The Use of Trusts in Government Benefits Planning

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Montana CLE
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United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

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All Courses Available iOS/Android Web

About This Course

This CLE presentation will cover the role of different trusts in government benefits planning, including the use of revocable trusts, strategies for spousal planning through revocable trusts, long-term care planning with Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and relevant provisions for long-term care within powers of attorney.

Practitioners will gain insights into the distinctions between these trust types, learn how to draft provisions aimed at asset protection while maintaining eligibility for government benefits, and review the primary government benefit programs commonly accessed by individuals with disabilities.

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