The Estate Planning Mistake 90% of Attorneys Are Still Making
The iPug® Trust: The Flexible Planning Structure That Does More Than Your Revocable Trust Ever Could
You’re Not Making a Legal Mistake: You’re Making a Strategic One
Irrevocable trusts don’t have to be restrictive.
- Pure Grantor Trust design = flexibility, control levers, tax advantages, and planning adaptability.
Most attorneys are still treating irrevocable trusts like a last-resort or only an estate tax planning tool. And that’s the strategic mistake.
Because modern trust drafting, when built correctly as a pure grantor trust structure like the iPug(R) can:
- Preserve tax advantages
- Retain strategic flexibility for the client
- Allow future planning pivots
- Support asset protection goals
- Open Medicaid planning pathways to eligibility
- Give clients more control than they expect
- Increase the value of your planning engagements
This isn’t Medicaid planning – it’s the modern trust architecture.
Why you’ll want to tune into this webinar
If you’ve ever:
- built a revocable trust only to watch clients lose assets to care
- avoided irrevocable trusts because they felt “too complicated”
- struggled to explain why asset protection matters
- found yourself doing crisis Medicaid planning you could’ve prevented
- realized too late that “estate planning only” wasn’t enough
…then you’re feeling the exact pain this training eliminates.
Your clients need planning that works twice, for legacy AND long-term care. They just don’t know how to say it. But you need to know how to deliver it.
The Fix: The Trust Design Attorneys Are Under-Leveraging
That’s the purpose of this session.
We’ll teach you how certain trust structures, specifically LWP’s iPug® Trust, uniquely functions as:
- A tax-efficient planning vehicle
- An asset protection layer
- A Medicaid-positioning strategy
- A future planning platform
- A premium client solution
- …without the rigidity attorneys typically fear from irrevocable trust structures.
This is the missing half of estate planning that most attorneys were never taught.
What You’ll Learn in This Power Training
1. Why most attorneys misunderstand modern irrevocable trust design
And how “irrevocable” doesn’t mean inflexible.
2. What makes a pure grantor trust different from traditional irrevocable trusts
The tax, control, and planning advantages most firms overlook.
3. The iPug® structure explained in practical drafting terms
How it’s built and why it works.
4. How this design keeps planning doors open
Asset protection, Medicaid positioning, tax strategy, and legacy planning,all supported by the same structure.
5. When this trust should be your default recommendation
Client profiles you’re already seeing every week.
6. How offering this elevates your firm
Higher-value plans, stronger outcomes, better differentiation.
Who is this webinar for?
This training is essential for:
- Estate planning attorneys
- Elder law attorneys
- EP firms wanting to expand into Medicaid planning
- Attorneys who want to offer higher-value plans
- Any practitioner who feels frustrated watching clients lose assets unnecessarily
If you build trusts, draft plans, or run consultations, you need this.
Speaker
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Brittney Shearin Esq.Head of Product Development & Legal-Technical Attorney | Lawyers with Purpose
