Estate and Trust Planning

Trust Administration Webinar Materials:
– Trust Admin Workshop Presentation May 2022
– PCS Trust Funding Documents Form 1
– PCS Trust Funding Documents Form 2
– PCS Trust Funding Documents Form 3
– PCS Trust Funding Documents Form 4
– PCS Trust Funding Documents Form 5
– PCS Trust Funding Documents Form 6
– Tax Forms 7-11
– PCS Client Maintenance Annual Agreement Form 12
– Trustco Bank Handouts May 2022

Other Resources:
-Long Term Care Planning with Asset Protection Presentation for the Legal Project/NYS EAP
 – Beneficiary Controlled Trusts Handout
– Estate Planning Questionnaire
-OASAS Presentation: Wills, Living Trusts & Estate Planning
– ABCs of Trust Planning
– When is it Time to Service Your Estate Plan?
– ‘Is Your Estate Plan Buttoned Up?’ Presentation

Medicaid Planning

Medicaid Monday

Other Resources:
– Beneficiary Controlled Trusts Handout
– Estate Planning Questionnaire
-OASAS Presentation: Wills, Living Trusts & Estate Planning
– ABCs of Trust Planning
– When is it Time to Service Your Estate Plan?
– ‘Is Your Estate Plan Buttoned Up?’ Presentation