Long Term Care Insurance (LTCI)

Estate Planning, Trusts, Estates, Probate, and Elder Law Attorney

Monty L. Donohew


Long-term care insurance can be underwritten like annuties, life insurance, disability insurance, or health insurance. At a minimum, the beneficiary should be changed to the trust. A change of ownership should be considered, but only after review of the policy. With some policies, particularly if it is underwritten like an owner-driven annuity, change of ownership will despoil some of the policy benefits. It is best to consult with an estate planning attorney or qualified insurance adviser.

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