skip to Main Content
September Quarterly Catch Up

We did the research, you get to sit back and hear about elder law cases from around the country over the last 3 months. Jim Wolverton, J.D., will go through the facts and the holdings to help you understand how different jurisdictions are handling the legal issues surrounding Medicaid, VA pension benefits, and special needs planning. We will provide you links to the holdings and the course materials so you have those tools at your fingertips should you face similar concerns in your own practice. Please join us for a quick quarterly legal review!


  1. Minnesota statute regarding countability of irrevocable trusts deemed preempted by federal law
  2. Irrevocable trust with no trust principal payable to Grantor is a non-countable resource
  3. Limited power of appointment did not make trust principal a countable resource
  4. Notice of estate recovery is necessary in order to enforce claim at death of benefits beneficiary
  5. Appeal of decision denying Medicaid eligibility requires proper administrative filings
  6. Enforcement of an In Terrorem Clause causes forfeiture of beneficial interest
  7. Congressional committees begin the work of drafting and passing tax proposals that could expand funding for Home and Community Based Services (HCBS)through the budget reconciliation process

Who should attend this webinar?
Attorneys interested in staying up to date of elder law cases from around the country.

Quarterly Catch Up
Presented by Jim Wolverton, J.D.
Tuesday, September 14, 12:00-12:30 p.m. ET