Asset Protection and Medicaid Planning Estate Plan

The Asset Protection and Medicaid Planning Estate Plan includes the following:

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• Health Care Directives (Living Will and Heath Care Power of Attorney)

• Pourover Will (must be probated, but only if any assets missed after the execution and funding of your estate plan)

• Durable Power of Attorney (for financial purposes)

• Revocable Living Trust (fully customized)

• Irrevocable Asset Protection Trust (fully customized)—Grantor Trust with no separate tax identification number—all income taxes under Grantor’s SSN

  • Full asset protection for the parents and children

  • Full planning for Medicaid eligibility

• Personal Care Plan (instructions detailing your preferences for end-of-life care)

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