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Understanding complex legal and related issues is tough enough without having to filter through the legalese. As the Plain English Attorney(TM), Jeffrey G. Marsocci utilizes his knowledge and experience as an attorney licensed in North Carolina and as a Certified Medicaid Planner(TM) nationwide in the U.S. to break down topics such as estate and Medicaid planning, financial strategies, and other topics of interest. For more free information, please go to www.linktr.ee/plainenglishattorney.
Episodes
Saturday Nov 01, 2025
Saturday Nov 01, 2025
You’ve probably heard it before: 👉 “Once you set up an irrevocable trust, you can’t change it.”
Well… that’s mostly true but there are ways to achieve the same result without technically amending the trust.
In this episode, I break down how it’s possible to restructure or “decant” an irrevocable trust to reflect new circumstances such as changes in trustees, beneficiaries, or family dynamics while staying compliant with legal and tax rules.
#estateplanning #irrevocabletrust #medicaid
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