Must Sole Benefit Trusts Contain Payback Provisions?

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Lunch & Learn  |  Free to Members
A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox. A common error (either by practitioners or imposed by state agencies) is the notion that an SBT must provide reimbursement to the state for Medicaid benefits paid to the beneficiary upon the death of the beneficiary (or a “payback provision”). As this webinar will explain, most SBTs need not contain a payback provision. To get the most out of this Lunch & Learn, we encourage you to read this article first. 

You will receive a link to this event once your registration is complete. States vary in their approach to CLE and NAELA DOES NOT apply for approval, nor do we submit the names of individual attendees to any state bars for webinars. Please apply directly to your state bar as necessary. 

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6/5/2024 1:00 PM - 2:00 PM
Eastern Daylight Time

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Robert A. Mason, CELA, CAP

Mason Law, PC

Asheboro, NC

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