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VAPT Online Drafting Camp (download)

VAPT Online Drafting Camp

By: Valerie Peterson, JD and Brian Albee, JD

 
Member Price: $0.00 Retail Price: $495.00
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Topics Covered: 
  • Veterans 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 a Different Trust is Necessary for VA Pension Planning
  • Drafting Rules That Can Never Be Broken
  • Understanding the Concept of the Residence and Nongrantor Subtrusts
    • Income Distributions, Grantor vs. Nongrator Status, Estate Inclusion
  • Why and How We Avoid Grantor Trust Status
 Session 2: 
  • Gift and Estate Tax Consequences of Each Subtrust
  • The Conversation with the CPA About Taxation of the VAPT
  • Choice of Trustee and Restrictions to Consider
  • The Power to Decant:  Its Importance in VA Pension Planning 
  • Choice of Lifetime Beneficiaries
    • Requirement of Income to Be Paid to Lifetime Beneficiaries
  • Distribution Standards
 Session 3
  • Trust Protectors
  • Funding
  • Tax ID Numbers for Each Subtrust
  • Dealing With the Home and the Prohibition Against Renting
  • Working with Escrow Agents Re: Proper Payment of Closing Proceeds
Recorded June 17-19, 2014

Once your order has been placed, you will find the course in your profile under the MY DOWNLOADS/COURSES section. Videos are available via streaming. Audio and materials are downloadable.

Symposium 2017


Miss out on Symposium 2017?

The audio and materials from this event are ready!

View the session list now →