Can I Transfer a Residence to an Irrevocable Trust?

Placing a personal residence into an irrevocable trust is a common planning technique. This strategy can protect the home from being counted as a resource for Medicaid eligibility purposes and ensure it passes to beneficiaries according to the Grantor’s wishes. Before taking this step, it is important to review how the transfer may affect property tax exemptions, capital gains taxes, and Medicaid rules.

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