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Elder Law Attorney News Featuring Steve Riley, J.D.
56:46
Elder Law Attorney News Featuring Steve Riley, J.D.
Presented by Andrea Gage-Michaels, J.D., M.D.R.

Medicaid Compliant Annuities vs. Promissory Notes in Crisis Planning

Join our Legal Content Specialist, Alisa Lamal, as she sits down with Nina Whitehurst, J.D., of Cumberland Legacy Law to hear her perspective on Medicaid Compliant Annuities and how they compare to promissory notes. Nina has been practicing for over 35 years and shares her insight on:

  • Why she saw a need for elder law in her community after opening her estate planning practice
  • The reasons she considers Medicaid Compliant Annuities to be more reliable than promissory notes in crisis Medicaid planning
  • Overcoming potential MCA roadblocks like fees and the beneficiary provision

This interview contains important insight for any elder law attorney! Watch now to learn more.

 

Check out our blog post for more information on this topic.

Watch Next:

Elder Law Attorney News Featuring Steve Riley, J.D.
56:46
Elder Law Attorney News Featuring Steve Riley, J.D.
Presented by Andrea Gage-Michaels, J.D., M.D.R.
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