Estate Planning

Shared Decision-Making with Diverse Patients

This is a five episode conference on shared decision-making, produced by the Stanford Geriatric Education Center in 2015. https://www.youtube.com/playlist?list=PLa9zTEPoIDSeXxCN-D6ohzvOWCXly--Gd

4 years ago

Cooper v. Trust Company Bank, 257 Ga. 272 (1987)

Trust Company Bank was named trustee of a trust created by Nancy Cooper in 1968. The trust provided that the…

4 years ago

Henderson v. Collins, 245 Ga. 776 (1980)

In 1977, Collins took a judgment against Hunt for $300,000. Collins then sought to enforce the judgment against a Louisiana…

4 years ago

McElrath v. Citizens & Southern Nat’l Bank, 229 Ga. 20 (1972)

A trust sought direction concerning whether it was required to pay for private school tuition. A grandfather established a trust…

4 years ago

Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002)

In Great-West Life & Annuity Ins. Co. v. Knudson, 534 U.S. 204 (2002), an ERISA plan bought an action to…

4 years ago

Sereboff v. Mid-Atlantic Medical Services, Inc., 547 U.S. 356 (2006)

In Sereboff v. Mid-Atlantic Medical Services, Inc., 547 U.S. 356 (2006), an ERISA Plan sued the plan beneficiaries when funds…

4 years ago

In re Valerie R. Pecce Supplemental Needs Trust, 19-P-591 (Mass Ct. App. 2021)

This case presents the question whether a trust created with reference to the Federal Medicaid statutes -- the Valerie R.…

4 years ago

Norwest Bank N.D. v. Doth, 159 F.3d 328 (8th Cir. 1998)

Sonya Lotzer and Bobbi Lerud were in separate collisions. After settling their negligence claims, they funded special needs trusts without…

4 years ago

Sullivan v. County of Suffolk, 174 F.3d 282 (2nd Cir. 1999)

A tort plaintiff sought to fund his special needs trust without first repaying the Medicaid lien. Citing Norwest, the Court…

4 years ago

Reames v. Oklahoma ex rel. Okla Health Care Authority, 411 F.3d 1164 (10th Cir. 2005)

A 51 year old nursing home resident assigned her Social Security Disability check to a special needs trust. She then…

4 years ago