Elder Law and special needs planning attorneys use different types of trusts for different purposes, based on each client’s situation – first-party and third-party trusts, d(4)(A) and d(4)(C) trusts, trusts to allow qualification for Veterans Benefits or Medicaid…the list goes on. And within each type of trust, different drafting decisions are made for various tax and non-tax reasons. In this webinar, Letha McDowell will discuss the different types of trusts unique to elder law and special needs planning and provide some guidance on which trust to use in various situations. In addition, specific trust provisions that can be included to reduce overall taxation and provide future asset protection for family members will also be covered. Join us for a primer on this important category of trust planning.
