Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
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Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients
The Elder Law Coach
14 minutes
1 year ago
Ep. 39. Spotting Trust Mistakes: Identifying Two Key Errors That Convert Clients
Send us a text Do you have trouble getting people to hire you to amend their trust done by another attorney? Are you creating trusts with terms that are not in your client's best interest? Unlock the secrets to effective trust management and protect your clients' interests with insights from Todd Whatley, a veteran in elder law. Discover why Todd advocates for creating new trusts over amending old ones and learn how this approach can safeguard assets from bankruptcy, divorce, laws...
The Elder Law Coach
Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
