Medicaid’s “Any Circumstance” Test for Trusts In case you missed the memo, Medicaid doesn’t like trusts. The rules relating to trusts you create with your money or property are found at 42 U.S.C. § 1396p(d). To put this discussion in context, we’ll begin with the sections relevant to the “any circumstances” test, but the full […]
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In ____ v. Brock, Judge Schwall, Fulton County Superior Court), affirmed an administrative law judge’s Final Decision as supported by the administrative record. Here, the most interesting portion is the language discussing how a Superior Court reviews the appeal of an ALJ decision. The case began when DHS found suspicious transactions on a food stamp […]
On May 14, 2024, the Georgia Supreme Court entered an Order in The Matter of James W. Davis, III, disbarring him from the practice of law. Mr. Davis, who was listed in Martindale.com as practicing elder law, estate planning, Wills and other areas, was accused of intercepting more than $3 million intended for his client […]
During the 2024 legislative session, HB 1247 morphed into SB 420, which passed both houses and was signed by the governor. The new law creates a new Chapter 17 within Georgia’s Title 44 and authorizes the creation of transfer on death deeds. Previously, these deeds, commonly known as Lady Bird Deeds (although technically LBDs are […]
In Farmer v. Farmer (decided March 15, 2024), the Georgia Court of Appeals reversed the trial court’s grant of summary judgment in favor of a land owner, finding that his aunt could present her claim to a jury that a life estate was given to her. The ordinary rule is that contracts involving land must […]
On April 22, 2024, the Centers for Medicare and Medicaid Services announced a new final rule requiring minimum staffing levels in nursing homes. The new rule applies to all nursing homes that receive funds from Medicare or Medicaid. Nursing homes must provide at least 3.48 hours of care per resident per day. This consists of […]
On February 21, 2024, the Georgia Court of Appeals decided the case of In Re Estate of Anne Smith Florance. In that case, Florance had executed a revocable trust during her life and a Will pouring the remainder of her estate into the trust. The trust was first established in 1997 and amended several times […]
The Georgia Court of Appeals decided the case of In re Bessie Mae Blake on February 20, 2024. Willis Blake was appointed as his mother’s conservator in 2000, but he was a poor record keeper. Although he was required to set up a separate account for Bessie Mae, keep records of expenses and file annual […]
On April 1, 2024, the Washington Post published an article titled “Algorithms guide senior home staffing. Managers say care is suffering.” The article indicates that a system, called Service Alignment, was developed more than two decades ago when assisted living facility (ALF) executives began timing caregivers performing tasks. That data was fed into a computer […]
Recently a notice was published concerning a class action where the Plaintiffs alleged that real estate brokers engaged in anticompetitive practices, essentially violating federal antitrust law. This, by the way, is the law that broke up Ma Bell and gave us dozens of different phone providers. The case is Burnett et al. v. The National […]
