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Medicaid Asset Protection Trust Drafting Camp

$495.00

Join Brian Albee, J.D. and Jill Roamer, J.D. ElderCounsel for this Medicaid Asset Protection Trust Drafting Camp

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Description

Join Brian Albee, J.D. and Jill Roamer, J.D. of ElderCounsel for this Medicaid Asset Protection Trust Drafting Camp

This webinar will focus on the EC Medicaid Asset Protection Trust and will cover the following documents using ElderDocx as a framework:

  • Medicaid Asset Protection Trust
  • Trust Summary and Funding Letter

We will also discuss how to talk to clients about the need for an irrevocable trust as part of their overall planning.

ElderCounsel members: This Course is FREE to enroll as part of your membership.

Session 1:
Why You Would Use an Irrevocable Medicaid Asset Protection Trust
Three Rules That Can Never Be Broken
Why Do We Use a Self-Settled Trust?
Individual vs. Joint Trust
Choice of Trustee

Session 2:
Gift and Estate Tax Consequences
Grantor Trust Status
Choice of Lifetime Beneficiaries
Distribution Standards

Session 3:
Trust Protectors
Funding
Helping Clients Understand the Value of a Medicaid Asset Protection Trust

 

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