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Final Friday – April 2016

Recorded: April 29, 2016
Presented by Valerie L. Peterson, J.D.

Duration: 26 minutes

Watch ElderCounsel’s 30-minute review of important news updates in the areas of Medicaid planning, special needs planning and veterans pension planning from across the country.

Agenda: 

  1. Daley v. Sudders (Massachusetts) – motion for reconsideration
  2. Favorable case out of Massachusetts re: irrevocable trusts
  3. Spousal annuity case (Kentucky) – can the State force a non-Medicaid spouse to ignore state law when naming remainder beneficiaries?
  4. Estate recovery (Missouri) – can the state be precluded from opening an estate for the purpose of recovery?

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