MARCH 10, 2003 VOLUME 10, NUMBER 36 Last week Elder Law Issues described Florida resident Josephine Green’s efforts to qualify her sister Stella Thompson for Medicaid assistance with nursing home costs. Having Ms. Thompson buy an interest in Ms. Green’s condominium was not a successful strategy. Ms. Thompson, you might recall, had about $20,000 too…
MARCH 3, 2003 VOLUME 10, NUMBER 35 Stella Thompson was living alone in Virginia when she developed a serious leg infection requiring that she be admitted to a nursing home. Her sister Josephine Greene moved her to Florida, into a nursing home near Ms. Greene’s home, and applied for Medicaid assistance with the cost of…
FEBRUARY 24, 2003 VOLUME 10, NUMBER 34 John Ober and Selma Klein lived together in rural northern Montana for a number of years, though they were never formally married. When Mr. Ober died in 2001, he had not made a will. The legal question became: who was entitled to Mr. Ober’s estate? Montana (unlike Arizona)…
FEBRUARY 17, 2003 VOLUME 10, NUMBER 33 When William Garland, Jr., wrote his will, he was concerned about his son Richard Garland. Because he thought Richard had engaged in some irresponsible behavior in his teens, Mr. Garland directed that Richard’s share of his estate would be held in trust. The terms of the trust directed…
FEBRUARY 10, 2003 VOLUME 10, NUMBER 32 Medicare, the federal health care program for seniors and the disabled, has very clear rules prohibiting providers from paying referral fees. The rules are in place to help prevent fraud and abuse of the giant Medicare program and its funding. Over the four decades the program has existed,…
FEBRUARY 3, 2003 VOLUME 10, NUMBER 31 Non-lawyers often think of legal proceedings as a sort of chess game played with legal theories. Lawyers, unfortunately, sometimes fall into the same pattern of thinking. Pleadings can be filed and arguments made not on the basis of the evidence, but in pursuit of tactical advantage or improved…
JANUARY 27, 2003 VOLUME 10, NUMBER 30 In our American system of government the legislature is in charge of making law and policy, and the administrative branch’s job is to interpret and implement those laws without imposing the bureaucrats’ own ideas on the legislature’s programs. That ideal conception, however, runs afoul of the reality of…
JANUARY 20, 2003 VOLUME 10, NUMBER 29 The Montana Supreme court has words to the wise for drafting and following a trust’s terms in upholding a lower court denial of a request to remove a corporate trustee. In the Matter of the Estate of Mildred I. Berthot, December 5, 2002. The Berthot case demonstrates the…
JANUARY 13, 2003 VOLUME 10, NUMBER 28 As American families become more mobile and previously unusual family relationships become more common, grandparents are increasingly likely to be involved in raising their grandchildren. This has led to an increase in the legal problems faced by seniors, especially when family members become less cooperative with one another.…
JANUARY 6, 2003 VOLUME 10, NUMBER 27 Beginning in the mid-1990s many states filed litigation against major tobacco companies (or joined existing litigation) seeking reimbursement for the some of the costs of treating smokers. After those lawsuits resulted in recovery of $1.3 billion for the states, a number of smokers (and the families of deceased…
