On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…
In 2021, we blogged about a valuation case, Connelly v. U.S., 20 F. 4th 412 (8th Cir. 2023). We noted…
Gun trusts were developed so gun owners can pass their firearms to beneficiaries or heirs at death (or disability) without…
Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…
SNT Trustee Ordered to Reimburse Some Conservator Expenses In Weidner v. Stevenson (Cal. App. 2nd Dist. May 13, 2024), Roberta…
In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…
When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…
During the 2024 legislative session, HB 1247 morphed into SB 420, which passed both houses and was signed by the…
On November 28, 2023, the IRS Office of Chief Counsel published a memorandum addressing whether modification of a grantor trust…
The federal Medicaid statute authorizes the use of individual self-settled special needs trusts for individuals under the age of 65.…