Utilizing a Trust for Your Elder Law and Estate Planning Needs in New York

Join elder law attorney Anthony J. Enea, Esq. for an in-depth look at trust options for estate and Medicaid planning purposes. This program will cover the benefits of utilizing a trust and the differences between revocable and irrevocable trusts.

Learning Objectives:

1. Define the trust and identify its role in estate tax planning and wealth transfer planning, asset management in the event of disability, and probate avoidance

2. Identify the different types of revocable and irrevocable trusts available

3. Explore the pros and cons of the various trust types as well as in what circumstances each is appropriate