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berettafan berettafan is online now
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Join Date: Feb 2006
Location: Maryland
Posts: 22,097
This is called medicaid planning.

Some atty's won't do it as they have a moral objection to it.

Revocable trusts don't achieve the goal of medicaid planning.

Estates are a GOOD thing if you are passing appreciated assets to your heirs. Most all of us don't have enough of an estate to actually pay estate tax. Medicaid planning has you gifting the asset to a person and their basis is YOUR basis. Meaning you no longer get the step up.
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Well i had #6 adjusted perfectly but then just before i tightened it a butterfly in Zimbabwe farted and now i have to start all over again!
I believe we all make mistakes but I will not validate your poor choices and/or perversions and subsidize the results your actions.
Old 01-23-2020, 06:30 AM
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