Guardians of two nursing home residents brought suit contending that the State erred by beginning a transfer penalty on the…
Hazel Wilson and her husband executed and funded a revocable living trust in 1991. The trust became irrevocable at her…
Sonya Lotzer and Bobbi Lerud were in separate collisions. After settling their negligence claims, they funded special needs trusts without…
A tort plaintiff sought to fund his special needs trust without first repaying the Medicaid lien. Citing Norwest, the Court…
A 51 year old nursing home resident assigned her Social Security Disability check to a special needs trust. She then…
Carl Bergman had an annuity account which he transferred to his wife after he was admitted to a nursing home.…
Prior to his death, Harold Ullmer was on Medicaid. At his death, Harold and his wife, Agnes, owned their home…
Beverly Tutinas's husband, Julian, was on Medicaid, but she was not. When Beverly died owning a home valued at $69,641.89…
Seeking to increase the Community Spouse Resource Allowance (CSRA), the Staffords conveyed their home to a trust. After Mr. Stafford…
Robert and Josephine James were married when Robert went to the nursing home. A resource assessment was done and Medicaid…