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 Cases
- Capitated payments are the proper amount to be collected through estate recovery – In re Estate of Ecklund, Supreme Court of Minnesota, 20 N.W.3d 351
- Third party trust assets become available and countable assets when mingled with beneficiaries assets – S.P. v. Division of Medical Assistance and Health Services, Superior Court of New Jersey, Appellate Division 2025 WL 1474489 Unpublished
- Cannot terminate an irrevocable trust because it fails Medicaid rules for countability – Matter of Peterson Family Irrevocable Trust, Superior Court of Pennsylvania, 33 A.3d 453
- Ohio’s estate recovery efforts constituted a cloud on title – Plaisted v. Harper, United States District Court, S.D. Ohio, Western Division 2025 WL 1378473
- Estate recovery can extend to the estate’s interest in survivorship claims – Estate of Dizon v. Department of Human Services, Superior Court of New Jersey, 481 N.J. Super. 451
Elder Law News
- Medicaid Impacts of the Big Beautiful Bill
- California Asset Test Making a Comeback
