Trusts

News Roundup 2-4-2022

NOTE: If you have a Georgia corporation or limited liability company, your annual return is due by April 1, 2022.…

2 years ago

News Roundup – 1-31-2022

General News Sources: Justice Stephen Breyer announces Retirement What Assets Should Be Included in Your Trust? Facebook parent Meta creates…

2 years ago

Tennessee Trust Code Revised

Tennessee recently enacted 2021 Tenn. Pub. Acts. 420 (shown below) in an attempt to help Tennessee become a top trust…

2 years ago

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

2 years ago

Executor Is Subject to Probate Court’s Authority While Serving

In In re Estate of Cornett, 357 Ga. App. 310 (2020), Sarah Cornett was appointed successor Executor over the Will…

3 years ago

Form: Special Needs Planning Guide

The key to successful special needs planning is preparing for the day when parents, grandparents, spouses or others are no…

3 years ago

Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Pooled Trust Subaccount Established for Individual Over 65yo. An 83 year old deposited $12,320 into a pooled trust in August…

3 years ago

Medicaid: Corpus of Irrevocable Trust Countable

Corpus of Irrevocable Trust was Countable Resource. Two trusts Petitioner created in 2000 held a cumulative balance of approximately $64,000.…

3 years ago

Medicaid: DFCS directed to determine eligibility where application pending over one year

DFCS directed to determine eligibility where application was pending for over one year. Petitioner filed an application for Medicaid on…

3 years ago

Medicaid: Sole Benefit Trust rejected and transfer penalty imposed

Sole Benefit Trust rejected and transfer penalty imposed. An 86 year old applicant established an irrevocable trust for the benefit…

3 years ago