T&E Solo Pack · Maryland · Weeks Of June 1 and June 8, 2026

Maryland.

Your state's pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Maryland T&E solo who knows the Estates & Trusts Article cold but still loses an afternoon a week tracking the moving 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.

MD
Maryland · Old Line State
UPC — No (own Estates & Trusts code)
Community Property — No (common law)
LTC — Maryland Medicaid (MDH)
Estate Recovery — Probate-only
T&E Solo Pack Built for Maryland attorneys
The Big Three · Weeks Of June 1 and June 8, 2026

Here's what I'd want you to see from last week.

Three developments I think actually matter to a Maryland 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.

01

Maryland Medicaid estate recovery still reaches only the probate estate.

Maryland does not use expanded recovery — the Department of Health (MDH) can claim only against assets that pass through probate, and only for recipients 55+ or those who received institutional/LTC services.

This is the structural fact a Maryland plan is built around: keep the home and key assets out of probate (funded revocable trust) and you keep them out of MDH's reach. The unfunded trust is the malpractice trap.

Md. Code, Health-Gen. § 15-121 & 42 U.S.C. § 1396p · health.maryland.gov

02

Maryland has a new real-property TOD deed (enacted, Chapter 750) — SB 651 (2026) passed both chambers unanimously.

SB 651 (Real Property — Transfer-on-Death Deed — Establishment) passed the Maryland Senate 43-0 on March 23, 2026 and the House 133-0 on April 10, 2026. The bill establishes a recorded TOD-deed framework, exempts TOD deeds from recordation and transfer taxes, and is structured to take effect October 1, 2026. Signed by the Governor May 26, 2026 as Chapter 750.

Maryland's probate-avoidance toolkit for real property expands beyond the funded revocable trust and joint tenancy to include a recorded TOD deed. Re-paper your Maryland real-property planning workflow this fall; before the effective date, the funded trust remains the only non-probate residential conveyance vehicle.

Md. SB 651 (2026 RS) · mgaleg.maryland.gov/2026RS

03

The 2026 federal figures are set.

Maximum CSRA is $162,660 (minimum $32,532); Maryland applies the standard $752,000 home-equity limit (not the higher tier).

Two places this lands: community-spouse protection math and high-value-home clients. Flag the 2028 H.R. 1 flat $1,000,000 home-equity cap now.

42 U.S.C. § 1396p · CMS 2026 Standards (medicaid.gov)

From the Courts · Recent · Maryland

What the courts did — and what it changes at your desk.

Decisions that bind a Maryland practitioner — the Supreme Court of Maryland and the Appellate Court of Maryland, the U.S. District Court for the District of Maryland, and the Fourth 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. One read, the holding, and the official cite.

Decided Apr 3, 2026
Appellate Court of Maryland
No. 1758, Sept. Term 2024 · reported

In a fight over who inherits an intestate estate, the Dead Man’s Statute silences the interested claimant — but not that claimant’s spouse.

Sam Duraiswamy died intestate in 2021 with no spouse or children of record; his blood heirs lived in India. The Estate of Diane Adams — his decades-long companion, who died eight days after him — claimed she was his common-law wife (a status Maryland recognizes only if validly formed in a jurisdiction that allows it) and therefore the heir. The Orphans’ Court for Montgomery County found the evidence legally insufficient to establish a common-law marriage, and the Appellate Court of Maryland affirmed across the board. Three holdings matter to the T&E desk. Dead Man’s Statute (Cts. & Jud. Proc. § 9-116): in a proceeding by or against an estate, a witness with a direct pecuniary and proprietary interest in the outcome may not testify to a transaction with, or statement by, the decedent — so the personal representative of the opposing estate, who had filed a claim and stood to take as a distributee, was properly barred; but the spouse of an interested party does not acquire a pecuniary interest merely from the marital relationship, so her testimony about the decedent’s statements was admissible. Trial administration: a court has broad discretion to reopen evidence after an evidentiary hearing — allowing newly-located blood heirs to appear, submit exhibits, and argue, with the other side given a chance to respond, was no abuse. Standard of review: an orphans’ court’s factual findings stand unless clearly erroneous, and non-persuasion requires only honest doubt, so the finding of “no common-law marriage” held on a de novo review of the law.

Carry three things into your files. One: when you litigate heirship or a creditor claim against an estate, map every witness against § 9-116 before trial — a personal representative or claimant who is also a potential distributee is an interested witness and cannot put the decedent’s words into evidence, but a non-interested family member (here, a spouse) can, so plan your proof around who is actually disqualified. Two: a common-law-marriage claim asserted to capture an intestate share must be anchored to a specific sister-state where the couple cohabited with present marital intent; vague decades of companionship in Maryland will not clear the bar, and the proponent carries the persuasion burden. Three: the deferential clearly-erroneous review of orphans’-court fact-finding means the record you build at the hearing is the ballgame — preserve your evidentiary objections and your offers of proof, because the appellate court will not reweigh the evidence. For the planner, the lesson is upstream: an unmarried couple who intend to provide for each other should say so in wills, beneficiary designations, and titling, not leave it to a posthumous common-law-marriage contest.

In re Estate of Sam Duraiswamy, No. 1758, Sept. Term 2024 (Md. App. Ct. Apr. 3, 2026) (reported) · official opinion — mdcourts.gov

Weeks Of June 1 and June 8, 2026

This week.

This week in Maryland for the T&E solo with Medicaid-planning clients: what the Maryland State Bar, the General Assembly, and MDH put in front of you.

The MSBA Estate & Trust Law Section, the General Assembly bill tracker, and the MDH Medicaid bulletins all publish on different schedules. This is that sift, already done, with the link on each item.