A trust sought direction concerning whether it was required to pay for private school tuition. A grandfather established a trust…
In Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002), an ERISA plan bought an action to…
In Sereboff v. Mid-Atlantic Medical Services, Inc., 547 U.S. 356 (2006), an ERISA Plan sued the plan beneficiaries when funds…
This case presents the question whether a trust created with reference to the Federal Medicaid statutes -- the Valerie R.…
Sonya Lotzer and Bobbi Lerud were in separate collisions. After settling their negligence claims, they funded special needs trusts without…
A tort plaintiff sought to fund his special needs trust without first repaying the Medicaid lien. Citing Norwest, the Court…
A 51 year old nursing home resident assigned her Social Security Disability check to a special needs trust. She then…
The federal Patient Self-Determination Act, passed in 1990 and effective on December 1, 1991, requires most health care providers to…
Corrine Barber died on June 22, 2005. Her Will left the bulk of her estate to her youngest child, Alecia…