Drafting Successful Medicaid Trusts

Creating an effective Medicaid trust requires not only a deep understanding of trust law, but also of estate and tax planning. You must know how to draft trust terms that will get approved—not always easy when it seems unclear what the state will—and will not—allow. Using the right language and key terms is vital—and more challenging than ever.  This program provides analysis of recent and current Medicaid trust cases both at the fair hearing stage and at the Superior Court and Supreme Judicial Court.

Co-presented by: Karen Johnson , Esq.

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