SSP Monthly Webinar Replays
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.”