[WSBAPT] Trusts and Friend-Educated Clients

Paul Neumiller pneumiller at hotmail.com
Thu Jul 27 12:55:28 PDT 2023


This was a new one for me so I thought I'd bounce it off the hive-mind.  New estate planning clients have insisted they need a WA trust because the trust would make their Obama Care expenses free.  They say that their "good and very knowledgeable" friends told them that they set up a WA trust and now they qualify to get all medical expenses for free.  Any ideas?


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