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

• Gift and Partial Return

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

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

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

• Medicaid Planning and the Married Couple Review of Spousal Rules and SPIA Planning 

Morris Klein, Esq., Law Office of Morris Klein

• 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.