Pooled Trust Properly Retained SNT Funds at Beneficiary's Death

A New Jersey appeals court holds that the caregiver exemption does not apply to a Medicaid applicant who could not document that her condition required her daughter to care for her for a full two years before she entered a...

Pennsylvania’s highest court rules that treating a beneficiary change as filed when it is put in the mail -- the so-called “mailbox rule” -- does not apply to state retirement annuity plans because the regulations provide that the documents must...