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Medicaid Planning – Review of Spousal Rules and SPIA Planning, Impact of MR 159, Gift and Partial Return & Planning with Promissory Notes

Description

Medicaid Planning

  • 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.

Course Level
TBD
Professional Area of Focus
Elder Law
Disability Law
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
3.5
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
3.5
Format
On-Demand

MEMBER

$ (% off)
$140.00

NON-MEMBER

$ (% off)
$180.00
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Medicaid Planning – Review of Spousal Rules and SPIA Planning, Impact of MR 159, Gift and Partial Return & Planning with Promissory Notes