The Mississippi Supreme Court held in S.N.C. v. J.R.D. Jr., 755 So. 2d 1077, 1082 (¶18) (Miss. 2000), “that a chancellor shall include at least a summary review of the qualifications and recommendations of the guardian ad litem in the court’s findings of fact and conclusions of law.” Furthermore, “when a chancellor’s ruling is contrary to the recommendation of a statutorily required guardian ad litem, the reasons for not adopting the guardian ad litem’s recommendation shall be stated by the court in the findings of fact and conclusions of law.” Id.; see also Barber v. Barber, 288 So. 3d 325, 335 (¶¶37-38) (Miss. Ct. App. 2020) (reversing chancellor’s ruling and remanding for failing “to address the [GAL’s] findings and recommendations); Borden v. Borden, 167 So. 3d 238, 243 (¶13) (Miss. 2014) (finding the chancellor’s failure to “provide a summary of the [appointed GAL’s] report or a summary of his reasons for rejecting the [GAL’s] recommendation” was error).
Thursday, May 18, 2023
Wednesday, May 10, 2023
When is a Medicaid Trust Needed?
A Medicaid Trust, also known as a Special Needs Trust or Supplemental Needs Trust, is typically used when an individual with disabilities or special needs is receiving or expecting to receive a personal injury settlement and needs to preserve their eligibility for Medicaid benefits.
Medicaid is a government program that provides healthcare coverage for individuals with limited income and resources. To qualify for Medicaid, an individual must meet certain income and asset requirements. If a person receiving Medicaid benefits suddenly receives a large sum of money from a personal injury settlement, it could disqualify them from Medicaid due to the increased assets.
Here are some situations where a Medicaid Trust may be needed for a personal injury settlement:
Preservation of Medicaid Eligibility: A Medicaid Trust allows the funds from a personal injury settlement to be set aside in a trust, which is not considered as the individual's personal assets for Medicaid eligibility purposes. This way, they can continue to receive Medicaid benefits while using the funds from the trust for supplemental needs that are not covered by Medicaid.
Protection of Government Benefits: Many individuals with disabilities rely on government benefits, such as Supplemental Security Income (SSI) or Medicaid, for their medical and living expenses. By placing the settlement funds in a Medicaid Trust, the person can preserve their eligibility for these benefits and ensure that the settlement does not jeopardize their access to essential support.
Management of Funds: A Medicaid Trust provides a structured way to manage and allocate the settlement funds on behalf of the individual with disabilities. The trust is typically managed by a trustee who has a fiduciary duty to use the funds for the beneficiary's benefit, while also ensuring compliance with Medicaid rules and regulations.
It's important to consult with an attorney who specializes in elder law, special needs planning, or Medicaid planning to determine if a Medicaid Trust is necessary and to properly establish and administer the trust in accordance with the applicable laws and regulations in your jurisdiction.
Tuesday, May 9, 2023
Per Capita vs. Per Stirpes
Per capita and per stirpes are two different methods of distributing an estate or inheritance among a group of beneficiaries, and the main difference between the two is how they handle the distribution of property when one or more of the beneficiaries predeceases the testator (the person who created the will or trust).
Per capita distribution means that the estate or inheritance is divided equally among all living beneficiaries, regardless of their relationship to the deceased. For example, if a person's will specifies that their estate should be distributed equally among their three children, and one of the children predeceases the testator, the remaining two children would split the inheritance equally.
Per stirpes distribution, on the other hand, means that the estate or inheritance is divided by branch of the family, with each branch receiving an equal share of the property. If a beneficiary predeceases the testator, their share is divided equally among their own children or heirs. For example, if a person's will specifies that their estate should be divided per stirpes among their three children, and one of the children predeceases the testator, that child's share would be divided equally among their own children or heirs.
In summary, per capita distribution divides the estate equally among all living beneficiaries, while per stirpes distribution divides the estate equally by branch of the family, with each branch receiving an equal share of the property.
Friday, May 5, 2023
Tennessee Malicious Prosecution
In
an opinion released today, the Tennessee Supreme Court extended its previous
holdings with respect to civil defendants in Parrish v. Marquis, 172 S.W.3d 526, 531 (Tenn. 2005), and Himmelfarb v.
Allain, 380 S.W.3d 35
(Tenn. 2012),
and held that a criminal defendant can pursue a claim for malicious prosecution
only if an objective examination, limited to the documents disposing of the
proceeding or the applicable procedural rules, indicates the termination of the
underlying criminal proceeding reflects on the merits of the case and was due
to the innocence of the accused.
The plaintiff, Kenneth J. Mynatt,
was elected vice president of his local union. Mr. Mynatt alleged that after he
publicly criticized the union’s financial waste, its leadership accused him of
misusing union funds, which ultimately led to Mr. Mynatt’s indictment on two
felony charges. The criminal charges against him were later dismissed. Mr.
Mynatt in turn filed an action for malicious prosecution, among other things,
against the union, the local chapter, and several individuals associated with
the union.
The defendants in the malicious
prosecution case filed a motion to dismiss, arguing that Mr. Mynatt’s complaint
did not establish that the criminal proceedings terminated in his favor, which
is an essential element of a malicious prosecution claim. The trial court
agreed and dismissed the complaint. The Court of Appeals reversed and remanded,
determining that Plaintiff “sufficiently alleged in his complaint that the
underlying proceedings terminated in his favor by asserting that the charges
against him were dismissed, that he was innocent of the charges, and that he
entered into no deal or agreement with the prosecutor.” The Supreme Court
granted review to consider under what circumstances the dismissal of criminal
charges constitutes a “favorable termination” for the purposes of a malicious
prosecution claim.
In its unanimous opinion, the
Supreme Court considered the evolution of the favorable termination standard
and specifically focused on its two relevantly recent opinions in Parrish v.
Marquis and Himmelfarb v. Allain, both of which involved malicious
prosecution claims stemming from an underlying civil lawsuit. The Court noted
that Parrish and Himmelfarb established that a favorable
termination must relate to the merits and indicate innocence. The Supreme Court
further considered the notable differences between civil lawsuits and criminal
prosecutions and the decisions of courts in other jurisdictions. Ultimately,
the Court determined that the favorable termination standard articulated in Parrish
and Himmelfarb should be extended to apply to malicious prosecution
actions where the underlying proceeding was criminal. It also concluded
that the prohibition in Himmelfarb precluding a fact-intensive and
subjective inquiry into the reasons and circumstances leading to dispositions
if civil cases also applies to dispositions of criminal cases.
Thus, the Supreme Court held that a
plaintiff can pursue a claim for malicious prosecution only if an objective
examination, limited to the documents disposing of the proceeding or the
applicable procedural rules, indicates the termination of the underlying
criminal proceeding reflects on the merits of the case and was due to the
innocence of the accused. Under this standard, the Court determined that Mr.
Mynatt did not allege sufficient facts for a court to conclude that the
dismissal of his criminal case was a favorable termination. Accordingly, the
Supreme Court reversed the decision of the Court of Appeals and reinstated the
trial court’s order granting the motion to dismiss.
To read the Supreme Court’s opinion
in Kenneth J. Mynatt v. National Treasury Employees Union, Chapter 39, et
al., authored by Chief Justice Roger A. Page, visit the opinions section of
TNCourts.gov
Tuesday, May 2, 2023
Dog Bites in Mississippi
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