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.