webinar-with-circle-speaker-and-finger---blue---howie

free webinar

Dealing With Irrevocable Trust Problems You Didn’t Create

Wednesday, March 20
1:00-2:15 p.m. ET
Howard S. Krooks, Esq.

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this webinar starts in

2019/03/20 1:00 PM EST

What You’ll Learn in This Webinar

How do you fix a problem within an irrevocable trust that was created by another attorney? There are a number of issues that can be created by language deficiencies or outright planning mistakes within an irrevocable trust that would render assets available for Medicaid purposes. Join Howard Krooks, Certified Elder Law Attorney and ElderCounsel Principal, as he discusses various problematic scenarios that could occur in an irrevocable trust, and how to fix them.

Topics Covered:

  1. Credit shelter trust with spouse as beneficiary
  2. Third Party Trust for the benefit of Medicaid Applicant
  3. Irrevocable trust with no trust protector and unfavorable provisions
  4. Mismanagement on the part of the Trustee
  5. Mandatory income to the grantor—is this a problem?
  6. Q&A

About the Presenter

Howard S. Krooks, Esq., CELA, CAP
Elder Law Associates, PA
Howard is a partner in Elder Law Associates PA, with offices in Boca Raton, Aventura, Weston, and West Palm Beach, Florida, and serves as Of Counsel to Amoruso & Amoruso, LLP in New York. As a Certified Elder Law Attorney by the National Elder Law Foundation, Howard devotes his professional time to Elder Law and Trusts & Estates matters, including Asset Preservation Planning, Supplemental Needs Trusts, Medicaid, Medicare, Planning for Disability and Guardianship. Howard is a past Chair of the NYSBA Elder Law Section, where he currently serves on the Executive Committee, and is a member of the Board of Directors and an officer (Secretary) of the National Academy of Elder Law Attorneys (NAELA).

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