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Valerie O. Ohlstrom
169 Power Ave Seattle, WA 98122-6545
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Blalock v. Sutphin2018 WL 5306884 (Ala. Oct. 26, 2018) Revocation-on-Divorce Statute Applied to Decedent''s Life Insurance Policy (Ala.) - Lloyd Sutphin, Jr. purchased a life insurance policy that initially named his daughter as the primary beneficiary.
CAPsules: Stripping Gains and Shaving TaxesSqueezing capital gains taxation from trusts to beneficiaries.
In re Fund for the Encouragement of Self Reliance2019 WL 1313213 (Nev. March 21, 2019) (unpublished) Exercise of Decanting Right Required Unanimous Consent of Trustees (Nev.) - A co-trustee of the Fund for the Encouragement of Self Reliance charitable trust filed a motion to decant one-half the trust assets into a newly established charitable trust with the same purpose.
Nursing Home Room and Board Are "Medical Assistance" Benefits Subject to Estate Recovery (Neb.)When Herman Vollmann died, the Nebraska Department of Health and Human Services filed a $22,978.35 claim against his estate to recover medical assistance benefits Vollmann received while a resident of two different nursing homes. The amount was based on the per diem rates under Nebraska''s Medicaid plan minus Vollmann''s personal monthly liability. The personal representative disallowed the claim, asserting that only $360.45 of the claim was for actual medical expenses or medical treatment.
A Reflection on Who We ServeYou must be a member of the Special Needs Law Section to view this content. For information on joining a section please email us at membership@naela.org