The Medicaid Asset Protection Trust: From Initial Consult to Funding

The EC Medicaid Asset Protection Trust® (MAPT) is the keystone to many ElderCounsel members’ proactive planning practices. During this three-day live event, it will cover the full life of MAPT planning from how to talk to clients about proactive planning, trust considerations and design, to trust funding.

Some of the specific topics covered during this course will be:

  • Applicable Medicaid Law
  • Basic Trust Design Considerations
  • Beneficiaries
  • Advanced Trust Design Considerations
  • Trust Protectors
  • Special Assets and How to Read the Paperwork
  • Taxation
  • Medicaid Application Considerations
  • Funding

In this program leverage Mark Munson’s in-depth knowledge of all things MAPT and Jill Roamer’s ElderDocx® drafting insights to provide a practical overview of this important asset preservation planning tool. ElderCounsel members will have the opportunity to draft a MAPT during this interactive program.

You will walk away from this course with a deep understanding of a MAPT’s technical aspects, how to draft it accordingly in ElderDocx, which assets are right to be funded into the trust, and how to fund the MAPT.

This course will be hosted at our classroom, The LAB @ Denver, in Denver and it will also be broadcast live via Zoom. The sessions are scheduled to start Wednesday afternoon and conclude Friday at noon. This was done to allow you to travel to Denver Wednesday morning and leave Friday afternoon if you would like to minimize your travel time but attend sessions.

Course Dates

The event will be held virtually from August 24-26, 2022.

Pre-camp call: Wednesday, August 17, 3:00 p.m. ET

Presenters: Mark D. Munson, J.D., CELA, Jill Roamer, J.D., CIPP/US, and Jim Wolverton, J.D.





In-Person Price: $495
Virtual Webcast Price: $995
Reserve your seat for $250 (remaining balance will be charged 3 business days before the course)



Contact Information

888-789-9908, Option 3