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Special Needs and Elder Law Update 2024Special Needs and Elder Law Update 2024

A rundown of recent court decisions.

Amy C. O'Hara, Partner

July 16, 2024

11 Min Read
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Over the past year, courts have considered various issues involving Medicaid eligibility, advance directives and supplemental needs trusts (SNTs). Here’s a rundown of some recent court decisions. 

Medicaid Home Exclusion

The Supreme Court of Texas tackled the issue of whether an interest in property purchased after entering a nursing facility qualifies as a “home” that should be excluded for Medicaid eligibility purposes. The individuals applying for Medicaid weren’t currently residing in the property as their primary residence and hadn’t lived there for seven years before entering a nursing facility.1

Federal law provides that a primary home is excluded when determining the assets available to the individual applying for Medicaid.2 A home ...

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About the Author

Amy C. O'Hara

Partner, Littman Krooks LLP

Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the areas of estate planning and administration, trust administration, guardianships, special needs planning, personal injury settlement consulting, elder law and veterans’ benefits. Amy has been accredited by the U.S. Department of Veterans Affairs to present and prosecute claims for veterans’ benefits. Amy lectures frequently to advocacy organizations and families on the importance of proper planning for families of children with special needs. She also regularly publishes articles relating to estate and special needs planning.

She is a member of the New York State Bar Association (NYSBA), Elder Law and Trusts & Estates Sections of the NYSBA, Westchester County Bar Association, and Mamaroneck-Harrison-Larchmont Bar Association. She is also a member of the Special Needs Alliance, a national, not-for-profit organization dedicated to assisting families with special needs planning. Amy is a member of the board of directors of Westchester Disabled on the Move, Inc., a not-for-profit organization that aims to improve the quality of life and the rights for all people with disabilities.

Amy received her Juris Doctor degree from University at Buffalo Law School and received her Bachelor of Science degree from Binghamton University.