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Final Friday: December 2016

Recorded: December 16, 2016
Presented by Valerie L. Peterson, J.D.

Duration: 30 minutes

Join us for our monthly Final Friday Update webinar. We will have special guests, ElderCounsel Principal, Michael Amoruso and Executive Director of NAELA, Pete Wacht, who will provide important information about the Special Needs Trust Fairness Act and how it will positively impact your practice and your clients.

Agenda: 

  1. Special Needs Trust Fairness Act finally passed! Special guests here to discuss
  2. Federal annuity rules preempted state regulations (Kentucky)
  3. Penalty assessed on payments made to caregiver (NY)
  4. Assets in LLC are countable (OK)
  5. 2017 Spousal Impoverishment figures and home equity limits

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