Please note - this purchase is for a digital download of the Learn
Online Materials, including online viewing / download of the video
presentation.
BBA Member Price: FREE. Included as part of your
membership
Non-Member Price: $75.00
Description:
This program will address updates on the use of irrevocable trusts for
MassHealth planning. Topics will include:
- Recent cases and decisions
- How to spot problematic trust provisions
- When to have an old trust reviewed
- What can be done about a defective existing trust
- How to draft new trusts to avoid countability
Speakers:
Sarah Hartline,
Margolis &
Bloom