The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
In McGee v. State Dep't of Health Care Servs., 2023 Ca. App. LEXIS 409 (Cal. Ct. App., 3d Dist. 5/24/2023),…
In Henderson v. Dept. of Health and Human Services (May 18, 2023), a Medicaid applicant transferred significant resources, including the…
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 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…
The Will must be signed by the testator Under O.C.G.A. § 53-4-20, the testator (who must be at least 14…