In re the Estate of: Francis E. Barg, a/k/a Francis Edward Barg, 722 N.W.2d 492; 2006 Minn. App. LEXIS 148 (Ct. App. Minn. October 17, 2006)

3 years ago

The husband died six months after the decedent. The decedent had required nursing home care, and she received Medicaid assistance…

Applicants sought MSJ and Injunction where eligibility was denied due to annuity structure

3 years ago

Plaintiffs were a group of couples with one spouse in the nursing home and other spouse still in the community.…

Penalty is Imposed First Day of Month During or After Assets are Transferred for Less than Fair Market Value

3 years ago

Guardians of two nursing home residents brought suit contending that the State erred by beginning a transfer penalty on the…

No transfer penalty because gift to trust was 36 month look-back applied and it had expired

3 years ago

Hazel Wilson and her husband executed and funded a revocable living trust in 1991. The trust became irrevocable at her…

Norwest Bank N.D. v. Doth, 159 F.3d 328 (8th Cir. 1998)

3 years ago

Sonya Lotzer and Bobbi Lerud were in separate collisions. After settling their negligence claims, they funded special needs trusts without…

Sullivan v. County of Suffolk, 174 F.3d 282 (2nd Cir. 1999)

3 years ago

A tort plaintiff sought to fund his special needs trust without first repaying the Medicaid lien. Citing Norwest, the Court…

Reames v. Oklahoma ex rel. Okla Health Care Authority, 411 F.3d 1164 (10th Cir. 2005)

3 years ago

A 51 year old nursing home resident assigned her Social Security Disability check to a special needs trust. She then…

Bergman v. N.D. Department of Human Services (In re Estate of Bergman), 688 N.W. 2d 187 (N.D. 2004)

3 years ago

Carl Bergman had an annuity account which he transferred to his wife after he was admitted to a nursing home.…

State Dep’t of Human Res. v. Estate of Ullmer, 87 P.3d 1045 (Nev. 2004)

3 years ago

Prior to his death, Harold Ullmer was on Medicaid. At his death, Harold and his wife, Agnes, owned their home…

Hines v. Dep’t of Pub. Aid, 221 Ill. 2d 222 (Ill. 2006)

3 years ago

Beverly Tutinas's husband, Julian, was on Medicaid, but she was not. When Beverly died owning a home valued at $69,641.89…