SNT Payback Provision Enforced

1 year ago

In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…

Claim that Trustee Breached Fiduciary Duty Backfires

1 year ago

When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…

Long-Term Care Partnership Policies

1 year ago

Long-Term Care Partnership Policies One example of good planning is purchasing long-term care insurance. The greatest risk to non-taxable estates…

Superior Court Review of Georgia ALJ Decision

1 year ago

In ____ v. Brock, Judge Schwall, Fulton County Superior Court), affirmed an administrative law judge's Final Decision as supported by…

Elder Law Attorney disbarred

1 year ago

On May 14, 2024, the Georgia Supreme Court entered an Order in The Matter of James W. Davis, III, disbarring…

Transfer-on-Death Deeds in Georgia

1 year ago

During the 2024 legislative session, HB 1247 morphed into SB 420, which passed both houses and was signed by the…

Modifying a trust can be a taxable event

1 year ago

On November 28, 2023, the IRS Office of Chief Counsel published a memorandum addressing whether modification of an irrevocable grantor…

Home purchased after nursing home admission was not an exempt homeplace

1 year ago

In a Texas case decided on May 3, 2024, the Texas Supreme Court reversed the Court of Appeals and trial…

Preliminary injunction granted barring state from terminating QI Medicaid

1 year ago

In Parker v. Louisiana Department of Health (April 30, 2024), the U.S. District Court for the Eastern District of Louisiana…

Promise of life estate, based on oral promise, could be enforced

1 year ago

In Farmer v. Farmer (decided March 15, 2024), the Georgia Court of Appeals reversed the trial court's grant of summary…