Case Study Webinar Replays

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