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PRODID:-//CTNAELA - ECPv4.4.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
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X-WR-CALNAME:CTNAELA
X-ORIGINAL-URL:https://www.ctnaela.org
X-WR-CALDESC:Events for CTNAELA
BEGIN:VEVENT
DTSTART;TZID=UTC+0:20150227T080000
DTEND;TZID=UTC+0:20150227T170000
DTSTAMP:20260424T000114
CREATED:20150219T162334Z
LAST-MODIFIED:20150219T162334Z
UID:2027-1425024000-1425056400@www.ctnaela.org
SUMMARY:NAELA Lunch and Learn Webinar - Fun Trust Tricks with Adverse and Nonadverse Parties
DESCRIPTION:The Cost:  Free to Members  |    Does this sound familiar? Greta Grantor wants to deed her home in a trust to protect it in case she ever requires nursing home and Medicaid. Greta also knows there might come a time when she needs to downsize and sell her home. Preserving the tax-free sale of the home while not breaching Medicaid rules in order to keep the home a noncountable asset are important goals. Another client\, Sam Settlor\, wants to move assets into a trust in order to qualify for VA benefits. Because the VA will likely question the existence of a grantor trust if taxable income from his trust shows up on his Form 1040\, avoiding grantor trust status is important. Sam also wants some control over trust distributions and who may inherit. Answers for Greta and Sam might involve the use of adverse and nonadverse parties. Grantor trust status is achieved by the grantor retaining certain benefits or powers over trust assets (herein called "grantor power").\n\nContact For More Information:                                                 Dannie Larkin  (703) 942-5711 ext. 229 or dlarkin@naela.org\n\n\nImportant Information:                                                 After completing thru to the store check out\, a confirmation email from Dannie Larkin will be sent to your primary email with the GoToWebinar link to join the webinar.  The confirmation is automated\, but often members do not find in their email\, please check your spam/junk filter if you don't receive link but went through check out.\n
URL:https://www.ctnaela.org/event/naela-lunch-and-learn-webinar-fun-trust-tricks-with-adverse-and-nonadverse-parties/
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