MAPT Online Drafting Camp (download)

Online Drafting Camp

By: Valerie Peterson, JD and Brian Albee, JD

Member Price: $0.00 Retail Price: $495.00
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This webinar will focus on the EC Medicaid Asset Protection Trust® and will cover the following documents using ElderDocx® as a framework. We will also discuss how to talk to clients about the need for an irrevocable trust as part of their overall planning.

Topics Covered:
  • Medicaid Asset Protection Trust
  • Trust Summary and Funding Letter
Length: 90 minutes per session, 3 sessions total

 ElderCounsel members: View this course complimentary in the Education Library.

Session 1:  
  • Why You Would Use an Irrevocable Medicaid Asset Protection Trust
  • Three Rules That Can Never Be Broken
  • Why Do We Use a Self-Settled Trust?
  • Individual vs. Joint Trust
  • Choice of Trustee
Session 2: 
  • Gift and Estate Tax Consequences
  • Grantor Trust Status
  • Choice of Lifetime Beneficiaries
  • Distribution Standards
Session 3: 
  • Trust Protectors
  • Funding
  • Helping Clients Understand the Value of a Medicaid Asset Protection Trust
Recorded: April 29 - May 1, 2014

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section.