Search for: "Asset Recovery Trust"
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27 Oct 2018, 9:35 am
As I mentioned in a lecture I gave during the asset recovery workshop, Mr. [read post]
13 Jun 2023, 2:45 pm
It’s the exploitation or manipulation of an older person’s finances or assets for personal gain by someone, often in a position of trust. [read post]
23 Jan 2015, 2:20 am
With this type of trust, you retain control of the assets throughout your life. [read post]
22 Apr 2021, 1:04 pm
This is called Medicaid estate recovery, and the assets that are left in a first party special needs trust would be available to Medicaid during the recovery phase. [read post]
17 Apr 2022, 6:07 am
Estate planning also ensures your assets are not wasted by frivolous spending. [read post]
27 May 2016, 5:00 am
Assets that remain in the trust would be in play during Medicaid recovery efforts. [read post]
17 Dec 2019, 6:47 am
Assets that are left in the trust after the death of the grantor/beneficiary would be available to Medicaid during estate recovery efforts. [read post]
2 Jan 2019, 10:42 am
However, when a special needs trust has been created by a third-party, the assets are protected from Medicaid recovery efforts. [read post]
15 Sep 2015, 4:00 am
Living Trusts A living trust is an asset transfer vehicle. [read post]
7 Feb 2020, 6:30 am
But note that the value of the homestead will not be excluded as a countable asset if the home is held in a revocable living trust. [read post]
6 Jan 2015, 10:15 am
These units represent a proportional interest in all of the oil and gas assets held by the trust, and each has a pre-determined maturity date on which all the assets held in the trust are sold, and the money that is realized from the sale is distributed to the unit holders. [read post]
21 May 2015, 6:30 am
If a special needs trust is established for the benefit of a Medicaid/SSI recipient, the trustee could use assets in the trust for certain approved purposes. [read post]
30 Apr 2011, 8:59 am
These trusts involve transferring a portion of the client's assets into a trust they don't control, but that benefits them. [read post]
7 Aug 2020, 12:43 pm
Recovery of Investment Losses – RAIT Financial Trust Have you suffered investment losses in RAIT Financial Trust? [read post]
5 May 2015, 3:26 pm
The assets held in that type of trust were not counted as assets of the Medicaid applicant before 1985. [read post]
5 May 2015, 3:26 pm
The assets held in that type of trust were not counted as assets of the Medicaid applicant before 1985. [read post]
31 Dec 2020, 6:23 am
In late November, Watermark Lodging Trust REIT reported its “NAV” or “Net-Asset-Value” as $5.51 per Class A share and $5.45 per Class T share. [read post]
21 May 2015, 6:30 am
If a special needs trust is established for the benefit of a Medicaid/SSI recipient, the trustee could use assets in the trust for certain approved purposes. [read post]
3 Jan 2022, 7:00 am
So, what exactly is the trust fund recovery penalty? [read post]
15 Jun 2017, 8:24 am
Recovery of Investment losses in American Finance Trust Have you suffered investment losses in American Finance Trust (AFT)? [read post]