The Listen to Lawrence Podcast: Pooled Income Trusts

09/03/2023 15 min Temporada 2 Episodio 3
The Listen to Lawrence Podcast:  Pooled Income Trusts

Listen "The Listen to Lawrence Podcast: Pooled Income Trusts"

Episode Synopsis

Lawrence Davidow, Managing and Senior Partner of the Elder Law, Special Needs and Estate Planning firm, Davidow, Davidow, Siegel & Stern, is joined by his partner, Michelle Jablonsky to discuss Pooled Income Trusts.  Discover exactly what this trust is, how it is used, why it is used, and if it is right for you.  Specifically geared for Medicaid eligibility purposes, the trust allows a way to have funds that are over the limit deposited and used for certain expenses.  There are many different ways these trusts can be set up depending on the entity managing the trust.