Browse Your Practice Area: 
Search Our Entire Catalog: 
My Account
 Catalog Online CLE Course Calendar Webcasts Podcasts Webinar E-Docs Pubs HelpLog In | Sign UpPrinter Friendly
Your shopping cart is empty 
Elder Law
search:
advanced
Publication
Publication
Using Trusts and Insurance for Asset Protection (Book Only)
Price: $69.00
Product №:06804-BK
Book №: 06804-BK
Publish Date:  8/1/2011
Buy Now
Tell a Friend
Contents
  Item Description |
Item Description Back to top

How can middle class clients avoid losing significant portions of their estates to the rising cost of long term care? Discover why crisis Medicaid planning has become less effective, and how clients can get better results with long-range planning. This informative manual examines the major alternatives: long term care insurance, life insurance options, replacement of qualified assets with insurance, and irrevocable trusts of various kinds. You will also learn how these strategies work in different circumstances and how to help clients choose the right one to protect their life savings.

Summary of Contents:
Paying for Long-Term Care–Are the Options Getting Any Better?–Introduction–The Options; Planning; A New Cost/Benefit Matrix; Conclusion | Using Insurance to Protect Assets and Save Taxes – Exercise Accelerated Death Benefit Election; Self Life Insurance Policy– Viatical Settlement; Sell Life Insurance Policy–Life Settlement; Transfer Life Insurance to Irrevocable Grantor Trust; Insure an IRA; Irrevocable Life Insurance Trust; Optimize the Medicaid Life Insurance Exemption; Fund Irrevocable Grantor Trust and Buy Long Term Care Insurance–Five & Out”; Assign Long Term Care Insurance to Community Spouse; Buy Long Term Care Insurance on Parent | Using Irrevocable Trust for Asset Protection–Purposes; Suitability; Drafting the Trust; Duties to Inform, Record and Report; Tax Considerations; Planning for Contingencies; Funding; Appendices

Number of Pages: 137


Back to top
Users who bought this Publication also bought... Back to top
Publication
Pennsylvania LLC Documents, Second Edition—Includes CD-ROM 
Publication
Understanding Easements in Pennsylvania (Book Only) 
Online Seminar
Medicaid’s Estate Recovery Program (NO CREDIT)
Publication
Estate Planning in Pennsylvania, 2012 Edition (includes CD-ROM) with 2013 Supplement 
Publication
Orphans’ Court for the Estate and Trust Practitioner: A Guide to Common Orphans’ Court Petitions and Procedure for Non-litigators (Book Only)
The Philadelphia Bar Association Probate & Trust Law Section—October 2012 Quarterly Meeting
 
Contact us at (800) 932-4637
Email us at info@pbi.org
Having trouble using this site?
Help us improve
Powered by Legalspan