Pennsylvania Bar Institute

While most elder law attorneys have a basic understanding of how annuities and notes operate, putting these asset protection tools into practice can be confusing. Mr. Parker, who litigated James v. Richman, will guide you through case scenarios, explaining his calculations. Examine calculations for community spouse annuities and for note gifting strategies, as well as practical issues including specific terms required in annuities and notes along with common pitfalls to avoid. Originally presented at PBI’s 11th Annual Estate & Elder Law Symposium in Feb. 2010. Other courses from the Symposium are available for purchase at PBI’s online catalog.