Webinar Registration

Advanced Trust Strategies for Asset Protection, Tax Efficiency, and Long-Term Care

Date: Wednesday, February, 4 2026 12:00 PM

CE Eligible

Duration: 75 minutes

Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®

Estate Planning Expert Wescott Financial Advisory Group

Scott Levin is a Financial Advisor, Senior Estate Planning Specialist with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and charitable and estate planning reviews, recommendations and implementation. Committed to designing optimal paths for his clients to live their ideal lives, Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters.

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Explore sophisticated trust structures that go beyond basic estate planning documents in this advanced session. Participants will discover the strategic implementation of Medicaid Asset Protection Trusts (MAPTs), including critical timing and circumstances for long-term care planning. The session will cover Beneficiary Deemed Owner Trusts (BDOTs) and their tax advantages, plus advanced document provisions like the Clayton Election. Using practical examples, attendees will uncover ways to integrate these sophisticated tools into comprehensive estate planning solutions for complex client needs.

3 Learning Objectives:

Participants will be able to:

 Apply Medicaid Asset Protection Trust (MAPT) strategies to shelter client assets and demonstrate how these trusts enable qualification for Medicaid long-term care benefits, including skilled nursing facility coverage.

 Analyze Beneficiary Deemed Owner Trusts (BDOTs) address SECURE Act challenges by comparing their effectiveness in maintaining creditor protection, divorce protection, and distribution control against the 10-year RMD distribution limitations.

 Understand how specialized Trusts and Trust provisions can add enable clients to address unique objectives and law changes. GRT, etc.

Content Levels: Advanced

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.