, Reimbursement and Caregiver Agreements

Jenna L. Cohen, Esq., Cohen Elder Law, LLC

• Gift and Partial Return

Mary Jo Broussard Speier, Esq., The Speier Law Firm, LLC

• Planning with Promissory Notes

Jason A. Frank, Esq., CELA 

4.0 hours of credit will be offered for the surrounding MCLE states. If you miss the livestream, it will be available on the MSBA CLE catalog.