Pooled Trust Subaccount Established for Individual Over 65yo. An 83 year old deposited $12,320 into a pooled trust in August…
Corpus of Irrevocable Trust was Countable Resource. Two trusts Petitioner created in 2000 held a cumulative balance of approximately $64,000.…
DFCS directed to determine eligibility where application was pending for over one year. Petitioner filed an application for Medicaid on…
Sole Benefit Trust rejected and transfer penalty imposed. An 86 year old applicant established an irrevocable trust for the benefit…
The Arc of the United States recently posted new videos providing an Overview of Special Needs Trusts and ABLE accounts.…
Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It…
2022 Special Needs Planning Symposium We don't always give a shout out for symposiums sponsored by others, but we'll make…
In 2021, the life-time estate and gift tax exemption is $11.7 million per donee (dead person or giftor). The exemption…
The Rule Against Perpetuities routinely stumps law students and lawyers, and can turn home-made documents into disasters. A deed, trust…
Cooperative federalism is not license to re-write clear federal rules (Co. App.) Ruth Koehler sued the Department after it terminated…