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

Kentucky.

Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Kentucky T&E solo who knows Kentucky’s descent-and-administration code (KRS ch. 394–395) cold but still loses an afternoon a week hunting the current homestead figure, the Kentucky Medicaid estate-recovery posture, whether the KBA’s latest ethics opinion changes how you scope an engagement, or whether a recent Kentucky Court of Appeals decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Kentucky 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.

KY
Kentucky · Bluegrass State
UPC — No (own Probate Code, KRS Ch. 394–395)
Community Property — No (common law)
LTC Waiver — Kentucky Medicaid (CHFS / DMS)
Estate Recovery — Expanded (non-probate)
T&E Solo Pack Built for Kentucky 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 Kentucky 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

SB 50 (Acts Ch. 134) was signed April 13, 2026 — it rewrites Kentucky intestacy and dower/curtesy, effective January 1, 2028.

Per the enacted 2026 Act, SB 50 amends KRS 391.010 and KRS 392.020 to give the surviving spouse the entire intestate estate in common family situations and recodifies dower and curtesy (keeping those labels), with the core succession changes delayed to January 1, 2028. The 2026 General Assembly enacted it as Acts Ch. 134.

For a Kentucky T&E solo, this opens a multi-year drafting-transition window: the intestacy and spousal-share rules you advise on today are not the rules that will govern estates of decedents dying on or after January 1, 2028. Flag every plan that relies on the current default shares, and calendar a review so clients aren’t caught by the changeover. Read the Act directly before you re-paper any spousal-share language.

Kentucky General Assembly · 2026 Acts Ch. 134 (SB 50) · APPS.LEGISLATURE.KY.GOV

02

[Big Three · Item 2 — awaiting verified weekly signal]

This slot holds the week’s second Kentucky-specific development — a bill with a verifiable committee vote on the legislature’s record, a newly-issued KBA ethics opinion, a Kentucky bar section notice, or a Medicaid agency bulletin. The orchestrator populates it from primary sources and the tr-cite below carries the source URL so the reader can verify before using it with a client.

[Per-state why-it-matters paragraph lands here once the headline item is populated.]

[Primary-source citation with URL]

03

Kentucky’s real-property TOD-deed bill (SB 34) died with the 2026 session — Kentucky still has no transfer-on-death deed for real estate.

Per the Kentucky Legislature’s bill record, SB 34 (the Uniform Real Property Transfer on Death Act) passed the Senate 36–2 on March 12, 2026 and moved to the House, where it crossed over but but stalled in the House Local Government committee and died when the 2026 Regular Session adjourned sine die (April 15, 2026). It was not enacted; Kentucky still has no statutory transfer-on-death or beneficiary deed for real property.

For a Kentucky T&E solo this is a live intake signal: a client who assumes a TOD deed will keep the family home out of probate is relying on a bill that has not passed, and the plan needs a revocable trust, joint tenancy with survivorship, or a properly drafted life estate to reach that result. Don’t let national content or an out-of-state form import a deed Kentucky has not authorized. Watch for the bill’s likely reintroduction in 2027, but don’t plan a current client around a deed the legislature has not passed.

Kentucky Legislature · SB 34 (2026 RS), died in committee Apr. 15, 2026 · APPS.LEGISLATURE.KY.GOV

From the Courts · Recent · Kentucky

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

Decisions that bind a Kentucky practitioner — Kentucky’s appellate courts and the federal courts covering Kentucky, including the U.S. Sixth 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
Kentucky appellate courts
Federal courts · Sixth Cir.

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

This lane reads each new opinion from Kentucky’s appellate courts and the federal courts covering Kentucky (Sixth 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 · Kentucky appellate courts · U.S. Sixth Circuit.

Week Of June 22, 2026

This week.

This week in Kentucky for the T&E solo with Kentucky Medicaid clients: the developments from the Kentucky Bar Association and the Department for Medicaid Services 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.