The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
In McGee v. State Dep't of Health Care Servs., 2023 Ca. App. LEXIS 409 (Cal. Ct. App., 3d Dist. 5/24/2023),…
In the Matter of the Medical Assistance Pooled Special Needs Trust of Scott Hewitt (Iowa 2023), the State Medicaid agency…
Gregory Hall created a trust for his children. He also made gifts to his children prior to his death, including…
On March 24, 2023, the United States District Court for the Middle District of Florida ruled in Securities and Exchange…
An easy way to think about trusts is to consider the example of a delivery truck. A delivery truck driver…
As of this writing, the following pooled trusts are authorized by the Department of Community Health to provide trust services…
H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…
What is a Will? A Will, also known as a Last Will and Testament, is a document stating how your…
Assets are things you own that have value. Assets include all income and all resources. 42 U.S.C. § 1396p(h)(1). They…