Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning

By: Brian F. Albee, J.D.

(Item #1786)

 
Member Price: $39.00 Retail Price: $79.00
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Individual breakout session took place at the 2013 Planning for the Generations Symposium in Denver, CO.
Thursday, July 25, 2013  |  Elder Law Session



Demystifying Irrevocable Trusts Used in VA Pension and Medicaid Planning
Presenter: Brian F. Albee, J.D.

This session will cover the distinct differences between irrevocable trusts designed for VA Pension planning versus Medicaid planning. We will use ElderCounsel's Veterans Asset Protection Trust® (VAPT) and Medicaid Asset Protection Trust™ (MAPT) as examples to discuss grantor trust, income tax, gift tax, and estate tax issues related to these trusts.


Delivered electronically via ZIP file. 
Audio 
Format: MP3
Materials Format: PDF



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ElderCounsel and Advisors Forum members are also eligible for the member price. 
Download the order form to complete your order. 

Email your completed order form to registration@wealthcounsel.com or fax to 800-419-3603. Call 888-659-4069, x842 with any questions.