Gifting Plus Annuity Example
George has $150,000 in liquid assets and is about to enter a nursing home. The goal is to get him qualified for Medicaid as soon as possible.
Gifting Plus Annuity Example
VAPT Design Sheets + Flow Chart
Design Sheets + Flow Chart for a Veterans Asset Protection Trust. PDF and WORD format.
Sole Benefit Trust Design Sheet
Design sheet for a Sole Benefit Trust Fillable in Microsoft Word format.
Third-Party Supplemental Needs Trust (SNT) Design Sheet
Design sheet for a Third-Party Supplemental Needs Trust. Fillable in Microsoft Word format.