On June 12, 2023, the Tennessee Court of Appeals (Knoxville) upheld a settlement agreement requiring the recipient of funds in an investment account to pay his share of capital gains taxes. The case, In re Hunt, E2022-00649-COA-R3-CV, arose during the probate of Dr. Robert McPhail Hunt, Jr.’s estate. Hunt purportedly married Zulkifli Atim in Canada […]
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- Home purchased after nursing home admission was not an exempt homeplace
- Preliminary injunction granted barring state from terminating QI Medicaid
- Promise of life estate, based on oral promise, could be enforced
- SSI Decisions finding no penalty where beneficiary over 65 funds a pooled trust sub-account
- Example of Georgia Medicaid Lien Inquiry