top of page

Syndicate Legal Advisory Services prepares Medicaid Trust nationwide.

 

What’s included:

  • Irrevocable Medicaid Asset Protection Trust Agreement (including irrevocability provisions, income-only or restricted distribution language as directed by the customer, trustee powers, beneficiary designations, remainder provisions, and related standard clauses)
  • Schedule of Assets (Schedule A)
  • Certificate of Trust / Abstract of Trust
  • Assignment of Personal Property (and related assignment forms as applicable)
  • Pour-Over Will
  • Durable Financial Power of Attorney
  • Health Care Power of Attorney / Advance Health Care Directive
  • Living Will or Advance Directive (state-appropriate form)
  • Basic trustee acceptance and related ancillary forms
  • Funding guidance outline / sample transfer checklists (informational only)
  • Additional or state-specific instruments (such as real estate deeds, quitclaim or warranty deeds to transfer property into the trust, or other funding documents) may be prepared upon request or as part of an expanded package, subject to separate confirmation.

MEDICAID TRUST

$475.00Price
Quantity
Steve Mueller Apple Store

Get the
Syndicate Subscription Legal App
In the Apple App Store

DISCLAIMER: The information on this site is for informational purposes only and should not be taken as legal or financial advice. Requesting additional information or submitting information through this site or any contact form does not mean an attorney-client, or any other professional services provider-client relationship has been formed. Syndicate Legal Advisory Services is a legal advisory firm. As a legal advisory firm, Syndicate Legal Services provides guidance, analysis, compliance support, and strategic counsel on legal matters, but does not litigate, appear in court, or formally represent clients in legal proceedings.

​

For Terms of Service, Disclaimer and Privacy Policy, click here.​​

For Mandatory Arbitration Policy, click here

​

bottom of page