ALI-ABA

By Farr, Frigon, Frolik, Sitchler, Whitenack

Learn the tactics and recent caselaw necessary to create Medicare set-aside trusts.

Trusts for Senior Citizens also helps you deal with trusts involving senior citizens generally and to understand what types of trusts are prohibited or problematic in  particular situations. The authors also help you understand when an income-only trust may be appropriate.

Please Note: Trusts for Senior Citizens does not suggest that a Medicare Set-Aside Trust can be created for Seniors to preserve Medicaid eligibility or that Seniors can use a statutory Special Needs Trust to maintain or preserve Medicaid eligibility.  The Medicare Set-Aside information is related to Medicare’s interest in a personal injury and workers’ compensation settlement.  The publication clarifies the complex planning that needs to occur in anticipation of the golden years.