#2381 Medicaid Planning: The Gift & Note Strategy and other Exempt Asset Transfers

Presented on January 22, 2021

1.0 CLE credit: Skills  (appropriate for experienced attorneys)

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.

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

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

Available Formats: OnDemand, CD, DVD

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


CLE Credit


Credit Hours



Audio Disc, OnDemand, Video DVD

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