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The 8th Annual North Georgia Autism Conference will be held October 27, 2023 at the Dalton Convention Center (2211 Tony Ingle Parkway, Dalton, Georgia 30720). Keynote speakers are Rodney Kellum and Stephanie O. Hubach. Register for the conference at HamiltonHealth.com/autismconference  

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

There are several steps in setting up a tax exempt organization. We’re reviewing them here. However, this post is not designed to tell you anything other than the set-up process and it is not intended to be tax advice. CIRCULAR 230 NOTICE: To comply with the requirements imposed by the United States Treasury Department, any […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

Ideally, health care providers do the right thing. Good Care is provided. There is no negligence. But what if they don’t do the right thing? What if they are negligent? Should you have the right to consider your options regarding how to hold them accountable? Over the past two decades, many long-term care providers, especially […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

Although we reserve the right to begin charging for ads at any time, for now there is no charge for ads. That means we are highly selective regarding which ads we agree to post. If you would like to advertise on EZ Elder Law, you are responsible for providing your artwork using the following dimensions: […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

Here are a few stats: The average shopper sees 4,000 ads in a day. The average person is interrupted once every 8 minutes. On average, people spend 3 hours and 15 minutes per day on their phones. The typical American spends three hours per day watching TV. The stats on prayer aren’t quite as good. […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

In In re Wheeler (Ga. Ct. App. 6/6/2023), the Court of Appeals upheld the Probate Court’s decision that (1) there was sufficient evidence to impose a guardianship and conservatorship, and (2) that a neutral third-party be appointed as guardian instead of the person nominated by the ward. Because the reasoning in this case is “thin,” […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

In PR v. Division of Medical Assistance and Health Services (NJ. App. Div. 6/8/2023), the State was authorized to recover Medicaid benefits incorrectly paid. It was not, however, authorized to play fast and loose by withdrawing a waiver of a portion of its claim as part of the Commissioner’s review. Peter and Uma, an unmarried […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

The collateral estoppel (issue preclusion) rule is part of the finality doctrine along with Res Judicata (claim preclusion). It general prevents a party from re-litigating the same issue in a second court. In other words, you don’t get a second bite at the apple in another court simply because you were dissatisfied with the result […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

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 […]

In Milbourne v. Milbourne, 301 Ga. 111 (2017), The Georgia Supreme Court affirmed a Gwinnett Probate Court Order refusing to grant summary judgment on the issue of undue influence. Milbourne concerned a Will, allegedly procured through the undue influence of the Will-maker’s sister. The Will-maker was Edison Jamal Milbourne. He suffered a work related brain […]

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