Your state’s pack. New issues arrive periodically on Mondays. Bookmark it. I built this for the Minnesota T&E solo who knows the Uniform Probate Code (Minn. Stat. ch. 524) cold but still loses an afternoon a week hunting the current homestead number, the Medical Assistance (DHS) slot posture, whether the latest OLPR / LPRB (Rules of Professional Conduct) guidance changes how you scope an engagement, or whether a recent Minnesota Court of Appeals decision just moved the law on capacity, undue influence, or a trustee’s duties. What’s below is what mattered in Minnesota 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.
Three developments from the last seven days that I think actually matter to a Minnesota 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.
Minnesota’s 2025 act took effect August 1, 2025. It extended the rule against perpetuities to permit 500-year dynasty trusts, refined directed-trust roles (investment and distribution advisors, trust protectors), set a $150,000 uneconomic-trust termination threshold, and tightened the divorce-revocation and trust-contest notice rules.
If you draft trusts in Minnesota, this is the development to internalize this cycle: it changes how you build and unwind trusts going forward. Revisit your dynasty-trust drafting, your directed-trust appointment language, and your standard trust-contest notice procedure — and use the $150,000 threshold as a clean off-ramp for trusts that have become too small to justify their administration.
Minn. 2025 trust-and-estate act (eff. Aug. 1, 2025) · MSBA Bench & Bar of Minnesota · mnbars.org · Bench & Bar
For the spousal-impoverishment year July 1, 2026–June 30, 2027, the MMMNA is $2,705 and the shelter standard is $812; the community-spouse resource allowance maximum is $162,660 and the home-equity limit is $752,000. Minnesota administers Medical Assistance (MA) through the Department of Human Services.
These are the numbers that drive every community-spouse and home-equity analysis you run for the coming year. Update your spend-down worksheets and your community-spouse income/resource allocation models off the DHS figures before your next MA application — carrying last year’s MMMNA or CSRA into a 2026–2027 plan will misstate what the community spouse keeps.
Minn. DHS — income/asset limits (7/1/2026–6/30/2027) · mn.gov/dhs · income/asset limits
The Department of Human Services reorganization completed with the Department of Direct Care and Treatment operating as its own agency (effective January 1, 2025), which took the state-operated behavioral-health and treatment facilities. Medical Assistance eligibility, waivers, and estate recovery remain DHS functions — the split did not move MA.
Make sure your intake materials, client letters, and referral routing still point MA questions to DHS, not to the new Direct Care and Treatment agency. The reorganization is the kind of structural change that quietly dates a form-letter or a website link — a misdirected client on a time-sensitive MA application is an avoidable cost.
Minn. Dept. of Human Services (MA program; DCT split eff. Jan. 1, 2025) · mn.gov/dhs
Decisions that bind a Minnesota practitioner — Minnesota’s appellate courts and the federal courts covering Minnesota, including the U.S. Eighth 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.
This lane reads each new opinion from Minnesota’s appellate courts and the federal courts covering Minnesota (Eighth 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 · Minnesota appellate courts · U.S. Eighth Circuit.
This week in Minnesota for the T&E solo with Minnesota Medical Assistance clients: the developments from the Minnesota State Bar Association (Probate & Trust Law Section) and the Minnesota DHS (Medical Assistance) 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.