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Quarterly Catch Up – December 2021

Director of Education Jim Wolverton, J.D. will go through recent cases to help you understand how different jurisdictions are handling the legal issues surrounding Medicaid, VA pension benefits and special needs planning from around the country over the last 3 months.

You will learn about:

  • Promissory note as an excluded asset in Medicaid crisis planning
  • Trust marital provision as an unlawful restraint against marriage
  • Attorneys have an ethical responsibility to understand social media
  • Language barrier is insufficient to invalidate a nursing home arbitration agreement
  • Transfer of property to an irrevocable trust caused title insurance coverage for grantor to lapse

Webinar Recorded: December 9, 2021
Presenter: Jim Wolverton, J.D.
Duration: 30 minutes

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