free webinar

So You Drafted Your First Irrevocable Trust – Now What?

Thursday, September 12
1:00-2:15 p.m. ET
Louis W. Pierro, Esq.

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this webinar starts in

2019/09/12 12:00 PM EST

What You’ll Learn in This Webinar

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

About the Presenter

Louis W. Pierro, Esq.
Pierro, Connor & Strauss, LLC

Louis W. Pierro is the Founder and Principal of Pierro, Connor & Strauss, LLC, and concentrates his law practice in the areas of Estate Planning, Estate and Trust Administration, Business Succession Planning, Elder Law and Special Needs Planning. 

Mr. Pierro is a Founder and Director of ElderCounsel, a national organization of Elder Law and Special Needs law firms, which provides proprietary document drafting software and education to over 1300 member firms in all 50 states. In addition, Mr. Pierro is the Founder and Chairman of EverHome Care Advisors, a business that integrates home care and transitional services through trained care coordinators to assess, implement and monitor services that enable seniors to maintain independence and quality of life. He is also Founder and Chairman of VivaLynx, a first-of-its-kind company that utilizes a suite of technology products and services to provide families with real-time data and alerts that can be shared with the care team, allowing unparalleled communication and improved results. VivaLynx partners with leading technology providers to make aging in place safe, manageable and affordable.

Mr. Pierro is a graduate of Lehigh University and Albany Law School.

He has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and he has maintained an AV preeminent rating from the Martindale-Hubbell since 2001. Mr. Pierro was selected by his peers as “2018 Lawyer of the Year” for Elder Law in New York’s Capital Region and has served in leadership positions in the bar, including Chair of the NYS Bar Elder Law Section, and Chair of the Estate Planning and Tax Committees of the Trust and Estates Section.

He is currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association (Chair, Elder Law Committee 1993-1998).

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