Trusts

Tennessee Trust Code Revised

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

3 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…

3 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

Arc Posts Videos Overviewing Special Needs Trusts and ABLE Accounts

The Arc of the United States recently posted new videos providing an Overview of Special Needs Trusts and ABLE accounts.…

3 years ago

2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021

Registration is open for the 2021 National Conference on Special Needs Planning and Special Needs Trusts, October 13-15, 2021. It…

3 years ago