Your state's pack. New issue every Monday. Bookmark it. I built this for the Minnesota T&E solo who knows Chapter 524 cold but still loses an afternoon a week tracking the moving Medical Assistance 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 Minnesota 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.
Under Minn. Stat. § 256B.15, the recoverable estate includes the probate estate plus the recipient's interests in real property held as a life tenant or joint tenant, and property passing by a TOD deed under § 507.071.
This is the trap. A Minnesota client who relies on a TOD deed or joint tenancy to avoid probate has not escaped Medical Assistance recovery. The reliable shield here is a properly structured irrevocable trust, not a non-probate transfer.
Minnesota authorizes the transfer-on-death deed under § 507.071, yet § 256B.15 expressly captures the recipient's interest passing under that deed for Medical Assistance recovery.
Spell this out for clients: in Minnesota the TOD deed avoids probate but not estate recovery. Setting expectations here prevents a malpractice claim after the DHS lien lands.
Minn. Stat. § 507.071 · revisor.mn.gov; mn.gov/dhs
Maximum CSRA is $162,660 (minimum $32,532); Minnesota applies the higher $1,130,000 home-equity limit, not the $752,000 floor.
Two places this lands: community-spouse protection math and high-value-home clients. Flag the 2028 H.R. 1 flat $1,000,000 cap now — it will pull MN's limit down.
42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)
This week in Minnesota for the T&E solo with Medical Assistance-planning clients: what the MSBA Probate & Trust Law Section, the Legislature, and the DHS estate-recovery manual put in front of you.
The MSBA CLE calendar, the Probate & Trust Law Section, and the DHS bulletins all publish on different schedules. This is that sift, already done, with the link on each item.