skip to Main Content

So You Drafted Your First Irrevocable Trust — Now What?

Webinar Recorded: August 23, 2012
Presented by Louis Pierro, Esq. and Jane-Marie Schaeffer, Esq., 
Pierro, Connor & Associates, LLC
Duration: 64 minutes

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.

Topics Covered:

  • 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

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership