Excel File Was Evidence of AdvancementExcel File Was Evidence of Advancement

Excel File Was Evidence of Advancement

2 years ago

Gregory Hall created a trust for his children. He also made gifts to his children prior to his death, including…

VA Announces Legal and Financial Planning Services are Now Available for Family CaregiversVA Announces Legal and Financial Planning Services are Now Available for Family Caregivers

VA Announces Legal and Financial Planning Services are Now Available for Family Caregivers

2 years ago

On April 25, 2023, the VA issued the following announcement: The Caregiver Support Program (CSP) is introducing a new nationwide…

Biden Whitehouse Issues Executive Order to Increase Access to Care and to Support CaregiversBiden Whitehouse Issues Executive Order to Increase Access to Care and to Support Caregivers

Biden Whitehouse Issues Executive Order to Increase Access to Care and to Support Caregivers

2 years ago

On April 18, 2023, the Biden Whitehouse issued an Executive Order on Increasing Access to High-Quality Care and Supporting Caregivers.…

Failure to Admit Evaluator’s Report Required Reversal of Conservatorship OrderFailure to Admit Evaluator’s Report Required Reversal of Conservatorship Order

Failure to Admit Evaluator’s Report Required Reversal of Conservatorship Order

2 years ago

Ms. Humprey was a hospital patient and the University of Tennessee Medical Center filed a petition for Conservatorship. The petition…

Are Pooled Special Needs Trusts Subject to SEC Regulation?Are Pooled Special Needs Trusts Subject to SEC Regulation?

Are Pooled Special Needs Trusts Subject to SEC Regulation?

2 years ago

On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…

What’s Constitutes a Completed Gift? Walsh v. Bowen (Ga. App. 2023)What’s Constitutes a Completed Gift? Walsh v. Bowen (Ga. App. 2023)

What’s Constitutes a Completed Gift? Walsh v. Bowen (Ga. App. 2023)

2 years ago

In Walsh v. Bowen (Ga. App. 2023), the Court considered whether an inter vivos gift to a 529 account was…

Understanding Trusts: Keeping it EZUnderstanding Trusts: Keeping it EZ

Understanding Trusts: Keeping it EZ

2 years ago

An easy way to think about trusts is to consider the example of a delivery truck. A delivery truck driver…

Medicaid Fundamentals – Rights Are Not ChangedMedicaid Fundamentals – Rights Are Not Changed

Medicaid Fundamentals – Rights Are Not Changed

2 years ago

One of the most fundamental, but often overlooked issues when planning for - or evaluating - Medicaid eligibility is this:…

VA posts regarding its Comprehensive Assistance for Family CaregiversVA posts regarding its Comprehensive Assistance for Family Caregivers

VA posts regarding its Comprehensive Assistance for Family Caregivers

2 years ago

On April 5, 2023, the VA posted (presumably to remind everyone) regarding its comprensive assistance for family caregivers. The VA…

Requirements for Execution of Will in GeorgiaRequirements for Execution of Will in Georgia

Requirements for Execution of Will in Georgia

2 years ago

The Will must be signed by the testator Under O.C.G.A. § 53-4-20, the testator (who must be at least 14…