On May 4, 2023, the Department of Community Health announced the new state-wide average nursing facility private pay rate increased…
When applying for Medicaid, the nursing home spouse (called the Institutionalized Spouse) is often a joint owner (or sole owner)…
In the Matter of the Medical Assistance Pooled Special Needs Trust of Scott Hewitt (Iowa 2023), the State Medicaid agency…
IRS Notice 2023-30 set forth the safe harbor language for extinguishment and boundary line adjustment clauses required by y §…
Gregory Hall created a trust for his children. He also made gifts to his children prior to his death, including…
On April 25, 2023, the VA issued the following announcement: The Caregiver Support Program (CSP) is introducing a new nationwide…
Ms. Humprey was a hospital patient and the University of Tennessee Medical Center filed a petition for Conservatorship. The petition…
On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…
In Walsh v. Bowen (Ga. App. 2023), the Court considered whether an inter vivos gift to a 529 account was…
An easy way to think about trusts is to consider the example of a delivery truck. A delivery truck driver…
