Essential Irrevocable Trust Design Considerations for Medicaid Planning

February 10
12:00-1:00 p.m. ET
Mark Munson, CELA
Jim Wolverton, J.D.

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2022/02/10 12:00 PM EST

What You’ll Gain in This Webinar

Irrevocable trusts are a vital tool for attorneys that are helping clients plan for the costs of long-term care.

However, proper trust design is essential to ensure the client’s goals are balanced with federal and state Medicaid rules. If the trust is not designed properly assets in the trust could be counted for qualification, be available for estate recovery, or not be properly protected during the client’s lifetime.

Join Mark Munson as he explores some of the design options available in irrevocable trust drafting. He has experience in multiple jurisdictions using these trusts for proactive and crisis Medicaid planning. Mark will provide practical knowledge that he has gleaned from helping clients navigate the trust’s many nuances.

Who Should Attend: Attorneys and staff interested in design options available in irrevocable trust drafting.

Essential Irrevocable Trust Design Considerations for Medicaid Planning
Thursday, February 10 at 12:00 p.m. ET
45 minute webinar, 15 minute Q&A

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About The Presenters

Mark Munson, CELA
Attorney, Ruder Ware, L.L.S.C.
Mark’s skillset and experience allows families to focus on caring for one another while he tirelessly works on getting them the legal results, outcomes, and benefits that they’re entitled to receive. He focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship.

Mark is very active within the professional elder law community. He is a member of the National Academy of Elder Law Attorneys (NAELA), including its Wisconsin chapter. He has presented on trusts and taxes at the organization’s annual meetings since 2009, which draw elder law attorneys from across the country. He also serves on the steering committee for NAELA’s tax section and is a member of its trusts and special needs trusts section. Mark has invested his time as a member of not just the Wisconsin chapter of NAELA but the national organization as well, where he currently serves on their board of directors. His participation guarantees he’s learning the most sophisticated planning techniques that directly benefit clients. Mark is a member of the elder law and real property, probate and trust sections of the Wisconsin bar. He is also a member of the American Bar Association’s section on real property, probate and trust section, and senior lawyers division.
Jim Wolverton, J.D.
Director of Education, ElderCounsel

Jim is the Director of Education. He creates and presents many education events hosted by ElderCounsel and Law As a Business. Throughout his career, he has worked with attorneys of all skill levels to better understand and apply relevant legal concepts and business strategies associated with running profitable law firms. His focus is to create resources for attorneys that are practicable and easily implemented.

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