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.

Topics covered include:

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