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Event Title - Lunch & Learn: 5-Year Trusts Benefits, Pitfalls & Solutions Images/LunchandLearn/SigningDocs.jpg
Thursday, July 23, 2020
Thursday, July 23, 2020
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
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,
Dannie Larkin or 703-942-5711 Ext. 229
Confirmation email: A link for getting access to GoToWebinar will be sent after you have registered for this event. There is no CLE being offered for this program.

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