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Leigh Hiltion, Denton Estate Planning Lawyer
Medicaid Really is a Maze

I taught a portion of the Medicaid Maze 2012 this last week. My portion was on legal documents needed for estate planning and elder law planning. Gary Crooms of Senior Information Services taught a wonderful three-hour CE Course on Medicaid, Aid, and Attendance for Veterans and other issues related to paying for long-term care. This was my third time to attend and every time I learn something new. I am always impressed by Gary's knowledge of what is going on in these areas. Read more on Leigh's blog.

This month’s article is the second in a series on protecting inherited retirement plans.

Protecting Inherited Retirement Plans - Part 2

Last month, we covered the startling fact that inherited IRAs are not asset protected, and now we will move on to how you can asset protect your heirs' inherited IRAs.

The Retirement Plan Trust

Can you asset protect your beneficiaries' inherited IRAs and qualified plan accounts and ensure that your beneficiaries receive the maximum stretch out benefit of tax-free compounded growth? The answer is a resounding, "YES!" The Retirement Plan Trust can do just that.

The Retirement Plan Trust is designed to weave carefully through the many pitfalls that exist in the law.

To learn more about protecting inherited retirement plans, visit our blog.

Thank you for the referrals!

  • Chris Robinson
  • Zal Parkh
  • Mike Woods
  • Barbara Gailey
  • Kyle Ratcliff
  • Wes Pingleton
  • Jackie Ward
  • Pete McCleskey
  • Mike Gregory
  • Mark Middleton
  • Johnny Turner
  • Christian Bridges
  • Kim Markel
  • Sara Marotto
  • Laura Ramirez
  • Michael Foster
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