CA2551D Medicaid Planning with Irrevocable Trusts

Potent planning pointers

In case you missed the Medicaid planning session from Legal Issues of the Aging 2016, we’re offering encore webcasts of Medicaid Planning with Irrevocable Trusts. Explore how to use trusts to help your clients anticipate their future long term care needs and protect their assets with experienced guidance and illustrative case studies from attorney Mark Munson.

• Understand essential trust planning considerations available to your clients
• Receive a thorough overview of Medicaid law’s treatment of irrevocable trusts
• Know the characteristics of various irrevocable trust types
• Explore eligibility requirements
• Hear advice on trustee selection and know the extent of a trustee’s authority
• Find out about trust disbursement details
• Learn how the Foster Care Independence Act of 1999 impacts trusts established in 2000 and beyond

It’s everything you want to know about irrevocable trusts in Medicaid planning in one place.