Single Premium Immediate Annuity (SPIA) Planning for Married Couple

This session will review the use of annuities in creating Medical Assistance eligibility for married couples.
Gary Zipper, Licensed Insurance Broker
Mathew A. Limsky, Esq., Guzman & Limsky

Planning with Promissory Notes

A review of promissory notes and how they can prevent a Medicaid applicant from potential penalization due to previous transfer of assets.
Ronald Landsman, Esq., Landsman Law Group