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NY Trustee Ordered To Repay Special Needs Trust For Distributions Made For Goods And Services Obtainable From Public Benefits

Justice Laura L. Jacobson, a  New York trial judge, held that a trustee of a special needs trust breached its fiduciary duty to...
•August 5, 2013••No comments
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The Effect Of Gifts And Jointly-Owned Property On Eligibility For VA Pension Benefits

Clients often have questions about the effect of gifts and jointly-owned property on eligibility for benefits, including Base Pension, Housebound and Aid and...
•August 5, 2013••No comments
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Administrator Must Satisfy Estate Creditors From Probate Assets First Before Attaching Non-Probate Assets

A Chancery Court judge determined that the administrator of an insolvent estate in New Jersey must first exhaust all efforts to satisfy creditors...
•August 2, 2013••No comments
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Appeals Court Affirms Summary Judgment In Favor Of Plaintiffs In Will Contest Alleging Undue Influence

Renee Halpecka died in 2005 when she was 84 years old. Before her death, Renee had been very ill for many years and...
•August 1, 2013••No comments
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Acting as Agents Under Power of Attorney, Parents of Disabled SSI Recipient Did Not Create Valid Special Needs Trust

A Federal court held that a special needs trust is not valid because it was created by the parents of the beneficiary while...
•July 29, 2013••No comments
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