Matter of Mildred B. Trocolor involved a dispute between two of the decedent’s adult children who were co-executors of the decedent’s estate. The decedent’s daughter, Daryl, brought the lawsuit, alleging that, while the decedent, Mildred B. Trocolor, was alive, the defendants, her brother Robert and his wife, Genevieve, stole substantial sums of money from the [...]
Entries from May 2011
Credibility Determinations By A Trial Court In Cases Involving Claims of Abuse Of A Power Of Attorney Are Binding On Appeal
May 30th, 2011 · No Comments
Tags: Abuse of Power of Attorney · Elder Abuse · Elder Law · Estate Litigation · Improvident Gifts · New Cases · Powers of Attorney · Reverse Mortgages
Chancery Court Dismisses Contested Guardianship Action Without A Hearing; Appellate Division Affirms
May 23rd, 2011 · No Comments
In a victory to the contesting parent, the dismissal of a daughter’s guardianship application without a hearing was recently affirmed by the Appellate Division in In re Keeter, No. A-0553-10T4 (May 11, 2011). Keeter centered on a daughter’s application seeking guardianship of her 89-year old mother. The application was supported by a certification of the [...]
Tags: Guardianship · New Cases · Standards for a Prima Facie case of Incapacity
VA Petitioner Wins Right To Challenge Secretary’s Appointment Of Fiduciary
May 17th, 2011 · No Comments
In Freeman v. Shinseki, No. 10-1462 (U.S. Ct. App. Vet. Claims April 26, 2011), 2011 U.S. App. Vet. Claims LEXIS 906, the U.S. Court of Appeals for Veterans Claims handed a partial victory to a veteran attempting to challenge the VA’s appointment of a third-party fiduciary, instead of petitioner’s sister, to control his finances. The [...]
Tags: New Cases · VA Compensation Benefits · VA Pension Benefits · Veterans Benefits
How Does The VA Treat Life Estate Interests In Determining Eligibility For VA Pension Benefits?
May 9th, 2011 · No Comments
(The following is part of a discussion, taken from a listserv, or electronic bulletin board, concerning benefits available for veterans, their dependents and survivors from the Department of Veterans Affairs (“VA)”.) Question: Assume the following facts – an applicant for needs-based pension benefits from the VA signs a deed gifting income-producing real estate to an [...]
Tags: VA Pension Benefits · Veterans Benefits
Spousal Protections Under the Medicaid Program To Be Extended To Same-Sex Couples And LGBT Families
May 4th, 2011 · No Comments
Same-sex domestic partners are closer to receiving the spousal protections that opposite-sex married couples get when they receive long-term care through Medicaid — that is, the healthy partner soon may be able to keep some of the ill partner’s money and remain in the same-sex partners’ home. In New Jersey like most states, nursing-home residents [...]
Tags: Governmental or Public Benefit Programs · Medicaid · New Laws
Transfer Penalty Does Not Begin Until Medicaid Applicant’s Assets Transferred To Her Son Were Used To Pay For Applicant’s Care
May 3rd, 2011 · No Comments
A New Jersey appeals court ruled that the penalty period for a Medicaid applicant who transferred funds to her son could not begin until she became financially eligible for Medicaid, which occurred only after the son used all the transferred assets to pay the cost of the applicant’s care. S.S. v. Division of Medical Assistance [...]
Tags: Medicaid Planning · New Cases