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

• 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.