Overview
Attorney Matt Parker will review common immediate annuity planning techniques, including spousal annuities and “short term” gift and annuity planning.
Recorded at the Elder Law Institute in July 2022.
Faculty
Matthew J. Parker, Esq., CELA
Matthew J. Parker, Esq., is a principal of Marshall, Parker & Weber, LLC with offices in Williamsport, Jersey Shore and Plains. His legal practice is focused on elder law, estate and special needs planning and estate administrations. He is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation under authorization from the Pennsylvania Supreme Court. He has taught for the Pennsylvania Bar Institute and is a frequent speaker to consumer and professional groups on elder law issues including guardianship and estate planning. He is also the author of chapters in the PBI publications, Estate Planning in Pennsylvania and Fee Agreements in Pennsylvania. He is the current editor and contributing author of the PBI Press Publication, Elder Law in Pennsylvania. Attorney Parker is a member of the National Academy of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association and the Pennsylvania Academy of Elder Law Attorneys.

Need help navigating your CLE requirements?
You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.
Related Courses
- On-Demand Video
Guardianship – Proposed Legislation (2023 Estate and Elder Law Symposium Session)
- City:
- Start Date:2023-02-14 19:00:00
- End Date:2025-02-14 19:00:00
- Length:
- Level:Various
- Topics:Elder Law
$79.00 ProPass
Credit States | Status | Credits | Earn credit until |
---|
- On-Demand Video
Elder Law Update 2023 – Year in Review (2023 Estate and Elder Law Symposium Session)
- City:
- Start Date:2023-02-14 19:00:00
- End Date:2025-02-14 19:00:00
- Length:
- Level:Various
- Topics:Elder Law
$79.00 ProPass
Credit States | Status | Credits | Earn credit until |
---|
- On-Demand Video
The Medicaid Application Process 2023
- City:
- Start Date:2023-05-01 20:00:00
- End Date:2025-05-01 20:00:00
- Length:
- Level:Basic
- Topics:Elder Law
$249.00 ProPass
Credit States | Status | Credits | Earn credit until |
---|