Medicaid Planning Series – Day 3 – Other Considerations for Planning

Description

Other Considerations for Planning – Day 3: (Friday, April 14, 2023 ) 

  • Other Planning Strategies Discussion – Are They controversial??

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

Morris Klein, Esq., Law Office of Morris Klein

May-Lis Manley, Esq., Landsman Law Group

 

  • How to Handle Non-Compliant Annuities

Thomas Krause, Krause Financial Services

 

  • Protecting against Medicaid Estate Recovery 

Alexander J. Zarzecki, Esq., CELA, Frank, Frank & Scherr, LLC

 

  • Waiver Program

Elena Sallitto, Esq., CLEA, Stavely & Sallitto Elder Law, LLC

 

  • OFFICE HOURS! Reunion of Faculty and Q&A  

 

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.

Course Level
TBD
Professional Area of Focus
Elder Law
Disability Law
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
4.0
Event Information
When
Apr 14, 2023
9:00 am - 1:00 pm EDT
Location
Online
Total CLE Credits
4.0
Format
Webinar

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Medicaid Planning Series – Day 3 – Other Considerations for Planning