After a loved one dies, there are certain things that need to be done. The following is a short checklist. 1. Burial/Funeral Arrangements. Obtain the decedent’s burial and/or funeral instructions, if any. It may be most appropriate to contact the family members or have a family meeting to determine the decedent’s burial wishes. Also, a […]

In Georgia,  O.C.G.A. § 29-5-60(a) requires that Conservators, “[e]ach year, within 60 days of the anniversary date of qualification, … file with the court a verified return consisting of a statement of the receipts and expenditures of the conservatorship during the year preceding the anniversary date of qualification, an updated inventory consisting of a statement […]

On April 23, 2021, the Tennessee Court of Appeals decided Estate of Shelton D. Ramey, Case No. E2020-00270-COA-R3-CV. The Court’s syllabus is as follows: This appeal concerns a residual beneficiary’s objection to an estate administrator receiving any fees based upon the latter’s alleged breach of fiduciary duty. David Ramey (“Ramey”) is a beneficiary under his […]

On April 26, 2021, in a letter to Senators Brown, Casey, Hassan, and Representative Dingell, the National Academy of Elder Law Attorneys (NAELA) commented on the Home and Community-Based Services (HCBS) Access Act. Among other comments, NAELA supported the proposal’s expansion of the criteria for being medically eligible for Medicaid HCBS. One suggestion was including […]

Georgia State Medicaid Plan

In Giller v. Slosberg, an elderly father revoked an existing power of attorney, executed a new power of attorney, and made changes to certain financial accounts relating to his estate-planning strategy. Giller and Seidner (sisters) appealed a judment following a jury verdict in favor of their brother, Slosberg. Slosberg believed his sisters exerted undue influence […]

Video from Pixorize describing Medicare and Medicaid as two different healthcare programs with different functions and beneficiaries.

The History Channel looks at the Great Depression and the birth of Social Security.

How Social Security Works

This CMS webinar explains Medicare administration, eligibility, covered services, and reimbursement.

Georgia State Medicaid Plan

Being sick or impaired is not enough to qualify for Social Security Disability. Under the Social Security Act, whether you are seeking disability or Supplemental Security Income, “disability” means you are not able to engage in any substantial gainful activity (SGA) because of a medically determinable physical or mental impairment(s) that is either: Expected to […]

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