Update on Jimmo v. Sebelius and Opportunities to Participate in Section

By John R. Potter 

This blog updating the status of the Jimmo v. Sebelius was drafted in December for publication in January but was preempted by the SECURE Act. The goal of these Elder Law blog posts is to raise awareness about significant issues elder law attorneys might want to consider or investigate further. We welcome suggestions for blog post topics; we also welcome blog post writers. As you will see from this blog and the SECURE Act blog, we are not looking for the great American novel, and we do not ask that posts rise to the level of law review-level research or commentary. If you have a suggested topic or would like to submit a blog post, please reach out to me at john@carolinaestatelaw.com.

Just a reminder that the Elder Law Symposium is in Charlotte at the end of this week. If you have an interest in participating in the Elder Law Section, whether the contribution is big or small, we would love to hear from you. Our Pro Bono Committee and CLE Committee in particular could use more hands, but Communications, Ethics, Legislative, and Membership would also welcome help. To find out more, please talk to a member of the Section Council or a Committee Chair at the Symposium or reach out to one of us afterward.

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Elder Law Section CLE Scholarship Program Deadline 1/30

By Shirley Diefenbach 

NCBA Elder and Special Needs Law Section CLE Scholarship Program

The North Carolina Bar Association Elder and Special Needs Law Section (NCBA-EL) recognizes that, although the public perceives lawyers to be among the most affluent members of society, in fact many attorneys struggle to make ends meet, need to pay off large amounts of law school debt, or sometimes suffer from economic hardship due to the poor job market, disabilities or other factors. The NCBA-EL wants membership in, and services from, the Section to be available to attorneys regardless of their ability to pay. We understand that one of the greatest services available for members is the high quality continuing legal education sponsored by the NCBA Foundation. As a result, the NCBA-EL has established a Scholarship program for CLE program tuition for the Section’s 24th Annual Elder & Special Needs Law Symposium on February 20, 2020 and February 21, 2020.

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The SECURE Act Has Passed: How Does It Affect Our Clients?

By John R. Potter

After months of sitting in committee in the Senate, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) has been added to one of the year-end appropriations bills and passed by Congress.  Particularly with the change in required minimum distribution rules, the SECURE Act represents a significant change in the law surrounding qualified plans.  This post summarizes some of the provisions most relevant to elder law attorneys.  The summary is organized by section of the Act with the change in required distribution rules discussed first.  The language of select sections is included at the end.  Thank you to Larry Rocamora and Jason Page for their insights on the Act.

Section 401. Modification of Required Distribution Rules for Designated Beneficiaries

Section 401(a)(1) of the Act adds a new subsection (H) to 26 U.S.C. Section 401(a)(9) (IRC Section 401(a)(9)).  For individuals dying on or after January 1, 2020, this Section creates a ten-year distribution period for most designated beneficiaries similar to the five-year period that has long been applied to non-designated beneficiaries.  IRC §401(a)(9)(H)(i)(I).  This is true whether or not the employee reached the required beginning date before death.  IRC §401(a)(9)(H)(i)(II).

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Scholarships Available For 2019 Elder Law Basics Program

By Shirley M. Diefenbach

The North Carolina Bar Association Elder and Special Needs Law Section has established a scholarship program for CLE program tuition for NCBA-Basics of Elder and Special Needs Law Program, to be held on Oct. 10 at the Bar Center.  The scholarship will pay no more than 100% of the lowest NCBA member registration fee for the program. A limited number of scholarships are available. Any attorney member of the NCBA Elder and Special Needs Law Section is eligible to apply for CLE scholarship. Non-member attorneys interested in the CLE scholarship are required to apply for membership in the Elder and Special Needs Law Section before or concurrently with submission of an application for CLE Scholarships.

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Elder & Special Needs Law Section: Chair’s Comments

By David W. Silver

We had a successful Elder & Special Needs Law Symposium in Pinehurst in February. Thank you to the CLE committee who put the program together (Kara Gansmann, Nicki Applefield Engel, and Nancy Mayer).  If you were not able to attend, the materials can be acquired through the NCBA CLE. I have already utilized the materials and planning techniques provided during Eric Barnes’ presentation about the new rules and gifting penalty related to the VA’s Aid and Attendance program.

The location for the symposium needs to be reserved a couple of years in advance, so change happens slowly.  While Pinehurst has been a good host for quite a few years, we will be holding the symposium in Charlotte next year and then return to Pinehurst in 2021. The goal of the location change next year is to see if we can make the program more accessible and more enjoyable to more of our members.  Our CLE committee would be very interested in feedback regarding your opinion about the location of the symposium going forward.

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New Year, New Estate Recovery Headaches

By Kathleen Rose Rodberg

By now most of you have heard about changes to North Carolina’s estate recovery program and may even have clients facing uncertainty in the wake of these changes.  This blog article will bring you up to speed on the developments so far and things to keep in mind while assisting with estate recovery cases.


In 2017, North Carolina adopted an amendment to its State Medicaid Plan that changed waivers of estate recovery in certain cases, most notably when the recipient is survived by a spouse or disabled child, to a deferral.  State Plan Amendment 17-0005 was approved by the Center for Medicare & Medicaid Services on August 1, 2017.  Additional, but less substantive, edits were approved by State Plan Amendment 18-0002 approved on August 17, 2018.

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The Times They Are a-Changin’

By Kathleen Rodberg

Welcome to the first ever blog post on the NCBA’s Elder & Special Needs Law Section blog!  As many of you know, last year the council voted to move toward a blog format instead of a newsletter.  It is our hope that this will allow for the sharing of more current information relevant to an elder and special needs law practice.  If you want to contribute information or an article to the blog, please contact Kathleen Rodberg at krodberg@mwblawyers.com.

This post is to notify you of the following recent changes to our practice area:

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