skip to Main Content

Final Friday Update: December 2019

Recorded: December 20, 2019
Presented by
Jill Roamer, J.D., ElderCounsel, LLC
Duration: 31 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.


  1. New case regarding Child Caretaker exemption
  2. Up-front fees of ALF – is this lawful?
  3. The “mailbox rule” and state retirement plans
  4. Do SSI states incorporate SSI regs into Medicaid eligibility rules?
  5. Almost $1 million awarded to daughter in grandparent child-custody case
  6. IRS Final Reg clarifies how large gifts made now will be treated after 2025
  7. New bill would allow 401k funds to be used for LTC insurance payments
  8. HHS proposes new rule removing LBGTQ protections
  9. State Medicaid updates
    • HHS and CMS sued over Michigan work requirements
    • South Carolina approved for Medicaid work requirements
    • Virginia halts seeking Medicaid work requirements
  10. Feel Good Friday
    • Minnesota aims to become ‘age-friendly society’
    • The amazing Greta Thunberg
    • Carnival Cruises become sensory inclusive

Oops! This content is for ElderCounsel Members only.
If you would like to view this content consider becoming and member of ElderCounsel today.

Already a Member?

Learn more about ElderCounsel Membership