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Final Friday – March 2016

Recorded: March 25, 2016
Presented by Valerie L. Peterson, J.D.
ElderCounsel, LLC
Duration: 26 minutes

Final Friday Update: 30 Days in 30 Minutes is a member webinar ElderCounsel hosts each month to review important news updates in the areas of Medicaid planning, special needs planning and Veterans Pension planning from across the country.

Agenda: 

  1. New VA Bill introduced to address “pension poachers”
  2. Emergency Message issued by SSA re: reasons for denying a special needs trust
  3. Oklahoma promissory note case – plaintiff may proceed with 1983 action against the state
  4. Michigan estate recovery case – no hardship waiver available because home was sold before waiver applied for
  5. Several state chapters split from the national Alzheimer’s Association, claiming misplaced priorities and unnecessary spending

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