Quarterly Catch Up - December 2022


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

In this 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: December 9, 2022
Duration: 28 minutes
Presenter: Jim Wolverton, J.D.

Topics covered include:

  1. Nursing home cannot sign application on behalf of resident
  2. Ohio attorney violated bar ethics rules while retained for irrevocable trust work
  3. Transfer of Life Insurance determined to be services for fair market value under personal services contract
  4. Definition of “responsible party” under nursing home contract
  5. Court upholds disinheriting of Stepchildren
  6. Penalty period upheld at fair hearing for gifting not made in contemplation of Medicaid
  7. 2023 Figures Released
  8. Feel Good Friday