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Quarterly Catch Up – March 2023

Jim Wolverton, J.D. goes 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 three months.

Topics covered include:

  • Community spouse annuity subject to estate recovery
  • Challenge of MMMNA determination by state agency on equitable grounds
  • Intent of account holder with right of survivorship controls probate treatment
  • Self-settled special needs trust improperly created
  • Lack of service disqualifies appointment of a subsequent trustee
  • Current Events

Webinar Recorded: March 9, 2023
Presenter: Jim Wolverton, J.D.
Duration: 31 minutes

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