This course will teach the basics of trusts, including the essential elements of every trust and their many uses, including probate avoidance, tax reduction, planning for incapacity, and asset protection. It will explain the role of trustees and the rights of beneficiaries and the difference between revocable and irrevocable trusts.

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Everyone is at risk of needing long-term care and if the need arises it can upset the otherwise well planned retirement. We will explain the difference between Medicare and Medicaid and what they cover as well as the basic eligibility rules for Medicaid and Medicaid planning. It will also review some of the prior course material on planning for incapacity. The tax section of the class will provide an introduction to both estate taxation and estate tax planning (relevant to few taxpayers today) and the ins and outs of the tax on capital gain, especially the step-up in basis. 

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