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5 Medicaid Planning Trusts Explained (1.5-Hour Audio)

$ 99.00
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Description

In this audio recording, Mr. Siegel goes through, and explains the reasons for the drafting of, all of the provisions of the five (5) forms he wrote.

Specifically, he covers his:  First Party Special Needs Trust (aka Self-Settled Special Needs Trust), Supplemental (aka Special) Needs Trust By Third Party, 5-Year Income Only Trust, Miller Trust, and Life Care Agreement which are on www.NLFforms.com under the "Trusts" category on the homepage.  Alternatively, click here: 5 Medicaid Planning Trusts for Sample Pages, Full Form(s) Description and to purchase.

FREE 5 MINUTES: To hear - for free - five minutes of this valuable and practical audio presentation by Mr. Siegel, please click here:  5 Minutes FREE

UPON PURCHASE, you immediately receive an email with a link to the audio recording. The recording is alsoimmediately stored in your online account for your immediate and unlimited reference. You may access your purchased recording whenever, and as often as, you wish.  

Audio Recording Content -  Length: (1.5 Hours)

Introduction - 2 minutes

First Party (aka Self-Settled Special Needs Trust - 20 minutes
- why, and when to, use this trust
- how it is different from the Supplemental (aka Special) Needs Trust) By Third Party
- all provisions covered

Supplemental (Special) Needs Trust By Third Party - 18 minutes
- why, and when to use this trust
- how it is dfferent from the First Party (aka Self-Settled) Special Needs Trust
- all provisions covered

5-Year Income Only Trust - 19 minutes
- why, and when to, use this trust
- all provisions covered

Miller Trust - 16 minutes
- why, and when to, use this trust
- all provisions covered

 
IMPORTANT:  This audio presentation is an explanation of the provisions of each of Mr. Siegel's 5 Medicaid Planning Trust forms. Thus, you must have these forms in order for this presentation to be useful to you.  To purchase the Medicad Forms click here: 5 Medicaid Planning Trusts - or scroll to "5 Medicaid Planning Trusts" under the "Trusts" catgory on the homepage of www.NLFforms.com.

Related Book: You can buy, and immediately download, Mr. Siegel's 60-page book entitled "Social Security, Medicare And Medicaid: What You Need To Know", by selecting "Books To Download" on the homepage of www.NLFforms.com and scrolling to that title.
 
**NO CLE/MCLE CREDIT: This program does not qualify for CLE or MCLE credits and no applications will be made to any state for such accreditations. If you are looking for CLE/MCLE courses, please go to www.nlfcle.com(courses on CD and DVD)  and www.nlfonline.com (online courses).


Mr. Steven G. Siegel
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.
 
He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.
 
Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others.  He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
 
The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.

You may also be interested in the following form(s) and/or downloadable books:

   5 Medicaid Planning Trusts (46 Pages)

5 Medicaid Planning Trusts (46 Pages)
$ 185.00

Social Security, Medicare And Medicaid: What You Need To Know (60-Page Book)

Social Security, Medicare And Medicaid: What You Need To Know (60-Page Book)
$ 30.00

3 IDGT Forms Explained (1-Hour Audio)

3 IDGT Forms Explained (1-Hour Audio)
$ 99.00
 
 

 

 

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ONLINE CLE COURSES

Many states permit CLE credits to be earned by study of online courses. To see our many online CLE courses, go to : www.nlfonline.com

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CLE Courses

Many states permit CLE credits to be earned by study of audio CDs and DVDs. To see our recorded CLE courses, go to : www.nlfcle.com.
 
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