Other Considerations for Planning

• 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

• OFFICE HOURS! Reunion of Faculty and Q&A 

3.0 hours of credit will be offered for the surrounding MCLE states.