Your state's pack. New issues arrive periodically on Mondays. 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
Decisions from the courts that bind a Alabama practitioner — the Supreme Court of Alabama and Court of Civil Appeals, the U.S. District Court(s) in Alabama, and the Eleventh Circuit — read for what actually changes how you draft, advise, and plan. Trusts and estates broadly, not Medicaid alone: wills and capacity, undue influence, fiduciary duty, trust construction, and estate recovery.
The lane reads each new opinion from this state’s appellate courts and the federal courts that cover it, and reads-and-discards matters that are not trusts-and-estates (criminal, family-law, and commercial disputes — including cases where a trust appears only as a party’s capacity, not as a T&E holding). For this period, no material trusts-and-estates or estate-recovery ruling surfaced.
Nothing to re-paper from the bench this period; plan and draft against the controlling statutes and prior authority unchanged.
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.