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Asset Protection Package for a Client

This answer file contains most of the documents an attorney would provide as part of a Medicaid Asset Protection Package.    Remember - the Word document is totally dependent on how questions were answered in ElderDocx. The "answer file"…

2 Joint MAPTs

This answer file contains two scenarios: • Joint MAPT: Joint Medicaid Asset Protection Trust, income to both, trust protector, kids…

2 RLTs; 1 MAPT

This answer file contains three scenarios: • Joint RLT: Joint Revocable Living Trust, no tax planning, statutory minimum to the spouse…

VA Fee Agreement

This answer file contains a sample fee agreement appropriate for a VA Aid and Attendance Planning case.   Remember -…

MAPL Fee Agreement

This answer file contains a sample fee agreement appropriate for a Medicaid Asset Protection Letter engagement.   Remember - the…

Scenario Starter

This answer file contains names for a husband, wife, and child, but no document sets. Add your own scenario document…

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