Second Half of Life Podcast

Making Charitable Donations Before and After Setting Up a Trust

September 15, 2020 Steinbacher, Goodall & Yurchak Season 1 Episode 25
Second Half of Life Podcast
Making Charitable Donations Before and After Setting Up a Trust
Show Notes

In this brief clip from our Wine & Wills Virtual Happy Hour held on July 21, 2020, Long-Term Care Planner Kristin Daugherty discusses making charitable donations both prior to and after the establishment of a trust, and how that can affect eligibility for Medicaid to pay for the cost of long-term care. She also explains her work with clients and arguing before the Department of Human Services on behalf of clients regarding charitable contributions. Attorney Landon Hodges also discusses charitable contributions made from trusts.