Lunch & Learn: 5-Year Trusts Benefits, Pitfalls & Solutions
Free to Members
Presenter:
This webinar is based on two NAELA News articles, "Understanding and Marketing the 5-Year Trust", by Donna J. Jackson, LLM, and Leonard E. Mondschein, LLM, CELA, CAP
And "Seven Pitfalls and Six Solutions to the Medicaid 5-Year Trust", by Meghan M. Teigen, Esq., and Mark T. Johnson, CELA
READ HERE
& READ HERE
Description: The 5-year trust, or Medicaid asset protection trust as it is sometimes called, is an irrevocable trust designed to hold and preserve assets and either accumulate or distribute income. In this presentation,
Online registration not available.