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Vermont Estate Planning and Medicaid Planning Attorneys

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New York: (518) 389-6020

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Incapacity Planning

August 22, 2018 by Stephen Hartnett

Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article discusses the elements of incapacity planning and the need for flexibility to do Medicaid planning. It discusses how a trust with Medicaid triggers can allow that. Incapacity Planning   … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Medicaid, powers of attorney, incapacity, revocable trust, unexpected, Medicaid triggers

Revocable Living Trusts

February 28, 2014 by Ellen LaPlante

Created to transition certain legal rights in case of incapacity, revocable living trusts are an important tool for those planning for their future. It’s a written contract between the grantor or settlor (the one who creates it) and the trustee – the one named to oversee the trust. It’s not at all uncommon, especially in Vermont, that a grantor is also the trustee. It might be that there is more than one grantor, too. It’s these types of versatile options that make them popular. In a … [Read more...]

Filed Under: General Tagged With: Estate Planning, Probate, Living Trusts, will, Revocable Living Trusts, grantor, legal rights, incapacity, traditional trust agreement, funded trust, unfunded trust, estate tax savings, subtrusts, unified tax credit, marital tax

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Essex Junction, VT

26 Railroad Ave
Essex Junction, VT 05452
United States (US)
Phone: (802) 879-7133
Fax: (802) 879-0408

Map

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM

Albany, NY

415 New Karner Road
Albany, NY 12205
Phone: (518) 389-6020
Fax: (518) 389-6074

Map

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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