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

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Representing the Elderly or Disabled Client: Forms and Checklists with Commentary provides elder law attorneys with the forms, checklists, and legal commentary necessary to serve their elderly or disabled clients. The valuable forms and checklists cover areas that are vital to any elder law practitioner, including:

• Medicaid planning (including Medicaid-related trusts)
• Powers of attorney (including health care powers of attorney)
• Health plan problem solving (including coverage of the Patient Protection and Affordable Care Act)
• Intrafamily transfers
• Wills
• Irrevocable life insurance trusts
• Guardianship and conservatorship
• Veterans Administration benefits
• Estate and trust administration
• Client interviews
• Estate administration
• Law firm management

• Representing the Elderly or Disabled Client: Forms and Checklists with Commentary - Begley, Jr. & Hook
  • Chapter 1: Client Interview Forms
  • Chapter 2: Engagement, Disengagement, Referral, Nonreferral, and Authorization to Disclose Letters
  • Chapter 3: Health Plan Problem Solving and Obtaining Health Care Coverage [Revised Title]
  • 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 Unmarried Couples [Revised Title]
  • 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 [Revised Title]
  • Chapter 20: Revocable Trusts
  • Chapter 21: Irrevocable Trusts [Revised Heading]
  • 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

• Representing the Elderly or Disabled Client: Forms and Checklists Sample View