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 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