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Introducing the Medicaid Family Protection Trust

Recorded: December 08, 2016
Presented by Brian Albee, JD,
ElderCounsel, LLC
Duration: 32 minutes

ElderCounsel released a new document set in ElderDocx called the EC Medicaid Family Protection Trust last month at Symposium. This trust is designed to protect the grantor’s assets for the grantor’s family. This is done by utilizing the Distribution Trustee technique and presetting or limiting some of the options that are found in the EC Medicaid Asset Protection Trust. You could create the same document using the MAPT, but the MFPT makes it easier by preselecting and presenting only those options that give the best asset protection result.

Don’t miss this opportunity to learn the benefits of incorporating the Medicaid Family Protection Trust into your planning strategies. Brian Albee, ElderCounsel’s Director of Law and Technology, will walk you through the key concepts of this trust so you can begin using this new document set immediately. Join us for this learning opportunity and leave with more options for your clients.

Topics Covered: 

  1. Purpose of the Medicaid Family Protection Trust
  2. Basic features of the MFPT
  3. What is a Distribution Trustee?
  4. Tour of the MFPT interview

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