Structuring Medicaid Asset Protection Trusts: Medicaid Eligibility, Look-Back Rules, Basis, Gift Tax Rules
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will provide elder law counsel in-depth guidance on structuring Medicaid asset protection trusts (MAPTs) to benefit their clients' Medicaid eligibility and tax planning needs. Our panel will discuss common pitfalls of utilizing trusts in elder law, look-back requirements, income tax basis, gift tax rules, and more.
Outline
- Key challenges of structuring MAPTs
- Look-back rules
- Structuring key provisions
- MAPT tax benefits and potential issues
- Estate
- Income
- Gift
Benefits
The panel will review these and other key issues:
- How is a MAPT beneficial for Medicaid eligibility purposes?
- How are the various and specific Medicaid eligibility requirements integrated with the MAPT?
- How does the MAPT intersect with estate, income, and gift taxes?
- What are the necessary drafting techniques to maximize benefits?
Faculty
Rachael A. Houck, J.D.
Owner/Attorney
Houck Menninger Law
Ms. Houck’s practice centers around elder law, estate planning, and probate.
| Read MoreMs. Houck’s practice centers around elder law, estate planning, and probate.
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Michael J. Menninger
Owner/Attorney
Houck Menninger Law
Mr. Menninger focuses his practice on estate planning, including asset protection, working with farmers and... | Read More
Mr. Menninger focuses his practice on estate planning, including asset protection, working with farmers and small business owners, planning for special needs, and planning for same-sex couples. He also has an extensive background in estate, trust, and guardianship litigation. Mr. Menninger is committed to offering clients both legal knowledge and compassion in planning for their families and future. He understands that individuals and families face important decisions when considering everything they have accumulated through the years and everyone they love. His practice approach is to work closely with his clients to allay fears and accomplish goals with personal support and the clear information needed to properly plan. Licensed in Ohio, Indiana, and Kentucky, He is able to serve clients in the Southwest Ohio region and beyond. He has been named a Rising Star by Ohio's Super Lawyers.
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