Tuesday, October 20, 2020

6:30 PM to 8:30 PM (Eastern Daylight Time)

Zoom Video Meeting

United States

76 people have already registered for this event.

  • Carmine Perri
  • Scott Rosenberg
  • Tanya Spurlin
  • Valorie Promisel
  • Paula Boa Sousa
  • Nancy Tonucci
  • John Roberts
  • Lara Stauning
  • Francis Lamboley
  • Julia Brown
  • Carla Perugini Erickson
  • Lillian Babins Miller
  • Neal Bobruff
  • Brian Cantor
  • John Drapp
  • Julia Paul
  • Joan Emmet
  • John Bashaw
  • Anne-Marie Foster
  • Malcolm Barlow
  • Theresa Madonna
  • Whitney Lewendon
  • Donna Castronovo
  • Alyson Marcucio
  • Gina Barry
  • Bruce Collins
  • stephen allaire
  • Mark Pancrazio
  • Joseph Brachfeld
  • Ford Madden
  • Frank May
  • Marialta Sparagna
  • Jan Rosenthal
  • Kristen Lynn
  • Edward Lang
  • James Hughes
  • Valdis Vinkels
  • Leann Blakely
  • Donna Levine
  • Frederick Dlugokecki
  • William J. Dakin
  • Stephen F. Sutton
  • CHRISTOPHERR GREENWOOD
  • Joseph Crispino
  • Damon Kirschbaum
  • Colleen Masse
  • Mary Dale Lancaster
  • Brian Unger
  • Peter Boorman
  • Joan Wilson
  • Steven Floman
  • Linda Eliovson
  • Christine Tenore
  • Ann Smith
  • Lawrence Engelman
  • Daniel Ryan
  • Richard Fisher
  • James Young
  • Wade Jensen
  • D. Jeanne Messick
  • James Reilly
  • Kathleen Hayes
  • Amy Todisco
  • David Wyskiel
  • Rosanna Rogers
  • Anna Zubkova
  • Tae Chung
  • Amee Lunn
  • Erin Duques
  • Amy Orlando
  • Rebecca Hajosy
  • Lisa Davis
  • Jennifer Reale
  • Nicole O'Connor
  • Daniel King
  • RICHARD DIXON

Practical Medicaid Planning: Using Gifts and Medicaid-Compliant Annuities (also known as Lopes annuities, or SPIA’s)

Speaker

Wade D. Jensen
Jensen Estate Planning & Elder Law, PC, Mystic, CT

Program Description

Following a brief review of the historical context (UPM, statutory and case law), the presentation will illustrate the use of SPIA’s for preserving assets for the community spouse, as well as factors that could mitigate its effectiveness. The primary focus, however, will be how to combine gifts and SPIA’s for single individuals. Multiple examples will be presented, to highlight how to effectively use such annuities, and to demystify the mathematics involved in the calculations. Wade will be generously sharing an excel spreadsheet that we can use to compute gifting and SPIA-purchase strategies inputting various factors.

CLE Credits

1.0 CT Credit  |  0.0 NY Credit




Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221