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Medicaid Asset Protection Trusts – Part II: Avoiding Taxes
In Part I we learned what a Medicaid Asset Protection Trust, referred to as a “MAPT”, is and why you need one. In Part II we explain how to avoid taxes with this extraordinary estate planning tool.
Join the lawyers at Vasiliadis Pappas Associates for a FREE one-hour webinar on how to achieve tax savings with a Medicaid Asset Protection Trust.
You will learn:
- What “Grantor Trust” status is under the tax code, why you want it, and how to achieve it
- How sale of your home inside the Trust will escape payment of income tax
- What a “swap” power is and why it will save you money
- A way for your beneficiaries to escape income tax upon the sale of appreciated inherited trust assets.
- And more!
Wednesday, October 15, 3pm – 4pm
There will be a Q&A so please bring your questions!
OR
Call to sign up
610-694-9455
*Certified as an Elder Law Attorney by the National Elder Law Foundation as accredited by the Pennsylvania Supreme Court.
Everyone is talking about our free workshops
“We found your workshop extremely helpful. The material was thought provoking and very well organized. We have several clear examples in our extended family of misconceptions, mistakes, and poor planning, and your material added clarity to our current needs. Once again, GREAT seminar. VERY well worth the time.”
Speaking Engagements
Topic: POLST/MOLST Advanced Care Planning Directives for Dementia Care
What people say about our speaking engagements
“Responses to your presentation continue. People were impressed with the sense of honesty, clarity and fairness with which you spoke. Concerns you raised were an eye opener for many, and it is obvious that there will be several who will be reassessing their long-term financial and health care plans. On behalf of all who benefited from your wisdom and expertise, thank you. I hope you realize that you represent the very best of your profession!”
We Can Speak to Your Group
Vasiliadis Pappas have presented hundreds of lectures and seminars to community and professional groups on elder law and estate planning issues. If you would like to request someone from our firm to speak at an event, contact us at:
610-694-9455
info@lawvp.com