Your state's pack. New issue every Monday. Bookmark it. I built this for the Kentucky T&E solo who knows the probate statutes cold but still loses an afternoon a week tracking the moving Kentucky Medicaid pieces.
For licensed attorneys. This pack is general legal information and professional commentary for practicing attorneys — it is not legal advice, does not apply to any specific matter, and creates no attorney-client relationship. Verify every authority against the cited primary source before relying on it with a client. Published by Mike Moss, a Utah-admitted attorney, as an AI-enablement information product; it is not an offer of legal services and is not a representation that the author is admitted to practice in your jurisdiction.
Three developments I think actually matter to a Kentucky T&E solo. Each has a read that lands on your practice specifically — and each comes with a reachable citation so you can verify it yourself before you use it with a client.
Kentucky does not recognize transfer-on-death (beneficiary) deeds; repeated bills (HB 94, HB 72, HB 50) have failed. SB 34 (2026 Regular Session) again proposed a Uniform Real Property TOD Act — passed the Senate (engrossed March 13, 2026), referred to the House Local Government Committee, and died there (last action April 15, 2026).
Until enacted, the Kentucky probate-avoidance toolkit for real property is joint tenancy, life estate, or a funded trust — not a beneficiary deed. Watch SB 34’s fate this session.
Ky. SB 34 (2026 RS) · apps.legislature.ky.gov/record/26rs/sb34.html
907 KAR 1:585 defines the recoverable estate to include assets passing by joint tenancy, tenancy in common, survivorship, life estate, or living trust — not just the probate estate.
The home held in a life estate or living trust is not automatically beyond DMS recovery. Note the exemptions: surviving spouse, minor/disabled child, or small estates fall outside recovery.
907 KAR 1:585 · law.cornell.edu; CHFS DMS Estate Recovery FAQ (chfs.ky.gov)
Maximum CSRA is $162,660 (minimum $32,532); the special income standard is $2,982/mo. Kentucky applies the federal $752,000 home-equity floor.
Two places this lands: community-spouse protection math and the income cap for institutional eligibility. Flag the 2028 OBBBA $1,000,000 home-equity cap now.
42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)
This week in Kentucky for the T&E solo with Medicaid-planning clients: what the Kentucky Bar Association, the district probate courts, and CHFS / DMS put in front of you.
The KBA CLE calendar, the Probate & Trust Law Section, and the DMS estate-recovery updates all publish on different schedules. This is that sift, already done, with the link on each item.