Receive valuable information regarding what other states have done to implement the Deficit Reduction

Act of 2005, with a particular focus on the New York and Florida experience. Examine planning ideas

employed in NY and FL with a special emphasis on the use of promissory notes, annuities and Medicaid

GRATS. Analyze methods to accomplish a partial return of funds to establish Medicaid eligibility,

as well as learn about personal care contracts, the home equity cap, the purchase of a life estate and

Partnership policies.