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HELP

MEDICAID, TAXES, & THE SALE OF A HOME WITH A LIFE ESTATE

$75.00 each

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Complicated income tax and Medicaid questions often arise during the sale of a home with a life estate.  In this succinct program, the popular and highly knowledgeable David DePinto will demystify the issues and answer your most pressing questions.  Topics include: IRS requirements for allocation of proceeds for tax, cost basis allocations among life tenant and remainders, applying the Sec 121 $250,000 exlusions to a bifurcated deed, how to allocate proceeds for Medicaid and the related issues, compliance and tax filings and gift tax requirements.

Faculty: David J. DePinto, Esq.

Date of live program: January 8, 2014

MCLE Credit: 2 hours Professional Practice