Trusts

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

Lewis v. Van Anda, 2007 Ga. LEXIS 845 (2007)

n 2003, Frankie Walker created an irrevocable trust. After her death, her husband, Van Anda, sought to set aside the…

4 years ago

Guidance for Trustees of Special Needs Trusts

The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public…

4 years ago