Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern - reducing taxes for retirees and their heirs.
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Advisors weigh taxes and creditor protection versus control over assets when selecting a trust.
educational topics
Lindsay Graves of The Graves Law Firm is passionate about educating the community year round. She is proud to have written and contributed to many articles and books. Below you can view a list of articles & practice manuals Lindsay has contributed to for educational purposes.
Protecting assets while qualifying for medicaid
the probate process from start to finish
medicaid: beyond the basics
advanced elder law
check our calendar to attend one of these topics in person!