Advanced Tax Considerations in Elder Law: Trusts, SNTs, and Medicaid Planning

Take a practical look at the tax issues that come up when working with Special Needs Trusts (SNTs), Irrevocable Trusts (IRTs), and Revocable Living Trusts (RLTs) in elder law planning. This session will cover grantor trust status and what counts as a completed gift, capital gains taxes when moving assets into SNTs and how income taxes work with different types of trusts, including those used for Medicaid planning and family wealth management.
Originally presented as part of the Elder Law Short Course 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9007-25R-03

$65.00 or 1.00 credits

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Expires 9/1/2027

Take a practical look at the tax issues that come up when working with Special Needs Trusts (SNTs), Irrevocable Trusts (IRTs), and Revocable Living Trusts (RLTs) in elder law planning. This session will cover grantor trust status and what counts as a completed gift, capital gains taxes when moving assets into SNTs and how income taxes work with different types of trusts, including those used for Medicaid planning and family wealth management.
Lorraine K. Cavataio, Sandberg Phoenix, O’Fallon

Overview
Specifications

Expires 9/1/2027

Take a practical look at the tax issues that come up when working with Special Needs Trusts (SNTs), Irrevocable Trusts (IRTs), and Revocable Living Trusts (RLTs) in elder law planning. This session will cover grantor trust status and what counts as a completed gift, capital gains taxes when moving assets into SNTs and how income taxes work with different types of trusts, including those used for Medicaid planning and family wealth management.
Lorraine K. Cavataio, Sandberg Phoenix, O’Fallon

Products specifications

Category	Elder Law
Program Date	09/18/25

Products specifications

Category	Elder Law
Program Date	09/18/25

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