Premier Practice Institute

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1: DRA Promissory Notes for Medicaid: Risks and Rewards

When it comes to Promissory Notes for Medicaid Planning, how much are you really using them in your law practice? Do you know what makes the note DRA Compliant or the pitfalls that can arise even with the best laid plans? Are you aware of how interest may need to be applied even if it isn’t specifically required by the DRA or Transmittal 64? When it comes to the Promissory Note and client management procedures, do you have the procedures you need for success? We invite you to join us for a special expert presentation from Robert Anderson, Esquire, CAP CELA, as he shares his valuable real life experience with Practice42’s Premier Practice Institute

2: What will we cover in this training session?
This session focuses on practice development strategies, tactics, and techniques for you to consider implementing in your law firm. We encourage you to jump in and listen to this training designed to help you create the success you want in your practice.
3: Let’s Get Training!
In this section, you will find our recent webinar on this topic. We have a clean recording for you right here to watch in case you missed the live session, available to you 24 / 7 / 365.

4: CMS Wisconsin Opinion
5: How to Secure The DRA's Promissory Note Safe Harbor