The Use of Trusts in Government Benefits Planning

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Pennsylvania CLE
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Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

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November 20
This course aired live on Wednesday, November 20, 2024
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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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