Advanced Medicaid Planning Series: Parts IV and V (Download)
$165.00
By: Vincent J. Russo, J.D., LL.M, CELA. & Michael J. Amoruso, Esq.
Description
ElderCounsel Members – This series is available FREE as a course in the Learning Center > Course Library
Part IV: Trouble Areas in Crisis Planning
Topics Covered:
- What to do with IRAs that are countable
- Avoiding estate recovery on the home
- How to get a crisis plan done with no “proper” donees
- How to deal with problem children
- Balancing VA benefits with Medicaid
Part V: Making Sense of the Grantor Trust Rules
Topics Covered:
- When you want grantor trust status (Medicaid and VA)
- Why you want an intentionally defective trust for Medicaid but not VA
- How to preserve the 121 exemption
- When a toggle power is appropriate
- When is a limited power of appointment appropriate – lifetime vs. testamentary