[WSBAPT] Trusts and Friend-Educated Clients

[Paul Neumiller]

By the way, the couple is healthy, happy, and in their mid-50s.  Estate size of around $5 million.


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From: Paul Neumiller
Sent: Thursday, July 27, 2023 12:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Trusts and Friend-Educated Clients

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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