What You’ll Learn in This Webinar
Join ElderCounsel Principal Lou Pierro for a one-hour webinar that provides instruction on steps to take once an irrevocable trust has been drafted and signed.
- Document Execution
- Post Execution Actions
- Trust Funding
- Certification of Trust
- Funding Letter
- Income Tax Issues (MAPT vs VAPT)
- EIN/SS-4 form
- Deeds & Real Property Transfers
- Schedule A
- Client Follow Up Letters
- Medicaid Implications (lookback period, penalty period, grantor and trustee powers)
- Gift Tax Return
- Client Maintenance Program.
- Sample letters, forms, and checklists included in materials