ICLE | Medicaid Planning with SBO Trusts
Medicaid Planning with SBO Trusts
On-Demand Seminar (Posted 01/04/21) | Level: Advanced

Recent policy changes to BEM 405 provide that transfers to a trust "solely for the benefit of" a community spouse now will be reviewed for divestment. Our experts provide drafting tips. They also discuss the divestment analysis and how to get client buy-in.

Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Susie Chalgian and Erin Majka discuss how to review an SBO trust under a divestment analysis....
Already a Partner?