SSP Monthly Webinar Replays

September 30, 2021 — Settlement Planning Strategies for the Elderly Client Already on Public Benefits

Presenter: Joe Di Gangi

Click here to download the Max IFT Amount by State PDF.

Click here to download the PDF list of states with Pooled SNT Approval for individuals over 64 years old.

July 27, 2021 — A-Z: Panel Discussion on QSFs, SNTs, SPTs, and Other Trusts

Presenters: Michelle Fuller, Glen Armand, and Stacy Scrip

Click here to download the QSF Case Resolution Tool.

June 30, 2021 — What I Thought I Knew — The Evolution of Settlement Planning

Presenter: Ryan Garrison

January 28, 2021 — SNTs, Structures, QSFs, and More

Presenter: Glen Armand

Download the presentation file here.

October 28, 2020 — The “Other Duties” Of Plaintiff Lawyers

Presenter: Jeremy Babener

September 22, 2020 — Attorney Fee Deferrals

Presenter: Jakob Norman, Leif Lundberg, and Andrew K. Fisher

August 25, 2020 — The Perfect Storm: A Case Study of Personal Injury Tax Issues

Presenter: Jeremy Babener

July 30, 2020 — Webinar on QSFs: What Every Settlement Planner Should Know

Panelists:

Mark Wahlstrom, Pi-Yi Mayo, Esq., Chris Lordan, CPA, Chris Bua, John Arendt

June 30, 2020 — Webinar on Planning for Clients in Today’s LowInterest Rate Environment

Panelists: Chris Bua, Rick Miller, John Stone

June 4, 2020 — Webinar on Virtual Mediations

Panelists: Scott Baughan, Dan Cavarello, Jeff Kichaven, Joseph Destralo, Anthony Prieto, Chris Bua, Paul Isaac, Jr.

January 21, 2020 — Cameron Lindahl

November 19, 2019 — Sean Pendray

October 31, 2019 — Joe Di Gangi

September 25, 2019 — Paul Isaac

August 22, 2019 — Rick Miller

Clarification on the trusts used in this case study:
“The $2MM fixed -indexed annuity was held in and owned by the Leland Supplemental Needs Trust and is a countable resource for Medicaid. The $500K Trust was held by a local bank and the funds were spent down to purchase the home, the furnishings and the handicapped equipped van.”

July 17, 2019 — Joe Di Gangi

June 27, 2019 — Joseph Tombs

May 29, 2019 — John Stone

April 25, 2019 — Joe Di Gangi