2021-2022 Erie County Bar Foundation Campaign

Medicaid Planning: The Gift & Note Strategy and other Exempt Asset Transfers

Presented on January 22, 2021
1.0 CLE credit total in Skills  (appropriate for experienced attorneys)

Moderator:
Kelly Barrett Sarama, Esq., Center for Elder Law & Justice, Chair, Elder Law Committee

Speaker:
Frank R. Vavonese, Esq., Smith Vavonese LLP

Presentation will cover an in-depth review of Medicaid eligibility and asset preservation planning for skilled nursing home residents.  Information will be provided in the form of hypotheticals that apply both exempt transfers and gifting in conjunction with a Deficit Reduction Act compliant promissory note.

Available Formats: OnDemand

OnDemand: $40 Members (Promo Code: member2017), $50 Non-Members

 

CLE Credit

Skills

Credit Hours

1.0

Format

OnDemand