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A Massachusetts appeals court will decide whether, upon a community spouse’s death, the remainder of an annuity must go to the state or whether the spouse’s beneficiaries are entitled to the proceeds.
READ MOREA roundup of elder law news and practice development articles culled from news sources around the nation during the week of September 8, 2021, to September 13, 2021.
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FROM THE KNOWLEDGE BANK
Click here to download the Department of Defense memorandum on “Enabling Payment of Survivor Benefit Plan Annuities to a Special Needs Trust” and click here to download a Special Needs Trust Attorney Certification Form used by ASNP member David Lillesand of the Clearwater, FL firm of Lillesand & Associates, P.A.
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