Case Law Library

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Featured Case
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
October 29, 2024
In re Estate of Beck – Supreme Court of Montana

This decision analyzes whether a video recording can be admitted to probate as a valid will or writing intended as a will under Montana law.

Estate Recovery Montana Probate Will
April 11, 2024
Idaho Department of Health and Welfare v. Beason

This case analyzes whether property transfers made by Medicaid recipients to their grandchildren can be set aside under Idaho estate recovery statutes due to lack of adequate consideration.

Asset Requirements Exempt Asset House Deeds Idaho
October 4, 2023
Texas Health and Human Services Commission v. Estate of Burt

This case analyzes whether a house can be considered a "home" for Medicaid eligibility purposes based on the applicant's subjective intent to return, despite not having lived there for several years prior to applying for benefits.

Asset Requirements Exempt Asset Texas
May 29, 2024
Lamle by and through Lamle v. Shropshire

This decision analyzes whether a Medicaid applicant can refuse to provide additional information requested by the agency about a promissory note used in determining eligibility for benefits.

Asset Requirements Oklahoma Promissory Notes
April 22, 2024
Hammerberg as Trustee for Leonard J. and Margaret T. Schubert Irrevocable Trust Dated June 23, 2005, v. Minnesota Department of Human Services

This decision analyzes whether real property held in an irrevocable trust can be included in a deceased individual's estate for Medicaid recovery purposes.

Estate Planning Estate Recovery Minnesota
June 14, 2024
Holly T. Freiner v. Secretary of the Executive Office of Health and Human Services

This decision analyzes the threshold that the “refusing to cooperate” element must meet in order for financial non-disclosure to be acceptable for a denial of benefits in a spousal refusal case.

Asset Requirements Community Spouse Assets Massachusetts Spousal Refusal