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Decedent’s Request to Add Unborn Future Grandchild as Beneficiary Destroys “Assent” Requirement Needed to Admit Will  

The decedent’s daughter had been disinherited under her mother’s 2013 Last Will and Testament. Following the decedent’s death, the daughter sought to admit...
•February 9, 2020••No comments
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New Law Makes Big Changes to Retirement Plans and Distributions to Special Needs Trusts

In December 2019, the U.S. Congress enacted into law the “Setting Every Community Up for Retirement Enhancement Act of 2019,” also known as...
•February 4, 2020••No comments
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Free Tax Preparation Help Is Available to Seniors and Retirees

Seniors and retirees may be able to use online tax preparation software free of charge. Most low- and middle-income Americans qualify for the...
•February 3, 2020••No comments
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PowerPoint Slides of the Case Law Update Presentation Given at the “Elder Law in a Day” Seminar

On January 29, 2020, I presented at the 2020 ““Elder Law in a Day” seminar given by the New Jersey Institute for Continuing...
•February 2, 2020••No comments
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State Not Entitled to Recover Medicaid Benefits From Community Spouse’s Annuity

A Massachusetts court held that the state is not entitled to recover Medicaid benefits from a community spouse’s annuity. Dermody v. The Executive...
•January 28, 2020••No comments
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Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.