Howard Krooks will present “Medicaid Asset Protection Trusts” as part of NBI’s CLE program, Pennsylvania Medicaid Asset Planning: A Practical Toolkit. This session will provide attorneys and financial professionals with practical tools for trust-based Medicaid planning.
Topics include:
-
When to Use Income-Only Trusts
-
Can Self-Settled Trusts Harm Medicaid Eligibility?
-
Taxation of Medicaid Qualifying Trusts
-
Drafting Key Trust Provisions (with a Review of a Sample Trust)
-
Are IOTs Subject to Medicaid Estate Recovery?
-
Funding the Trust
CLE accreditation available.
For more information or to register, click here.