This presentation will focus on the use of trusts in estate planning for the aging population. It will including discussions on managing assets to qualify for benefits, converting available resources to exempt assets, types of Medicaid exemption trusts and capacity to create such trusts, and fraud and abuse with trusts.
Date:Wednesday, February 25 , 2015
Location:New York State Society of CPAs, 14 Wall Street #19, New York, NY 10005
Time: 9:00a-10:00am
Practice Area(s):Elder Law, Trusts and Estates