In Medicaid planning, and in estate planning, transfers of securities are often an important part of the plan.
It is important that these transfers be carried out efficiently, and without unnecessarily incurring tax liabilities.
When securities are held in retirement accounts (IRA, 401k, 403b, or other), it is particularly important that the situation be analyzed correctly, in order to obtain optimal results.
Advising and assisting with transfers of securities to effectuate a Medicaid plan or an estate plan is a regular part of Lamson & Cutner’s practice. If you have financial advisors or stock brokers who help you with your investments, we will work closely with them, so that they can continue to maximize your investment returns while we assist you with re-structuring how your investments are held.