Your state's pack. New issue every Monday. Bookmark it. I built this for the North Carolina T&E solo who knows Chapter 28A cold but still loses an afternoon a week tracking the moving NC Medicaid pieces — and who has to plan around a state with no TOD deed and recovery that hooks the probate estate.
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 North Carolina 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.
G.S. § 108A–70.5 sets the Medicaid Estate Recovery Plan; the estate is the property available to discharge debt under G.S. § 28A–15–1 (the probate estate), with an expanded reach for long-term-care partnership-policy recipients.
Because NC has no statutory transfer-on-death deed (SB 160 died in committee), the probate-avoidance tools are the revocable trust, joint-with-survivorship, and life estate / lady-bird-style deeds — not a TOD deed. That is the structural fact a NC plan is built around.
The Uniform Real Property Transfer on Death Act has been introduced (S160, 2023–24) but never enacted; NC does not authorize a TOD deed for real property.
Update intake and avoid the malpractice trap of drafting a TOD deed that NC will not recognize. Reach for the funded revocable trust or a life-estate deed when the goal is to keep the home out of probate (and out of recovery reach).
Maximum CSRA is $162,660 (minimum $32,532); the single-applicant resource limit is $2,000; NC applies the $752,000 home-equity limit.
Two places this lands: community-spouse protection math and high-value-home clients. Flag the 2028 OBBBA $1,000,000 flat home-equity cap now.
42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)
This week in North Carolina for the T&E solo with NC Medicaid-planning clients: what the NC State Bar, the NCBA Estate Planning & Fiduciary Law Section, and NC Medicaid (DHB) put in front of you.
The bar CLE calendar, the NC Medicaid bulletins, and the federal standards all publish on different schedules. This is that sift, already done, with the link on each item.