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Penalty is Imposed First Day of Month During or After Assets are Transferred for Less than Fair Market Value

Apr 3rd, 2021

Guardians of two nursing home residents brought suit contending that the State erred by beginning a transfer penalty on the first day of the month after a transfer, rather than on the month of the transfer. The Court found the claims barred by the Eleventh Amendment. It dismissed the remainder of the Complaint for failure […]

No transfer penalty because gift to trust was 36 month look-back applied and it had expired

David McGuffey

Apr 3rd, 2021

Hazel Wilson and her husband executed and funded a revocable living trust in 1991. The trust became irrevocable at her husband’s death in 1998, forming an A/B trust. Hazel had access to the principal and income from trust A, but only the income from trust B. In 1999, Hazel transferred $636,638 in property to her […]

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Penalty is Imposed First Day of Month During or After Assets are Transferred for Less than Fair Market Value