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Today we helped an attorney who (because of the client’s assets) would not have been able to do a MAPT unless we were able to deal with the IRA. The result, we were able to get the client 50 months of LTC using his IRA monies and the other non-qualified assets now fit comfortably into a MAPT (e.g., no worries about potential LTC costs during the 5 year lookback period). A win/win for the attorney and client.

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