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Single Premium Immediate Annuity (SPIA) Planning for Married Couples

Description

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

Course Level
TBD
Professional Area of Focus
Elder Law
Disability Law
CLE Field of Study
Continuing Education Legal Credit
2
Instructor(s)
Mathew Limsky Gary Zipper Ron Landsman
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When
Available 24/7
Location
Online
Total CLE Credits
2
Format
On-Demand

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$ (% off)
$70.00

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$ (% off)
$90.00
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Single Premium Immediate Annuity (SPIA) Planning for Married Couples