Current Developments in Estate Planning and Business Law: November 2021

By WealthCounsel Staff on Nov 12, 2021 10:00:00 AM

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From revisions to the Build Back Better Act to restrictions on noncompetition agreements, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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Does Voluntary Payment of Past-due Nursing Home Charges Violate Federal Law?

By Jill Roamer, JD, CIPP/US on Nov 9, 2021 8:18:00 AM

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Federal law prohibits a nursing home from requiring that past-due expenses be paid as a condition for a resident to be admitted to or continue to stay at a facility. But what if someone volunteers such payment?

This issue was recently litigated in the Commonwealth of Kentucky Court of Appeals. In this case, Erma was in a nursing home and filed for Medicaid benefits about 6 months after her arrival. Erma’s application was approved and Medicaid paid 3-months retroactive benefits to the nursing home. During her private-pay tenure, Erma had accrued a balance of about $35,000.

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Can a Beneficiary’s Share be Contingent on their Marital Status?

By Jill Roamer, JD, CIPP/US on Oct 27, 2021 12:57:00 PM

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I do, or I don’t – can a Settlor dictate how a beneficiary’s share is distributed based on the beneficiary’s marital status? Or, is such a trust provision void as a matter of public policy as an unlawful constraint on marriage? In a new case, the Indiana Supreme Court ruled that the Settlor can make such a trust provision and it will be upheld.

Topics: legal news
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