Last edited by Yozragore
Friday, October 9, 2020 | History

1 edition of Estate planning for the disabled and the elderly found in the catalog.

Estate planning for the disabled and the elderly

Estate planning for the disabled and the elderly

preserving benefits for disabled clients or your clients" disabled children

  • 246 Want to read
  • 11 Currently reading

Published by MCLE in Boston, MA (Ten Winter Place, Boston 02108) .
Written in English

    Places:
  • Massachusetts.
    • Subjects:
    • Estate planning -- Massachusetts.,
    • Children with disabilities -- Legal status, laws, etc. -- Massachusetts.,
    • People with disabilities -- Legal status, laws, etc. -- Massachusetts.,
    • Trusts and trustees -- Massachusetts.

    • Edition Notes

      StatementKen W. Shulman ... [et al.].
      ContributionsShulman, Ken W., 1949-, Massachusetts Continuing Legal Education, Inc. (1982- )
      Classifications
      LC ClassificationsKFM2540.Z9 E87 1997
      The Physical Object
      Paginationxii, 230 p. :
      Number of Pages230
      ID Numbers
      Open LibraryOL710426M
      LC Control Number97074655

      If you are elderly and chronically ill, consider these steps in creating your comprehensive estate plan: 1) organizing your information, especially emergency contacts 2) designate your financial agent and your personal care/healthcare agent 3) communicate your healthcare wishes to your personal care/healthcare agent 4) if you have minor or disabled . The phrase "estate planning" may sound like an exercise for the very rich, but thanks to the complicated nature of the U.S. legal system, even people with modest assets need a written document, or will, that .

      As with most problems in the areas of estate and financial planning, advance planning can help resolve many of the financial and tax problems that the elderly and disabled may be faced with. Estate is . California Guide to Tax, Estate & Financial Planning for the Elderly has been specifically designed to help increase your effectiveness and productivity. • A glossary of acronyms at the beginning of the book .

      Medicaid estate planning and Medicaid rules are complicated. The government is mandating a 5-year look-back on any transfers you may have made to disqualify you from entering the nursing home. . Estate taxation and planning has become a bigger concern, especially for baby boomers. There is a wide range of laws regarding the elderly and disabled. The law of the elderly and disabled has become .


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