T&E Solo Pack · Georgia · Week Of June 22, 2026

Georgia.

Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Georgia T&E solo who knows O.C.G.A. Title 53 (the Revised Probate Code of 1998) cold but still loses an afternoon a week hunting the current homestead number, the Elderly & Disabled Waiver Program (CCSP & SOURCE, run by DCH) slot posture, whether the latest Georgia bar ethics opinion changes how you scope an engagement, or whether a recent Court of Appeals of Georgia decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Georgia lately — the week’s developments and the recent rulings from the bench.

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.

GA
Georgia · Peach State
UPC — No (Revised Probate Code of 1998)
Community Property — No (common law)
LTC Waiver — Georgia Medicaid (DCH / CCSP & SOURCE)
Estate Recovery — Probate estate
T&E Solo Pack Built for Georgia attorneys
The Big Three · Week Of June 22, 2026

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

Three developments from the last seven days that I think actually matter to a Georgia T&E solo. Each one has a read that lands on your practice specifically — and each one comes with the citation so you can verify the detail yourself before you use it with a client.

01

Georgia’s homestead exemption jumps from $21,500 to $50,000 on July 1, 2026 (HB 1024) — with a $100,000 figure for a both-spouse primary residence.

Per the official ‘AS PASSED’ enrolled bill, HB 1024 amends O.C.G.A. § 44-13-100(a)(1): the debtor-relief homestead rises from $21,500 ($43,000 joint) to $50,000, with $100,000 for a primary residence owned by both spouses, effective July 1, 2026 and indexed from 2031. State both the old and new figures with the effective date until then.

Two places this bites immediately: creditor-exemption schedules in Georgia bankruptcy filings, and the Medicaid home-equity analysis where the exempt homestead figure feeds the math. A form library refreshed before July 1 still carries $21,500 — every pleading out of it after that date cites a superseded number. The fix is fifteen minutes in the template, but only if someone noticed the date.

Ga. HB 1024 (2026), amending O.C.G.A. § 44-13-100 · official enrolled bill: gov.georgia.gov/hb-1024/download · eff. July 1, 2026

02

The State Bar of Georgia launched its Generative AI Toolkit (Nov 19, 2025) — the first Bar-level AI guidance, mapped to the GRPC.

The toolkit is a “living document” tied to Georgia Rules of Professional Conduct 1.1, 1.5, 1.6, 3.3, 5.1, and 5.3. It expressly flags hallucinated citations as a competence/candor problem and confidentiality (Rule 1.6) exposure when client data is fed to a third-party model. There is no formal Georgia AI advisory opinion yet — this toolkit is the Bar’s operative guidance.

If you use AI-assisted drafting in a Georgia T&E practice, this is the document your conduct is now measured against. Verify every machine-produced citation before it leaves your office, and treat any client data entering an AI tool as a Rule 1.6 question first. The toolkit is also a useful checklist when an out-of-state vendor pitches an “AI estate-plan” product.

State Bar of Georgia Generative AI Toolkit (Nov. 19, 2025) · gabar.org/programs/law-practice-management/ai-and-emerging-tech

03

Georgia’s first statutory real-property TOD deed is now in force (O.C.G.A. ch. 44-17, eff. July 1, 2024) — with a 9-month recording trap.

O.C.G.A. §§ 44-17-1 to 44-17-7 created Georgia’s first statutory revocable transfer-on-death deed. The beneficiary must record an affidavit within nine months of the owner’s death or the interest reverts. Older “Georgia has no TOD deed” copy is stale.

This is a structural intake change, not a footnote. A TOD deed is now a real probate-avoidance option to discuss at planning — but the 9-month beneficiary-affidavit deadline is a malpractice trap if your post-death checklist doesn’t calendar it. Build the recording step into your administration workflow before a client relies on the instrument.

O.C.G.A. § 44-17-1 et seq. (SB 420, 2024, eff. July 1, 2024) · LEGIS.GA.GOV · SB 420

From the Courts · Recent · Georgia

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

Decisions that bind a Georgia practitioner — Georgia’s appellate courts and the federal courts covering Georgia, including the U.S. 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. One read, the holding, and the official cite.

Trailing window
Georgia appellate courts
Federal courts · Eleventh Cir.

No new verified T&E decision from Georgia’s courts this period — controlling authority unchanged.

This lane reads each new opinion from Georgia’s appellate courts and the federal courts covering Georgia (Eleventh Circuit) before anything lands here, and reads-and-discards matters that aren’t trusts-and-estates — criminal, family, commercial/LLC fiduciary, tax, and cases where an estate or trust is only a party. For this period’s trailing window, no new verified trusts-and-estates or estate-recovery decision from those courts was identified in the sources reviewed.

Nothing to re-paper from the bench this period; controlling authority is unchanged. When the next verified T&E ruling issues, it lands here with the holding and the official cite.

Controlling authority unchanged · Georgia appellate courts · U.S. Eleventh Circuit.

Week Of June 22, 2026

This week.

This week in Georgia for the T&E solo with Georgia Medicaid clients: the developments from the State Bar of Georgia (Fiduciary Law Section) and the Department of Community Health that actually moved your practice this period — each one primary-source verified.

Bar and Medicaid changes land on different schedules and aren’t indexed by practice focus. Every item here was checked against its primary source, with the link, so you can verify before relying on it.