Trust Borrowing Options for Medicaid Asset Protection Trusts—Your Clients Do Have A Choice


The Medicaid Asset Protection Trust is one of the most important tools for elder law attorneys to help their clients pre-plan for the cost of long-term care.

Trustees and their attorneys have many options to leverage trust assets to ensure they are fulfilling their fiduciary obligations. Although the trust is irrevocable, it does not mean that trust assets have to remain stagnant.

Join ElderCounsel and Frank Melia from Quontic Bank as he walks through several client scenarios to illustrate the options available to trustees to generate needed funds.

Mr. Melia has in-depth experience working with Medicaid Asset Protection Trusts nationally so he understands the unique characteristics of the trusts, their financial potential, as well as their interaction with federal and state Medicaid rules.

Webinar Recorded: January 12, 2021
Duration: 47 minutes
Presenter: Frank Melia, CMPS, VP Senior Lending Manager, Quontic Bank