ABOUT THIS WEBINAR

This discussion covers the latest cases affecting the elder law field!

In this webinar, Jim Wolverton, J.D., outlines and analyzes cases that impact the industry, your practice, and your clients.

Resources referenced in this discussion:

• Elder Law Debrief Agenda
• Presentation Slides

Elder Law Cases

• Video phone recording insufficient to be considered a will –
  Matter of Estate of Beck, Supreme Court of Montana, 557 P.3d 1255
• Promissory note signature a genuine issue of dispute –
  Scott v. Scott, Supreme Court of Alabama, SC-2024-0246
• Attorney fee for Medicaid services a lower priority in estate recovery than state’s claim for services rendered –
  In re Nothnagel Estate, State of Michigan Court of Appeals, Unpublished No. 367551
• IRA not considered part of surviving spouse’s probate claim against husband’s estate –
  Reich v. Reich, Court of Appeal of California Second Appellate District B332714

Elder Law News

• New 2025 Medicaid and Social Security Figures
• Michigan will raise its Individual Resource Allowance Feb. 1, 2025 to $9,660 from $2,000.
• President Trump nominated Dr. Mehmet Oz as the Centers for Medicare and Medicaid Services (CMS) Administrator.