The Listen to Lawrence Podcast Series
Listen to Lawrence, hosted by Lawrence Eric Davidow, Senior and Managing Partner of the Elder Law, Special Needs and Estate Planning firm of Davidow, Davidow, Siegel & Stern, is a podcast with a question and answer format dedicated to explaining Elder Law Planning concepts. Questions are submitted and then answered one topic at a time in each podcast.
The Listen to Lawrence Podcast Series
The Listen to Lawrence Podcast: Pooled Income Trusts
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Lawrence Eric Davidow
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Season 2
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Episode 3
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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.