90 Minutes with an Estate Attorney
Is it best to gift assets to others while I'm alive or after I've passed? What about estate tax and gift tax planning? Should I gift my money away in a will or a trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current trust - does it avoid the nursing home? Get the answers to these questions and many more, including how to plan and place your assets to meet your retirement/ nursing home/legacy goals.
Steve is the founding member of Ledin Law PLLC, a small business and estate planning focused law firm based in the East metro area. Steve practices extensively in the areas of estate planning and corporate transactional law. His services in estate planning cover a wide spectrum of clients varying in estate size, value, and complexity from young couples starting a life together, up to large well-established estates of significant value and complexity. In the transactional business area, he provides services on a wide variety of legal matters including business formation; mergers and acquisitions; buy-sell agreements; contract review and negotiation, real estate purchasing/leasing; and business succession.