Ruder Ware LLSC
Mark D. Munson, CELA, CAP
Business

500 N 1st St, Ste 8000
Wausau, WI 54403-4871
(715) 845-4336

Additional Locations

Extra Locations
222 Cherry Street Green Bay, WI 54301-4223

Author Of

TitleDescription
Retirement Benefits Planning After the SECURE ActThis session will include a discussion of retirement benefits planning to the passage of the SECURE Act for both disabled and non-disabled beneficiaries and planning options, including how to "stretch" the distribution period for non-disabled beneficiaries
Medicaid Planning Trusts, Gift Tax, and Estate TaxMedicaid planning trusts (MPT) are irrevocable trusts drafted in such a way to meet the No Circumstances of Payment Test required by 42 USC § 1396p(d)(3)(B)(i) and (ii). It can mean different treatment in different states since each state can interpret the meaning of federal law regarding its own Medicaid program.
Paying Retirement Benefits To Trusts (2021)This webinar covers the legal provisions regarding paying retirement benefits to trusts as a result of the SECURE Act. Learn what has changed since the Act was implemented, what stayed the same, and how this could affect your clients.
Trusts Section: Paying Retirement Benefits to Trusts After the SECURE ActThis article examines the legal provisions regarding paying retirement to trusts that were unchanged and those that changed after enactment of the SECURE Act.
The Current State of State Fiduciary Income TaxationFocuses on the the current status of state income taxation of trusts. This session assumes a basic understanding of federal and state fiduciary income taxation and is considered to be a mid-level to advanced session on fiduciary income tax concepts.

Professional Information

About the Practice
Attorney Mark Munson is a natural born advocate. He’s motivated to have a meaningful, positive impact on the lives of every client and their families. Mark’s skillset and experience allows families to focus on caring for one another while he tirelessly works on getting them the legal results, outcomes, and benefits that they’re entitled to receive. He focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. Mark is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States.
Professional Biography
Mark Munson principally advises clients in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection, Medicaid planning, and Medicaid eligibility. He also counsels business owners on issues concerning enhanced creditor protection and limited liability. Mark also assists clients with probate and estate administration, trust administration and guardianship. In addition, Mark is an Accredited Attorney with the Veterans' Administration. Mark is a Certified Elder Law Attorney ("CELA") by the National Elder Law Foundation, as accredited by the American Bar Association.

Chapter Membership

Chapter
Kansas Chapter
Missouri Chapter
Wisconsin Chapter

Sections

Sections
Council of Advanced Practitioners
Tax Section Dues
Trust and Special Needs Trusts Section Dues