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Before a guardian or the personal representative of an estate takes office, he or she must take an oath. The form is a standard form and can be found here. The oath is usually made in front of the Probate Judge or a clerk with the probate court, but it can be taken out of […]

In Georgia, when actions are filed in Probate Court, some people must be notified before the case can move forward. These individuals are known as parties in interest. Usually service is acknowledged or waived, but not always. Ordinarily a party in interest who does not acknowledge or waive service is entitled to personal service, but […]

The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues to consider when drafting trusts: Appointment of Trustee. During my lifetime, [TRUSTEE] shall act as the sole Trustee of all trusts created in this agreement, with the full powers, duties and responsibilities as set forth […]

Sometime people want to avoid the expense of paying an attorney and they try DIY (do it yourself) fixes. Recently I met with someone trying to protect property. This person when to the clerk of Superior Court’s office and, after discussing what they wanted, took a fill-in-the-blank deed form offered by the clerk. Using that […]

If someone is receiving Medicaid and was injured through the negligence of others, Medicaid asserts a third-party claim against any recovery, whether by settlement or verdict. This is sometimes known as a Medicaid lien. The form shown below is one currently used by Georgia Medicaid when investigating whether a third-party claim exists.

Recently we received a document we haven’t seen before which informs Medicaid recipients that their special needs trust accounting was approved. Obviously, there is probably a different form telling some individuals that their accounting was not approved, but we haven’t seen that form yet. The new form is below:

After a policy holder dies, it is important to contact insurance companies to see whether a claim should be paid. Types of claims can include: Life insurance payout Refund of unused premiums Indemnities Typically assets with a beneficiary designation are not probate assets and should be paid to the person named as beneficiary. In some […]

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries -Georgia Medicaid Manual

Ideally, health care providers do the right thing. Good Care is provided. There is no negligence. But what if they don’t do the right thing? What if they are negligent? Should you have the right to consider your options regarding how to hold them accountable? Over the past two decades, many long-term care providers, especially […]

estate planning

(Last Updated: 9/6/2022) We’ve found the Georgia legal forms linked below from various sources. By linking them here, we are not suggesting that you DIY your legal work. If you care about something enough to protect it, hire a lawyer who knows how to do it right. Abraham Lincoln is one of the individuals credited […]

Georgia State Medicaid Plan - Rules of Evidence - Scholarly Articles

Below is an exemplar consent to a criminal background check. These are required in most guardianship cases and some probate cases.

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