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…
The federal Medicaid statute authorizes the use of individual self-settled special needs trusts for individuals under the age of 65.…
Recently we received a document we haven't seen before which informs Medicaid recipients that their special needs trust accounting was…
Recently the Special Needs Alliance published a new handbook for individuals with disabilities and their advocates. The SNA states: "The…
Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…
Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…
In April, 2022, we reported that HB 620 altered how settlements for minors can be approved under O.C.G.A. ยง 29-3-3,…