You already know both Medicaid Compliant Annuities and promissory notes can be used as spend-down tools in crisis Medicaid planning. In fact, many attorneys believe these products serve a nearly identical purpose—but, do they really?
In this webinar, our President and CEO, Dale Krause, J.D., LL.M. will discuss the differences between a Medicaid Compliant Annuity and a promissory note. Dale will cover:
- The pros and cons of each product
- When one might be more advantageous than the other
- Considerations to keep in mind when recommending these products to your clients