Quarterly Catch Up - March 2022


We did the research, you get to sit back and hear about the elder law cases from around the country over the last 3 months.

In this 30-minute recorded webinar, 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.

Links to the holdings are included in the course materials so you have those tools at your fingertips should you face similar concerns in your own practice.

Webinar Recorded: March 31, 2022
Duration: 30 minutes
Presenter: Jim Wolverton, J.D.

Topics covered include:

  1. Court has the authority to set aside real estate transfer to allow estate recovery
  2. Irrevocable trust found to satisfy VA requirements for relinquishment
  3. Capacity determines enforcement of nursing home arbitration agreement
  4. Resources in bank account as countable resource for Medicaid qualification with incapacitated owner
  5. California changes Medi-Cal qualification rules to allow up to $130,000 in assets
  6. IRS issues proposed Secure Act Regulations
  7. Congresswoman Jan Schakowsky introduced the Stop Unfair Medicaid Recoveries Act