In the precursors’ capstone session, attendees will be guided through an interactive drafting seminar designed to connect key concepts from earlier sessions while highlighting the legal and technical solutions available to WealthCounsel subscribers using Elder Docx™. This session will continue five case studies shared in the introductory session, drafting instruments that include the financial power of attorney, Medicaid Asset Protection Trust, Veterans Asset Protection Trust, Third-Party Supplemental Needs Trust, and SECURE Supplemental Needs Trust. Attendees will learn how to draft trusts to accomplish the following:

• Trigger or avoid grantor trust status
• Ensure basis adjustment at death
• Begin the five-year Medicaid clock
• Protect against lien and estate recovery
• Qualify for lifetime stretch on the distribution of inherited retirement assets