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Event Details

Effective Trust Planning & Drafting: Medicaid Trusts (VR)

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Friday, January 24, 2014
12:00 PM - 2:00 PM Eastern Standard Time

Effective Trust Planning and Drafting: Medicaid Trusts

1.5 MCLE Credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
Addressed will be the self-settled irrevocable trust established in an effort to avoid the exposure of the assets to the cost of nursing home care for the grantor or spouse.  Counseling issues might include whether the assets are appropriate for use in a trust. Will the available assets to go in the trust leave so much out of the trust as to make it unlikely to provide any benefit in the long run?  Are there alternatives to the trust? In the drafting of the trust, how does real estate tax exemption on the primary residence remain intact?  If the trust might become a non-viable solution in the future, possibly causing it to become an available resource, how can it be drafted so as to be disassembled and returned to the grantor if such an occurrence arises? Who are appropriate trustees and who are not?
This presentation is one of four sessions in a late fall 2013 series that  focused on techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document

Joan Lensky Robert, Esq., Kassoff, Robert & Lerner, LLP, Rockville Centre.
Program: 12:00 p.m. - 1:30 p.m. Real Time Interactive Q & A Session with Joan Lensky Robert: 1:30 - 2:00 p.m.
This course has been approved for all attorneys, other than those who are newly admitted (less than twenty-four months).
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452