SNT Trustee Ordered to Reimburse Some Conservator Expenses

7 months ago

SNT Trustee Ordered to Reimburse Some Conservator Expenses In Weidner v. Stevenson (Cal. App. 2nd Dist. May 13, 2024), Roberta…

SNT Payback Provision Enforced

7 months ago

In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…

Claim that Trustee Breached Fiduciary Duty Backfires

7 months ago

When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…

Long-Term Care Partnership Policies

7 months ago

Long-Term Care Partnership Policies One example of good planning is purchasing long-term care insurance. The greatest risk to non-taxable estates…

Superior Court Review of Georgia ALJ Decision

7 months ago

In ____ v. Brock, Judge Schwall, Fulton County Superior Court), affirmed an administrative law judge's Final Decision as supported by…

Elder Law Attorney disbarred

7 months ago

On May 14, 2024, the Georgia Supreme Court entered an Order in The Matter of James W. Davis, III, disbarring…

Transfer-on-Death Deeds in Georgia

7 months ago

During the 2024 legislative session, HB 1247 morphed into SB 420, which passed both houses and was signed by the…

Modifying a trust can be a taxable event

7 months ago

On November 28, 2023, the IRS Office of Chief Counsel published a memorandum addressing whether modification of an irrevocable grantor…

Home purchased after nursing home admission was not an exempt homeplace

8 months ago

In a Texas case decided on May 3, 2024, the Texas Supreme Court reversed the Court of Appeals and trial…

Preliminary injunction granted barring state from terminating QI Medicaid

8 months ago

In Parker v. Louisiana Department of Health (April 30, 2024), the U.S. District Court for the Eastern District of Louisiana…