Your state's pack. New issue every Monday. Bookmark it. I built this for the Alabama T&E solo who runs Medicaid-planning and estate-administration matters and needs the structural facts — non-UPC probate, no TOD deed, probate-only recovery — at hand without re-deriving them every file. Verify-it-yourself citations on every item.
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 an Alabama 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.
Alabama has not adopted the Uniform Real Property Transfer on Death Act; a 2016 bill (HB406) to authorize beneficiary deeds was never enacted. Real property passes by will, intestacy, survivorship tenancy, or trust — there is no recorded beneficiary-deed option.
Because recovery is probate-only, keeping the home out of probate is the planning lever — but you cannot reach for a beneficiary deed the way an Arizona or Arkansas solo can. Survivorship deeds, life estates, and revocable/irrevocable trusts carry the load instead.
Ala. Code Title 43 (no URPTODA) · law.justia.com
The Alabama Medicaid Agency recovers long-term-care costs from the deceased recipient's probate estate; its Estate Notice Office processes probate notices within 30 days. Assets that pass outside formal probate are generally beyond reach.
Alabama's narrow estate definition means probate-avoidance is genuine recovery-avoidance here — a cleaner story than expanded-recovery states. Confirm the current Agency contact and notice procedure on the Medicaid site before advising.
Alabama Medicaid Agency, Estate Recovery · medicaid.alabama.gov
For 2026 the nursing-home income standard is $2,982/mo (300% FBR), the individual resource limit is $2,000, and CSRA runs $32,532–$162,660. Alabama uses the federal $752,000 home-equity floor.
These are the numbers you screen against before any spend-down or spousal-impoverishment conversation. Lock them in client-facing worksheets so an old figure never sneaks into a plan.
Alabama Medicaid Agency 2026 income limits · medicaid.alabama.gov
This week in Alabama for the T&E solo with Medicaid-planning clients: what the Alabama State Bar, county bars, and Alabama Medicaid Agency bulletins put in front of you — from the 2026 eligibility figures to the senior/disabled homestead expansion taking effect June 1.
Why the weekly sift is worth it for an Alabama solo: structural facts here (non-UPC, no TOD deed) make planning mechanics state-specific, so a generic national checklist quietly steers you wrong.