Federal court rules that federal law does not require a State to disregard a transfer of a life estates by a Medicaid applicant to a disabled veteran. Pike ex rel. Estate of Pike v. Sebelius (D. R.I., No. CA 13-392 S, July 16, 2015). The late mother of plaintiff F. Norris Pike transferred of two life.. read more →
E.A. began residing in a home owned by her adult daughter, B.C., in September 2004. From September 2004 to June 2005, B.C. received no compensation for any caregiver services or lodging provided to her mother. From June 2005 to September 2006, B.C. received E.A.’s Social Security benefits of approximately $1500 per month to offset the.. read more →
Following a daughter’s application to be appointed as guardian for her father, her brother objected and sought to be appointed as the guardian. Middlesex County Judge Frank M. Ciuffani held a four-day trial, during which it was established that the siblings had a contentious relationship and that the daughter had been named alternate executor under.. read more →
Plaintiff Wilson Bermudez was a patient at Kessler Institute for Rehabilitation’s West Facility for five weeks, during which his treatment included 24-hour rehabilitative nursing “to address complex medical, nursing, and rehabilitative needs.” When Bermudez later sued Kessler for injuries he allegedly sustained, he included claims under the New Jersey Nursing Home Responsibilities and Rights of.. read more →
In Slack v. Wells Fargo Bank, the plaintiff and her brother held title to their late mother’s home as joint tenants with right of survivorship. In 2006, plaintiff’s brother opened a $100,000 line of credit with Wells Fargo Bank, secured by a mortgage on the property. The parties dispute whether plaintiff was aware of the.. read more →
In Taffaro v. Taffaro, the plaintiff sued his half-sister claiming that she removed decorations and flowers he had placed near their mother’s gravestone. Plaintiff had placed various items at the grave, including a Christmas wreath, a Halloween ghost, and cards, which were “frequently directed towards defendant” and referencing the parties’ previous dispute over their mother’s.. read more →
In Singer v. Emeritus Senior Living Center, following a series of falls and the later death of Elizabeth Singer, her family sued the Emeritus Senior Living Residence, claiming that the last of those falls led to Mrs. Singer’s cognitive decline and hastened her death. Plaintiff’s expert was a board certified psychiatrist. At the conclusion of.. read more →
In May 2010, Anthony Douglas Elonis’s wife of nearly seven years left him, taking with her their two young children. Elonis was an active user of the social networking web site Facebook. After his family left him, Elonis began “listening to more violent music” and posting on Facebook self-styled “rap” lyrics inspired by the music… read more →
In the C.C. v. Division of Medical Assistance and Health Services case, plaintiff filed an application for nursing home Medicaid benefits which was denied by the Ocean County Board of Social Services. The agency imposed a penalty, or a period of ineligibility, on her application. That is, the agency found that plaintiff sold her residence during.. read more →
In DeSimone v. Springpoint Senior Living, the son of a deceased CCRC resident sued the owner/operator and CEO of five continuing care retirement communities (“CCRCs”) in New Jersey. The suit, which was brought individually and as a class action, alleged violations of the CCRC Act and the Consumer Fraud Act (“CFA”), in addition to common.. read more →
Top 10 New Jersey Elder Law and Special Needs Planning Cases Decided in 2014
The 17th Annual Elder Law Retreat, presented by the New Jersey State Bar Association Elder and Disability Law Section, was held on April 21 – 23, 2015 in Philadelphia, PA. At least two significant events occurred at the Retreat this year. First, I was presented with a Lifetime Achievement Award, recognizing my “advocacy in elder and.. read more →
After reading about the Macallan Group d/b/a/ Home Care Assistance of Red Bank, New Jersey from a “value pack coupon” she received, Gale Rosenthal contracted with them to provide home aides to assist her in her home. According to the coupon advertisement she received, the aides were bonded and insured. After she discovered that jewelry.. read more →
The New Jersey appeals court reversed a trial court’s dismissal of a legal malpractice action brought by beneficiaries of an estate against the attorney representing the estate, holding that estate attorneys may owe a duty of care to non-clients when the attorneys know, or should know, that non-clients will rely on the attorneys’ representations. Higgins.. read more →
A federal district court ruled that a public housing authority properly counted distributions from a special needs trust as income in concluding that the beneficiary of the trust was ineligible for a Section 8 housing voucher. DeCambre v. Brookline Housing Authority (D. Mass., No. 14-13425-WGY, March 25, 2015) Kimberly DeCambre, a disabled, 59 year old resident.. read more →
A Pennsylvania appeals court held that beneficiaries omitted from trust have standing to sue the attorney who prepared the trust as third-party beneficiaries if they can show they were intended beneficiaries of the decedent’s estate. Agnew v. Ross (PA Superior Ct., No. 2195 EDA 2014, February 2, 2015) In 2003, Robert H. Agnew hired attorney Daniel.. read more →
New Jersey’s Appellate Court ruled that, under the appropriate circumstances, it is equitable to require a disabled 89 year old veteran to receive end-of-life care in a VA facility against his wishes rather than at home in order to use his limited income to continue paying alimony to his ex-wives. .Rizzolo v. Rizzolo, 2015 NJ Super.. read more →
New Jersey appeals court holds that divorce and equitable distribution of marital assets may be ordered after the death of one spouse to prevent unjust enrichment and fraud. Estate of Beltra v. Beltra Plaintiff Milagros Beltra filed for divorce from her 34 year marriage to defendant Enrique Beltra. Plaintiff was terminally ill and passed away 6.. read more →
A trial court in Bergen County held that a parent’s promise to leave assets to an adult child does not give rise to an enforceable claim of interference with anticipated inheritance since parents are not prohibited from disinheriting their children under New Jersey law notwithstanding promises to the contrary made during the parent’s life. Gong.. read more →
As a general rule, an attorney hired to prepare a will or trust for a client is usually not liable to the beneficiaries of the will or trust because the beneficiaries are not clients of the attorney. But there are exceptions to the general rule. The general rule and its exceptions are demonstrated in two.. read more →
Here are checks from the State of New Jersey issued to plaintiffs’ counsel as a result of the award of attorneys fees granted by the federal court in the Galletta v. Velez class action lawsuit:: As I reported in an earlier blog post, earlier this month a Consent Order was filed in federal district court in New.. read more →
In February 2015, a Consent Order was filed in New Jersey federal district court, concluding a hard-fought class action lawsuit. In the Order, the State of New Jersey agreed to amend its Medicaid program on a State-Wide basis to exclude pension benefits paid by the Department of Veterans Affairs (VA) when determining an applicant’s eligibility for.. read more →
A New York trial court ruled that residents of a continuing care retirement community (CCRC) breached their contract when they applied for Medicaid before spending down their assets. Good Shepherd Villages v. Yezzi (NY Slip Op 51900 – NY: Supreme Court, Broome 2014). Peter and Hazel Yezzi signed a contract with Good Shepard Village (the “Good.. read more →
Plaintiffs John J. Robertelli and Gabriel Adamo, two New Jersey defense counsel charged with ethics violations involving the use of Facebook in a litigation, lost their bid to dismiss the ethics charges. Plaintiffs’ law firm represented defendants Borough of Oakland, the Borough of Oakland Police Department, and a police sergeant in a lawsuit filed by.. read more →
Two years ago, in 2013, a federal judge in New Jersey granted a preliminary injunction to Elizabeth Flamini, a Medicaid applicant who successfully sued for an injunction preventing the State of New Jersey from counting an annuity owned by Mrs. Flamini’s husband Angelo as an available resource in determining Medicaid eligibility. Flamini v. Velez ,.. read more →
Florida’s Supreme Court ruled that non-lawyers who engage in various Medicaid planning activities are engaging in the unlicensed practice of law. The Florida Bar Re: Advisory Opinion — Medicaid Planning Activities by Nonlawyers (Fla., No. SC14-211, Jan. 15, 2015). The Elder Law Section of the Florida State Bar asked the Florida Bar Association to consider whether.. read more →
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