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.
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.