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Practice Area: Treatises, Estate Planning  Brand: WG&L

Representing the Elderly or Disabled Client: Forms & Checklists with Commentary  
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Elder law is, in large measure, a planning practice focused on Medicaid planning, estate planning, and planning for persons with disabilities. Added to this are the demands of estate administration and guardianship. The result is a practice that is heavily burdened with forms. Representing the Elderly or Disabled Client: Forms & Checklists with Commentary delivers all the necessary forms along with the baseline systems that will streamline the process, allowing the practitioner to use his or her time more efficiently.

This title includes forms, checklists and guidance that cover these subjects and more:

  • Client interviews with forms, checklists and questionnaires dealing with Medicaid planning, estate planning, estate administration, guardianship, health insurance advocacy and trusts
  • Client correspondence covering engagement, disengagement, referral and nonreferral letters
  • Health care coverage linked to Social Security benefits, insurance pools, original Medicare and Medicare supplements plus general health care problem forms
  • Medicaid crisis planning including documents dealing with intra-family transfers, trust instruments, wills and related documents and client correspondence
  • Durable powers of attorney, health care power of attorney, DNR instructions, and end-of-life treatment

Representing the Elderly or Disabled Client goes beyond the essentials to ensure that you have all that is equired to compassionately and responsibly serve the special needs of the elderly or disabled client.



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