Download or read book How to Develop and Manage a Successful Trust and Estates elder Law Practice written by Thomas D. Begley and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book How to Build and Manage an Estates Practice written by Daniel B. Evans and published by American Bar Association. This book was released on 2008 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Florida Elder Law written by Jerome Ira Solkoff and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Elder Law Forms Manual written by Margolis and published by Wolters Kluwer. This book was released on 1999-07-21 with total page 1540 pages. Available in PDF, EPUB and Kindle. Book excerpt: Renowned expert Harry Margolis shares his insight and experience in the ElderLaw Forms Manual, to help you better represent your elderly client. This two volume looseleaf manual contains more than 100 key forms and documents to help you: Organize a high-volume elder law practice Market your services to your clients Customize estate and Medicaid plans Provide the personalized service your clients deserve. These practice-tested forms are designed specifically for handling the special problems that arise in the representation of older clients. Each form is accompanied by practical, insightful commentary from Harry Margolis, telling you when and how each should be used. Many documents include a range of alternative clauses for common and not-so-common situations. The 20 chapters are organized into five parts: Managing the Elder Law Practice Estate and Long-Term Care Planning Powers of Attorney, Medical Directives and Wills Trusts Miscellaneous. ElderLaw Forms Manual saves hours of research and drafting time, simplifies information gathering, and gives you a competitive edge in this growing practice area. All the forms are included on an accompanying CD-ROM. ElderLaw Forms Manual is featured in Elder Law Library on IntelliConnect and coming soon to Cheetah.
Download or read book Elder Law Portfolio written by Harry S. Margolis and published by Wolters Kluwer. This book was released on 1995-12-31 with total page 3766 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth, timely, and practical coverage of key issues in elder law practice. Written by outstanding elder law experts, this unique publication is the first place to look for detailed answers to pressing questions concerning Medicaid, long-term care planning, healthcare issues, trusts, powers, and guardianship -- every facet of today's elder law practice. Each portfolio has distinctive title and author. The series includes 28 portfolios to date.
Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "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.
Download or read book The Living Trust written by Henry W. Abts and published by McGraw-Hill/Contemporary. This book was released on 1997 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Download or read book The ElderLaw Portfolio Series written by and published by . This book was released on 2012 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth, timely, and practical coverage of key issues in elder law practice -- that's what you'll find in The Elder Law Portfolio Series . Written by outstanding elder law experts, this unique publication is the first place to look for detailed answers to pressing questions concerning Medicaid, long-term care planning, healthcare issues, trusts, powers, and guardianship -- every facet of today's elder law practice. The series includes 29 portfolios to date: Practical Aspects of Establishing, Developing, and Managing an Elder Law Practice Medicaid Eligibility and Long-Term Care Planning Medicaid Financing of Nursing Home Care Special Needs Trusts Tax Implications of Transfers of Assets Housing Options Medicare Practitioner's Guide to Adult Guardianship Long-Term Care Insurance: Its Role in Elder Law Practice Medicaid: Strategies for Resource Planning Planning for Retirement Benefit Distributions Medicaid Trusts: Estate Planning Rights of Long-Term Care Facility Residents Legal & Medical Aspects Long-Term Care Litigation Veterans' Benefits for the Elderly Durable Powers of Attorney Health Care Decision Making in an Elder Law Practice Age Discrimination in Employment Use of Annuities in Retirement & Long-Term Care Planning Social Security Insurance Benefits Medicare Home Health Benefit Grandparent Visitation Elder Mistreatment: Legal-Medico Aspects Ethics & Elder Law Assisted Living: Law and Advocacy Financial Planning for the Elderly Postmortem Estate Planning Medicare Legislation Age Discrimination in Non-Employment Contexts.
Download or read book Special Needs Trusts Handbook written by Begley, Canellos and published by Wolters Kluwer. This book was released on with total page 2870 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Understanding Living Trusts written by Vickie Schumacher and published by Schumacher Publishing. This book was released on 1990 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in clear, conversational English, this book can help anyone understand how a living trust avoids the complications, expenses, and delays of probate at times of incapacity and death.
Download or read book ElderLaw Forms Manual written by Harry Margolis and published by Aspen Publishers. This book was released on 1997-11-01 with total page 967 pages. Available in PDF, EPUB and Kindle. Book excerpt: This looseleaf manual contains more than 100 key forms and documents to help you: Organize a high-volume elder law practice Market your services to your clients Customize estate and Medicaid plans Provide the personalized service your clients deserve. These practice-tested forms are designed specifically for handling the special problems that arise in the representation of older clients. Each form is accompanied by practical, insightful commentary from Harry Margolis, who tells you when and how it should be used. Many documents include a range of alternative clauses for common and not-so-common situations. The 17 chapters are organized into five sections: Managing the Elder Law Practice Estate and Long-Term Care Planning Powers of Attorney, Medical Directives and Wills Trusts Miscellaneous ELDERLAW FORMS MANUAL saves hours of research and drafting time, simplifies information gathering, and gives you a competitive edge in this growing practice area.
Download or read book Nine Steps to Financial Freedom written by Suze Orman and published by Three Rivers Press (CA). This book was released on 2000 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money.
Download or read book Trusts and Miscellaneous written by and published by . This book was released on 1900 with total page 1050 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Representing the Elderly Client written by Thomas D. Begley (Jr.) and published by Wolters Kluwer. This book was released on 2004-01-30 with total page 4148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you ready to go beyond advising and planning to actively advocating the interests of your elderly clients? You can be, with this two volume handbook from two veteran elder law advocates. In a systematic and practical fashion, the authors address each key practice issue and provide an overview of the basic rules and guiding statutes/regulations, in-depth analysis of elder law practice together with guiding case law, and step-by-step explanation of the advocacy process, revealing how law operates in the real world and where things can go wrong. Plus you'll get their practice-tested minisystem for effective advocacy. After an introductory section explores basic principles, Representing the Elderly Client: Law and Practice addresses the six areas you'll encounter most often: Medicaid Special Needs Trusts Medicare and Managed Care Elder Abuse Nursing Home and LTC Facilities Intra-family and Postmortem Advocacy for Elderly Clients and Heirs. Practice forms, flowcharts, and tables put all essential information at your fingertips. The forms contained in the Author's Advocacy Mini-systems will save you hours of preparation time. Start finding effective solutions to your elderly clients' problems with Representing the Elderly Client: Law and Practice. Along with your Representing the Elderly Client two-volume print set, you'll receive a FREE CD-ROM containing word processing documents used in handling some of elder law's most complex concerns.
Download or read book The Elder Law Leadership Seminar written by Reedlogic Staff and published by Execsense. This book was released on 2006-03 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Elder Law Leadership Seminar features nine speeches totaling more than three hours and over 100 pages of authoritative, insider's perspectives on the best practices of elder law attorneys who have handled thousands of cases on behalf of their clients. Featuring top partners who have represented various clients in elder law issues, this seminar provides a broad yet comprehensive overview of specific strategies that every elder law professional needs to know about the roles and motivations of the people involved in such a case. Each speaker discusses their personal approach for establishing client relationships and developing effective legal strategies in both the audio CD and book of speeches. Also included is an interactive workbook with key questions and action points for developing winning legal strategies based on what is discussed in the seminar. The seminar features speeches by: 1. Thomas Begley, Jr., Founder ? Begley & Bookbinder: ?Medicaid: Planning for Long Term Care?; 2. William Brisk CELA, Founder ? Law Office of William Brisk, ?Dealing With Change?;3. William J. Browning, Partner ? Browning & Meyer Co, LPA, ?Providing Flexible Assistance?;4. Hayman Darling, Chairman Estate Planning/Elder Law Department ? Beacon & Wilson, P.C., ?Making Sure the Client is Fully Prepared?;5. Janna Dutton, Founder ? Janna Dutton & Associates, P.C., ?Adding More Than Just Traditional Value?;6. Harry S. Margolis, Founder ? Margolis & Associates Elder Law Answers, ?Setting Up a Client's Assets?;7. Gary Mazart, Co-Chair Elder and Disability Law Practice Group ? Schenck Price Smith & King, LLP, ?A More Holistic Approach?;8. Jeffrey Milman, Member ? Lopez, Hodes, Restaino, Milman & Skikos, ?Combating Elder Abuse?;9. Janet Shirley, Of Counsel ? Hunter, Maclean, Exley, & Dunn, P.C.; ?Making Sure the Client Has a Plan'.The seminar includes a CD (with the audio of the live speeches), book, Seminar Padfolio and interactive workbook. In this seminar, you will learn answers to questions such as the following, and many more: 1. Walk me through the process of working with a client ? how do you proceed in the beginning to get an understanding of the issues, and how do you take it all the way through completion of the project?2. Who are you most often working with at a client?3. What are some of the important ways a client can help their own cause?4. What are the different areas, or components of elder law?5. Can you go through each area of elder law and explain what you do on behalf of your client in each area?6. Walk me through the financial implications of elder law ? please provide some examples of how what you do can add direct value.7. What are the biggest mistakes that clients often make that get them into trouble with elder law related issues?8. What are the biggest misconceptions with respect to elder law?9. What strategies have you developed personally to help your clients with elder law related issues?10. Walk me through how you work with your clients ? what is your role?11. What dictates success in your role?12. What is the best piece of advice you've ever received, with respect to elder law?13. How would you articulate your negotiation strategies?14. What do you consider a success in a financial settlement?15. What are the roles and motivations of each of the key players in an elder law case?
Download or read book The ABC s of Elder Law Estate Planning written by David Wingate and published by Lulu.com. This book was released on 2016-03-18 with total page 97 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
