Name
Top 5 Design “Musts” in a Veterans Asset Protection Trust (VAPT)
Date & Time
Wednesday, August 1, 2018, 1:15 PM - 2:15 PM
Speakers
Description
Drafting a trust to qualify for Veterans Pension benefits involves numerous pitfalls for the unwary. During this session, we discuss crucial design issues including tax treatment of the home versus liquid assets, use of a testamentary limited testamentary power of appointment, choice of lifetime beneficiaries, and more.
Sessions
Marty Womer
Session Type
Breakout Session
Course Focus
Elder Law
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit