Representing the Elderly or Disabled Client: Forms & Checklists with Commentary

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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.

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Table of Contents

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Chapter 1: Client Interview Forms
Chapter 2: Engagement, Disengagement, Referral, and Nonreferral Letters
Chapter 3: Health Plan Problem Solving and Obtaining Health Care Coverage
Chapter 4: Accelerated Death Benefits
Chapter 5: Customizing Wills to Satisfy the Medicaid Elective Share Requirements
Chapter 6: Intrafamily Transfers
Chapter 7: Medicaid-Related Trust Instruments
Chapter 8: Client Correspondence and Retitling of Assets for Medicaid Planning
Chapter 9: Evaluating Residences
Chapter 10: Medicaid and the Home
Chapter 11: Aging in Place
Chapter 12: Residences of Gay, Lesbian, or Unmarried Heterosexual Couples
Chapter 13: Powers of Attorney
Chapter 14: Health-Care Power of Attorney
Chapter 15: Competency Evaluation
Chapter 16: Special Needs Trusts
Chapter 17: Wills Without Tax Planning
Chapter 18: Wills With Tax Planning
Chapter 19: Miscellaneous Will and Trust Clauses
Chapter 20: Revocable Trusts
Chapter 21: Irrevocable Trusts
Chapter 22: Related Testamentary Forms
Chapter 23: Client Correspondence and Retitling of Assets for Estate Planning
Chapter 24: Marrying Later in Life
Chapter 25: Guardianship and Conservatorship Chapter 26: Estate Administration
Chapter 27: Law Firm Management
Chapter 28: Compendium of Public Benefit and Tax Numbers Adjusted Annually
Chapter 29: Veterans Administration Aid and Attendance Benefits [New]
Chapter 30: Trust Administration
Chapter 31: Life Care Planning

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