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 Low–Interest 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.”