Assuming the SAME fact set as before, but in this case Golda also wants to avoid asset secure if she should go into a nursing home as part of her plan How would we amend her estate plan? How much in assets can Golda keep in her name? how can we got assets out of her name? if it is not set up as a on tor trust how much can Golda fund the trust with without triggering an estate tax return? How much tax will she pays she exceeds that inte How will an extended nursing home stay effect her IRA accounts? Can she still leave money to her chanty and her five grandkids Here is the original fact set Samantha Spartans mother, Golda Grizzly, heard how much Samantha liked you as bet estate planning attorney so she has come to you for estate planning Golda is diyorced from Samantha s talber, Grgory At the time of her divorce, Golda, who is now 67 received a very nice settlement from Gregory and she is a good investor Golda has substantial assets and she received a portion of Gregory former 401(k) plan through a qualified domestic relations order which she rolled over into her IRA AS someone who has devoted a lot of time to volunteering she would be to leave a substantial portion of her state to charity, figuring that Gregory will take care of their children, Samantha and Gillian for the most part She would also like to leave some money to her five grandchildren who range in age from 3 to 14 Goldas assets are as follows Condo (no mortgage) $500,000.00 Cash and Investments 1,200,000.00 Goldas RA 2.000.000.00 Goldas Roth IRA 150,000.00 Goldas Life Insurance 250.000.00 Total Assets $4,100,000.00 Assuming the SAME fact set as before, but in this case Golda also wants to avoid asset secure if she should go into a nursing home as part of her plan How would we amend her estate plan? How much in assets can Golda keep in her name? how can we got assets out of her name? if it is not set up as a on tor trust how much can Golda fund the trust with without triggering an estate tax return? How much tax will she pays she exceeds that inte How will an extended nursing home stay effect her IRA accounts? Can she still leave money to her chanty and her five grandkids Here is the original fact set Samantha Spartans mother, Golda Grizzly, heard how much Samantha liked you as bet estate planning attorney so she has come to you for estate planning Golda is diyorced from Samantha s talber, Grgory At the time of her divorce, Golda, who is now 67 received a very nice settlement from Gregory and she is a good investor Golda has substantial assets and she received a portion of Gregory former 401(k) plan through a qualified domestic relations order which she rolled over into her IRA AS someone who has devoted a lot of time to volunteering she would be to leave a substantial portion of her state to charity, figuring that Gregory will take care of their children, Samantha and Gillian for the most part She would also like to leave some money to her five grandchildren who range in age from 3 to 14 Goldas assets are as follows Condo (no mortgage) $500,000.00 Cash and Investments 1,200,000.00 Goldas RA 2.000.000.00 Goldas Roth IRA 150,000.00 Goldas Life Insurance 250.000.00 Total Assets $4,100,000.00