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Qualifying for TennCare and VA Benefits: Use of Irrevocable Trusts - On-Demand
Webinar now available on-demand.
As an attorney, you need to know how to place your client's assets into a properly drafted irrevocable trust, thereby minimizing loss of control while maximizing future eligibility for TennCare and VA benefits.
Learn more about the ins and outs of irrevocable trusts by ordering in this on-demand webinar.
Your Webinar Agenda:
- Recent cases that make it harder to protect client's home from TennCare estate recovery
- Disadvantages of outright gift
- Features of property designed grantor trust for TennCare and veterans planning
- Why and when to bifurcate the trust
- The key role of the trustee
- Irrevocable trusts in VA benefits planning
- Gift tax return
Order this advice-rich webinar on-demand risk free.
Qualifying for TennCare and VA Benefits: Use of Irrevocable Trusts — is just $107.
Because this is an on-demand webinar you enjoy:
If you ordered an on-demand webinar, your access instructions with link to download all materials will be sent to you via email within 24 hours of the program airing. Please add Custserv@blr.com to your safe sender list to ensure delivery.
About your presenter:
Attorney Alexander M. Taylor was a tax lawyer with the Chief Counsel’s Office for the Internal Revenue Service in Washington, D.C., from 1970 to 1974. He is now a shareholder with Kennerley, Montgomery, & Finley, P.C., in Knoxville. His law practice concentrates on estate planning, probate, elder law, and general tax issues. Alex is a graduate of the University of Tennessee Law School (J.D., 1970) and George Washington University (L.L.M. in Taxation, 1974).
Mr. Taylor is a member of Knoxville Bar Association, Tennessee Bar Association (member of estate planning and elder law sections), the National Association of Estate Planning Attorneys, the Knoxville Estate Planning Council (Past President), and the National Academy of Elder Law Attorneys. Mr. Taylor is certified as a specialist in estate planning by the American Bar Association’s Estate Law Specialist Board, Inc. He is also certified to represent veterans and their families before the United States Veterans Administration.