Case Law Library

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Featured Case
August 7, 2025
Redacted v. Massachusetts Office of Medicaid, Board of Hearings

This case analyzes whether MassHealth is correct in determining that the appellant’s spouse’s purchase of an annuity was a disqualifying transfer of assets.

April 8, 2025
Estate of Dizon v. New Jersey Department of Human Services

This case analyzes whether proceeds from a survivorship claim pursued by the estate of a deceased Medicaid recipient are subject to Medicaid estate recovery.

Estate Recovery House Lien Medicaid Rules New Jersey
May 13, 2025
Plaisted v. Harper, et al.

This case analyzes whether plaintiffs have standing to pursue FDCPA and slander of title claims based on affidavits that asserted Ohio had an interest in their homes despite surviving spouse/disabled child protections.

Estate Recovery House Lien Ohio
March 13, 2025
Matter of Peterson Family Irrevocable Trust - Superior Court of Pennsylvania

This decision analyzes whether the settlors’ mistaken belief that the trust would protect their home from Medicaid eligibility and recovery constitutes an “unanticipated circumstance” under the Pennsylvania Uniform Trust Code that would justify terminating the irrevocable trust.

Estate Recovery Irrevocable Trust Medicaid Rules Pennsylvania
May 22, 2025
S.P. v. Division of Medical Assistance and Health Services

This decision analyzes whether S.P.’s act of depositing her own Social Security income into the trust converted it into a countable available resource for Medicaid eligibility purposes.

Countable Resource Court of Appeals - State Medicaid Rules New Jersey
May 7, 2025
In re Estate of Ecklund

This decision analyzes whether Minnesota’s estate recovery statute allows DHS to recover the full amount of capitation payments made to a Medicaid managed care organization or only the amount the MCO actually paid to providers on behalf of the recipient.

Estate Recovery Minnesota
February 4, 2025
I.M. v. Division of Medical Assistance and Health Services

This decision analyzes whether the agency acted arbitrarily or capriciously in determining that only $75/day of the assisted living facility cost was attributable to medical expenses, thereby denying Medicaid eligibility.

Income Requirements Medicaid Denial Medicaid Rules New Jersey
October 24, 2024
Reich v. Reich – California

This decision analyzes whether IRA proceeds that are directed to sub-trusts created within a revocable trust are considered part of the decedent’s estate for purposes of determining an omitted spouse’s share.

California Estate Recovery Retirement Accounts Revocable Trusts
October 10, 2024
In re Estate of Nothnagel – Court of Appeals of Michigan

This decision analyzes whether legal fees incurred during a decedent’s lifetime can be elevated in priority for estate payment based on equitable principles, even when they conflict with statutory claim priority under Michigan’s Estates and Protected Individuals Code.

Court of Appeals - State Estate Recovery Michigan Probate
January 17, 2025
Scott v. Scott – Supreme Court of Alabama

This case analyzes whether the trial court erred in granting summary judgment by resolving credibility disputes between competing affidavits regarding the authenticity of a signature on a promissory note.

Alabama Court of Appeals - State Promissory Notes