Attorney Riley Kern provides a brief description of what a special needs trust is, along with the major differences between first and third party special needs trusts. If you want to learn more or discuss how a special needs trust could benefit you or a loved one, reach out to Tallgrass Estate Planning, LLP.
Attorney Riley Kern of Tallgrass Estate Planning gives a brief explanation of what a Grantor Retained Annuity Trust is and why right now (Spring 2020) is an ideal time to create one.
This conversation was recorded on May 13, 2020, as a Facebook Live video at FB.com/TallgrassEstatePlanning. We explain the income and asset tests for Medicaid qualification, and provide a brief overview of how a Medicaid Asset Protection Trust can help preserve assets from a Medicaid "spend-down."
Attorney Riley Kern gave this presentation to the Oklahoma Bar Association Estate Planning, Probate, and Trust Section. What is a Stand-Alone Retirement Trust? What is the SECURE Act? What should you consider when drafting SRTs after SECURE?
