Ettinger on Elder Law Estate Planning PDF Download

Author: Michael Ettinger
Publisher: CreateSpace
ISBN: 9781453832059
Category : Law
Languages : en
Pages : 134

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Book Description
"Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.

Author: Lawrence A. Frolik
Publisher: American Bar Association Section of Real Property Trust & Estate Law
ISBN: 9781634259668
Category : Legal assistance to older people
Languages : en
Pages : 307

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Book Description
"This book is for attorneys who have an interest in dealing with the legal problems of their older clients and for attorneys who are interested in practicing elder law or at least having an appreciation and understanding of that practice. It is also designed to be of interest to attorneys who are aging and want to be better informed about the programs and legal choices that they face. This book focuses on the legal issues that can arise in old age and the various laws and governmental programs that address those issues. An attorney can read through the book or dip into the indivisual chapters. Each chapter stand alone; every chapter both illuminates an issue and described how the law has responded" --

Author: Maria B Whealan Esq
Publisher:
ISBN: 9781941760086
Category :
Languages : en
Pages :

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Book Description
Whether you've experienced the decline of an old friend with health problems, worry about the loss of your own mental faculties or have children nagging you to get your affairs in order, you've entered the world of "elder" law. Just as new parents buy baby books, seniors need to be prepared for the legal and health care issues that come with aging. This Real Life Legal guide has been written by two practicing elder law attorneys who know firsthand that the most important part of elder law is making decisions at a time when you still can. With this book, you'll learn about the difference between a will and a living trust, or how you'll pay for a nursing home if you need one. Covering more than the basics, here you'll learn why you may want to set up a trust to avoid probate, protect assets, or provide for a special needs child. You'll learn how trusts can provide for your pet and/or lower your tax bill. We even make it easy to understand the health care puzzle of how Medicare, Medicaid, Medigap insurance and long-term-care health coverage can provide the coverage you need in your old age. Want to know what it takes to plan for your future? We cover all that here. And make it easy to understand. Real Life Legal wants you to be prepared."

Author: Lawrence Eric Davidow Esq
Publisher:
ISBN:
Category :
Languages : en
Pages : 132

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Book Description
Listen to Lawrence if you are Planning to Keep It, is exactly as its subtitle states: An explanation of Elder Law Planning for New Yorkers. Clear and concise with some humor sprinkled in to offset this sometimes daunting topic, the book covers five major concepts: ∙ the role and importance of long-term care insurance ∙ the role and importance of Medicaid eligibility ∙ planning to save your home and other assets ∙ other important documents for your elder law plan and will and trust add-ons you may need. Lawrence Davidow, a New York Elder Law Attorney, who was one of the first to concentrate in this area on Long Island, explains the basic concepts of Elder Law Planning and then presents the tools available to best deal with these challenges. This is not a do-it-yourself guide to Elder Law Planning, but it is the first step to understanding what may come along with the process of aging and learning about the different solutions that could be used to protect and preserve dignity, independence, assets and the emotional wellness of everyone involved. Take a look at what his clients are saying... "We procrastinated with our planning for years and now that you have led us through the process, we are sorry we waited so long and we don't know how to thank you!" -J.H. Holbrook "Lawrence, you took the time to explain our options and answer all our questions in a way that we could truly understand, and for that, we thank you." -J.G. Babylon The "Listen to Lawrence" model where Lawrence Davidow educates and enlightens his audiences has grown from local Listen to Lawrence seminars to a widely distributed electronic newsletter (The Listen to Lawrence Letter) that answers commonly asked questions to a Listen to Lawrence podcast series and now this Listen to Lawrence book. Reading Listen to Lawrence if you are Planning to Keep It will help you realize: ∙ the best you can do is plan for the worst and hope for the best! ∙ how a little bit of planning and preparation goes a long way in making the later years of life far less trying. ∙ how to ease the stress and anxiety you may feel about the uncertainties of growing old and about the level of care you may need. ∙ how careful planning becomes more important as you age, not less so, because change comes swiftly and suddenly and your ability to adapt to change diminishes. Lawrence Eric Davidow is an Elder Law Attorney helping older people and their families with the legal issues they face as they age. What he knows really makes a difference in people's lives. What he knows eases burdens, increases quality of life, protects assets and provides peace of mind.

Author: Steve Weisman
Publisher: FT Press
ISBN: 0133092003
Category : Business & Economics
Languages : en
Pages : 501

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Book Description
For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!

Author: David Wingate
Publisher: Lulu.com
ISBN: 1483447839
Category : Law
Languages : en
Pages : 97

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Book Description
As we age we face unique financial and legal issues, including Asset Protection, Medicare, Medicaid, and Estate Planning. The time to act is NOW! With proper planning, you will insure that your life, assets and estate will be managed according to your wishes, and thus, help protect you and your family. Imagine the peace of mind you will have when you stop reacting to your situation, when you have a plan in place.

Author:
Publisher:
ISBN:
Category : Legal assistance to older people
Languages : en
Pages :

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Book Description

Author: Jerry A. Hyman
Publisher:
ISBN: 9781588521491
Category : Estate planning
Languages : en
Pages : 0

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Book Description
The book covers federal as well as state-specific laws affecting the elderly and includes many essential forms for financial, health care, and estate planning, with detailed drafting tips.

Author: Peter J. Strauss
Publisher: Macmillan Reference USA
ISBN: 9780783880426
Category : Law
Languages : en
Pages : 706

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Book Description
Offers legal and financial advice for caregivers, the elderly, and the disabled, discussing the rights of the individual within the health care system, providing guidance on financial planning and taxes, and looking at issues related to work, retirement, and housing.

Author: Nina Kohn
Publisher: Aspen Publishing
ISBN: 1543817041
Category : Law
Languages : en
Pages : 917

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Book Description
Elder Law: Practice, Policy, and Problems is designed with the teacher and learner in mind. It combines a client-focused approach with in-depth discussions of elder law related policy issues. Designed to be simultaneously practical and theoretical, it provides students with specific legal knowledge and a conceptual framework for understanding key issues facing older adults and the attorneys who represent them. The author’s narrative frames a series of primary materials including cases, statutes, regulations, and sample documents, as well as excerpts from articles designed to stimulate student thinking and discussion. Problems and hypothetical exercises—many of which relate to client counseling—ask students to imagine themselves in the role of the elder law attorney, and to describe how they would handle various scenarios, such as a client meeting. In addition, questions in each section prompt students to critique key policies and thereby test their understanding of those policies. New to the Second Edition: Comprehensive updates that capture changes in law and policy, including major revisions to nursing home regulations, new developments in guardianship law, and an emerging line of cases on age discrimination in hiring New coverage of: family caregiving and caregivers’ rights “Gray divorce” and its implications for policy design and planning Supported decision-making Social service interventions that address elder abuse Professors and students will benefit from: Very clearly organized content A client-centered approach Integrated discussion of policy and current issues supported by relevant cases, statutes, regulations, sample documents, and commentaries. All relevant statutory material being within the casebook, meaning there is no need to require a separate statutory supplement Practice problems of varying difficulty that encourage students to apply what they are learning to realistic client-focused hypothetical scenarios Questions throughout the text that prompt critical thinking, and prepare students to engage in classroom discussion Exercises that can be used for either independent or in-class assignments