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Estate Planning Elder Issues

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Stark & Stark

Senior Care Strategies: How to Prepare for Life's Later Stages

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​​​​​​​With continuing advances in medicine, nutrition, and wellness, people are living longer. We all want to age like the characters on the popular sitcom “Golden Girls,” whose “golden years” seem fabulous and filled with...more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: April 2024 Issue

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Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month....more

Falcon Rappaport & Berkman LLP

ELDER LAW LEGAL UPDATE: Important Changes to Social Security Income, Medicaid Resource and Income Allowances, and Regional Rates...

The Elder Law Practice Group at Falcon Rappaport & Berkman would like to share some important Elder Law legal updates with our clients and professional partners that will impact Medicaid eligibility for applicants/recipients...more

Cranfill Sumner LLP

The Top 5 Dos and Don’ts of Family Conversations Involving Aging Loved Ones’ Needs

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If you are lucky enough to gather around the holiday table with multiple generations, aging relatives, and loved ones, consider the kinds of conversations that you may be engaged in or should be having with them at some point...more

Stark & Stark

[Webinar] Estate Planning Series: Avoiding Financial Exploitation of the Elderly – Agencies and Guardianships for Adults - Session...

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Aging loved ones, particularly who are struggling, can quickly find themselves in unique and challenging situations. Today’s world poses a host of challenges for those with diminished capacity. Learn what options might be...more

Stark & Stark

[Webinar] Estate Planning Series: Avoiding Financial Exploitation of the Elderly – Agencies and Guardianships for Adults - Session...

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Aging loved ones, particularly who are struggling, can quickly find themselves in unique and challenging situations. Today’s world poses a host of challenges for those with diminished capacity. Learn what options might be...more

Chambliss, Bahner & Stophel, P.C.

[Webinar] Estate Planning Doesn't Have to be Scary - October 26th, 12:00 pm - 1:00 pm EDT

Planning ahead for the unknown can be frightening and intimidating. However, our team is here to expel the spine-chilling misconceptions of advance directives, estate planning, and estate administration. Sally Brewer,...more

Downey Brand LLP

Dementia Causes Uneasy Balance Between Freedom and Protection

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Independence Day invites reflection on another form of freedom. How do we respect the autonomy of California’s elders who experience progressive forms of dementia while protecting them from potential abuse and other harm?...more

Downey Brand LLP

Alzheimer’s Association Offers Helpful Roadmap on Dementia

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Dementia casts a long shadow in California trust and estate litigation. Contestants claim that an elder with dementia lacked sufficient mental capacity to make an estate planning change, or that dementia left the elder highly...more

Ward and Smith, P.A.

How an Estate Plan Can Protect Against Financial Exploitation

Ward and Smith, P.A. on

I suspect that many of you, like me, have deleted an email from a friend that says he is away on a trip and needs you to wire him money.  According to experts, despite increased phishing emails and robocalls, it is far...more

Winstead PC

Undue Influence, Detecting Elder Abuse, and the Duty to Report Financial Exploitation

Winstead PC on

Author David F. Johnson recently presented his paper on “Undue Influence, Detecting Elder Abuse, and the Duty to Report Financial Exploitation” to the Austin Probate Bar Association in Austin, Texas, on May 20, 2022. This...more

Sands Anderson PC

The Case for Brevity in Trust Documents

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The most powerful and flexible tool estate planners have today is the revocable living trust. It is essentially a substitute for a will that allows you to avoid the often lengthy and expensive probate process, while giving...more

Harris Beach PLLC

Addressing the Need for a New York Elder Law Attorney with the Senior in Your Life

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The choice about whether or not to hire an elder law attorney (or elder care lawyer, as some say) is one that is not to be taken lightly. Unfortunately, it’s a topic that can cause a lot of anxiety both for the aging adult...more

Chambliss, Bahner & Stophel, P.C.

[Event] 2022 Embrace Aging Forum - June 28th, Chattanooga, TN

Boomers Are Shaking up the World of Senior Living - Connect with community resources and forward-thinking perspectives in all areas of life including housing and care, relationships, health and wellness, finances, and...more

Kohrman Jackson & Krantz LLP

Special Considerations For Divorces Involving Middle-Aged And Older Americans: Part 2

PART 2: DIVISION OF ASSETS AND DEBTS, RETIREMENT BENEFITS, AND ESTATE PLANNING MATTERS - As discussed in Part One of our two-part series detailing the social phenomenon know as “grey” divorce, a number of recent studies,...more

Downey Brand LLP

Elder Abuse Restraining Orders May Prevent Estate Planning Changes

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Can a California court stop others from changing an elder’s estate plan?  Yes, in extreme circumstances, suggests a case arising from conflict in a blended family over which side would benefit from an elder’s trust....more

Adler Pollock & Sheehan P.C.

Create an Eldercare Plan for an Elderly Loved One

No one would expect you to operate a business without developing a business plan. Typically, you would review the plan annually and modify it to accommodate your needs. Yet many people don’t follow similar practices for...more

Flaster Greenberg PC

Do I Have To Pay For My Parent’s Care?

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Adult children often ask, do I have to pay for my parent’s care? That depends. If you have taken control of your parent’s assets and income, absent a provision in a durable power of attorney allowing you to gift your...more

Foster Swift Collins & Smith

Estate Planning for New and Aging Parents

Many life events will prompt people to consider estate planning to protect their assets and family. Many will rush to an attorney before they travel (especially far), start a business, or complete a messy estate...more

Foster Swift Collins & Smith

A Look at Conservatorships in Wake of Britney Spears Case

Britney Spears’ 13-year old conservatorship is making headlines once again after a judge denied a 2020 request to remove Ms. Spears’ father as conservator of her finances. Ms. Spears delivered an emotional testimony at the...more

Ruder Ware

4 Reasons You Need a Custom Financial Power of Attorney for Medicaid Planning

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We all want to save time and money when possible. So, when I am asked if the standard Wisconsin power of attorney for finances is sufficient, I understand the motivation to put a crucial document in place quickly and...more

Foster Swift Collins & Smith

How Should We Celebrate Elder Law Month?

With 2020 in the rear view mirror and 2021 well underway, the COVID-19 pandemic continues to generate urgency for elder law planning for those most at risk. May is National Elder Law Month which allows the opportunity to...more

Burns & Levinson LLP

Financial Exploitation and the Authority of a Conservator

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In this last discussion of the Smith and Alexander families, we examine financial exploitation, its impact on suitability in appointing a conservator, and steps that a conservator can take if there is evidence of prior...more

Adler Pollock & Sheehan P.C.

No Free Lunch For the Sandwich Generation

Are you part of the sandwich generation? This is the name given to people caught in the middle between caring for elderly parents or in-laws and raising young, and sometimes not-so-young, children. And, of course, you still...more

Ward and Smith, P.A.

How to Contest a Will: The Basics

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We all know that a person can control who will own his or her property after death by signing a will. But when questions arise as to the circumstances surrounding the signing of the will, what can be done to challenge it? ...more

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