Elder Law

Are Pooled Special Needs Trusts Subject to SEC Regulation?

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

1 year ago

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

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

1 year ago

Understanding Trusts: Keeping it EZ

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

1 year ago

Medicaid Fundamentals – Rights Are Not Changed

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

1 year ago

VA posts regarding its Comprehensive Assistance for Family Caregivers

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

1 year ago

Requirements for Execution of Will in Georgia

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

1 year ago

VA Aid & Attendance Benefit Rates for 2023

The new Aid and Attendance enhanced pension rates for 2023 are: Surviving Spouse $1,432 Monthly / $17,184 per year Single…

1 year ago

The Plaintiff’s Injury Case

There are many types of "Plaintiff's cases." This article focuses on injury cases. Injury cases can be as simple as…

1 year ago

2023 Georgia Medicaid Eligibility

Each year, most Medicaid eligibility limits are adjusted for inflation. The 2023 Georgia Medicaid income and resource limits are: SSI…

1 year ago

Pooled Trusts Currently Authorized to Provide Trust Services in Georgia

As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services…

1 year ago