Special Need Trusts

Medicaid’s “any circumstance” test for trusts

Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…

7 months ago

SNT Payback Provision Enforced

In Agency for Health Care Administration v. Spence (Fla. App. 3rd Dist May 22, 2024) the Court of Appeals reversed…

7 months ago
Court Cannot Substitute its Judgment for SNT Trustee’s Judgment as long as the Trustee Act Within Proper LimitsCourt Cannot Substitute its Judgment for SNT Trustee’s Judgment as long as the Trustee Act Within Proper Limits

Court Cannot Substitute its Judgment for SNT Trustee’s Judgment as long as the Trustee Act Within Proper Limits

In McGee v. State Dep't of Health Care Servs., 2023 Ca. App. LEXIS 409 (Cal. Ct. App., 3d Dist. 5/24/2023),…

2 years ago

Tennessee Trust Code Revised

Tennessee recently enacted 2021 Tenn. Pub. Acts. 420 (shown below) in an attempt to help Tennessee become a top trust…

3 years ago
Form: Special Needs Planning GuideForm: Special Needs Planning Guide

Form: Special Needs Planning Guide

The key to successful special needs planning is preparing for the day when parents, grandparents, spouses or others are no…

3 years ago
Medicaid: Pooled Trust Subaccount Established for Individual Over 65Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Medicaid: Pooled Trust Subaccount Established for Individual Over 65

Pooled Trust Subaccount Established for Individual Over 65yo. An 83 year old deposited $12,320 into a pooled trust in August…

3 years ago

Guidance for Trustees of Special Needs Trusts

The Special Needs Alliance (SNA) is a national organization comprised of attorneys committed to the practice of disability and public…

4 years ago