Using Annuities in Medicaid and Veterans’ Benefits Planning

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On-Demand Video
---------- CLE 1 sub/0 eth PRICE Regular: $49.00
New Attorney: $25.00
Subscribers Pay: $0.00


Learn common immediate annuity planning techniques to help your client qualify for Medical Assistance and veterans’ benefits. Spousal annuities as well as “short term” gift and annuity planning will be discussed. Step by step calculations will be reviewed by attorney Matt Parker, who litigated the James v. Richman spousal annuity case.

Recorded February 2, 2017 as part of "Practical Medicaid Planning."


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.