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Susie Chalgian and Erin Majka discuss how to review an SBO trust under a divestment analysis.
Medicaid Planning with SBO Trusts
On-Demand Seminar (Posted 01/04/21) | Level: Advanced
Recent policy changes to BEM 401 provide that transfers to a trust "solely for the benefit of" a community spouse will now be reviewed for divestment. Our experts provide drafting tips and discuss the divestment analysis and how to get client buy-in.
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