Ettinger on Elder Law Estate Planning

Ettinger on Elder Law Estate Planning

Author: Michael Ettinger

Publisher: CreateSpace

Published: 2010

Total Pages: 134

ISBN-13: 9781453832059

DOWNLOAD EBOOK

"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.


Book Synopsis Ettinger on Elder Law Estate Planning by : Michael Ettinger

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.

New York Elder Law

New York Elder Law

Author: David Goldfarb

Publisher: LexisNexis

Published:

Total Pages: 0

ISBN-13: 9781422474747

DOWNLOAD EBOOK


Book Synopsis New York Elder Law by : David Goldfarb

Download or read book New York Elder Law written by David Goldfarb and published by LexisNexis. This book was released on with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Elder Law Answer Book

Elder Law Answer Book

Author: Robert B. Fleming

Publisher:

Published: 2000

Total Pages: 872

ISBN-13:

DOWNLOAD EBOOK

Written by nationally-known elder law practitioner Robert Fleming, The Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law; long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly--and presents this information in a thoroughly integrated, easy-access reference. Chapter highlights include: Estate planning And The elderly Key relationships between retirement planning and estate planning Commonly used approaches to ease tax burdens and preserve their wealth Medicaid and long-term care planning Special trusts useful To The elderly Guardianship and conservatorship Probate and trust administration Practice management Retirement planning, including both qualified and non-qualified plans IRA's And The new distribution rules and much more!


Book Synopsis Elder Law Answer Book by : Robert B. Fleming

Download or read book Elder Law Answer Book written by Robert B. Fleming and published by . This book was released on 2000 with total page 872 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by nationally-known elder law practitioner Robert Fleming, The Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law; long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly--and presents this information in a thoroughly integrated, easy-access reference. Chapter highlights include: Estate planning And The elderly Key relationships between retirement planning and estate planning Commonly used approaches to ease tax burdens and preserve their wealth Medicaid and long-term care planning Special trusts useful To The elderly Guardianship and conservatorship Probate and trust administration Practice management Retirement planning, including both qualified and non-qualified plans IRA's And The new distribution rules and much more!

Secure Your Legacy

Secure Your Legacy

Author: Richard J. Shapiro J.D.

Publisher: Archway Publishing

Published: 2017-03-29

Total Pages: 200

ISBN-13: 1480844950

DOWNLOAD EBOOK

Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.


Book Synopsis Secure Your Legacy by : Richard J. Shapiro J.D.

Download or read book Secure Your Legacy written by Richard J. Shapiro J.D. and published by Archway Publishing. This book was released on 2017-03-29 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Elder Law Trusts and Estates

Elder Law Trusts and Estates

Author:

Publisher:

Published: 2008

Total Pages: 0

ISBN-13: 9780314195609

DOWNLOAD EBOOK

Elder Law Trusts and Estates is an authoritative, insider's perspective on best practices for working with clients and their families during the estate planning process. Featuring partners and chairs from law firms around the nation, these experts guide the reader step-by-step through the estate planning process when working with elderly clients and offer advice on overcoming common challenges in asset protection by ensuring appropriate documentation, managing timing, and avoiding tax problems. These top lawyers discuss the importance of understanding the client's goals by obtaining key information, developing a good attorney-client relationship, and managing interactions with family members who may be involved in the estate planning process. Additionally, these leaders outline important jurisdictional considerations and offer their thoughts on recent regulatory developments and trends that will have an impact on estate planning. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating an ever-evolving area of law. Book jacket.


Book Synopsis Elder Law Trusts and Estates by :

Download or read book Elder Law Trusts and Estates written by and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Elder Law Trusts and Estates is an authoritative, insider's perspective on best practices for working with clients and their families during the estate planning process. Featuring partners and chairs from law firms around the nation, these experts guide the reader step-by-step through the estate planning process when working with elderly clients and offer advice on overcoming common challenges in asset protection by ensuring appropriate documentation, managing timing, and avoiding tax problems. These top lawyers discuss the importance of understanding the client's goals by obtaining key information, developing a good attorney-client relationship, and managing interactions with family members who may be involved in the estate planning process. Additionally, these leaders outline important jurisdictional considerations and offer their thoughts on recent regulatory developments and trends that will have an impact on estate planning. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating an ever-evolving area of law. Book jacket.

How to Protect Your Assets from Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus

How to Protect Your Assets from Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus

Author: Evan H Farr Cela

Publisher:

Published: 2013-05-08

Total Pages: 108

ISBN-13: 9780976182139

DOWNLOAD EBOOK

The Living Trust Plus Asset Protection Trust protects your assets from probate PLUS lawsuits PLUS the catastrophic expenses often incurred in connection with nursing home care. The Living Trust Plus is the only type of self-settled asset protection trust that allows a settlor to be trustee and retain an interest in the trust while also protecting the assets from being counted by state Medicaid agencies. Even though the Living Trust Plus is irrevocable, you retain a high degree of control over your trust assets because: (1) you can be the trustee if desired; (2) you can retain the right to receive all of the trust income; (3) you have the right to live in and use your real estate; (4) you have the right to change trustees; and (5) you have the right to change beneficiaries. Evan H. Farr, Certified Elder Law Attorney, is the creator of the Living Trust Plus Asset Protection System used by dozens of Estate Planning and Elder Law Attorneys around the country, and is widely recognized as one of the foremost experts in the nation in the field of Medicaid Planning and Medicaid Asset Protection Trusts. Evan has been recognized as one of the nation's top lawyers by SuperLawyers.com, Martindale-Hubbell, Best Lawyers in America, and Newsweek Magazine. A nationally-renowned Best-Selling author and frequent educator of attorneys across the U.S., Evan is known as the "expert to the experts," having educated tens of thousands of attorneys across the country. His numerous publications include a Best-Selling book, Protect and Defend, the Nursing Home Survival Guide, as well as two legal treatises published by the American Law Institute in affiliation with the American Bar Association: Planning and Defending Asset Protection Trusts and Trusts for Senior Citizens."


Book Synopsis How to Protect Your Assets from Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus by : Evan H Farr Cela

Download or read book How to Protect Your Assets from Probate PLUS Lawsuits PLUS Nursing Home Expenses with the Living Trust Plus written by Evan H Farr Cela and published by . This book was released on 2013-05-08 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Living Trust Plus Asset Protection Trust protects your assets from probate PLUS lawsuits PLUS the catastrophic expenses often incurred in connection with nursing home care. The Living Trust Plus is the only type of self-settled asset protection trust that allows a settlor to be trustee and retain an interest in the trust while also protecting the assets from being counted by state Medicaid agencies. Even though the Living Trust Plus is irrevocable, you retain a high degree of control over your trust assets because: (1) you can be the trustee if desired; (2) you can retain the right to receive all of the trust income; (3) you have the right to live in and use your real estate; (4) you have the right to change trustees; and (5) you have the right to change beneficiaries. Evan H. Farr, Certified Elder Law Attorney, is the creator of the Living Trust Plus Asset Protection System used by dozens of Estate Planning and Elder Law Attorneys around the country, and is widely recognized as one of the foremost experts in the nation in the field of Medicaid Planning and Medicaid Asset Protection Trusts. Evan has been recognized as one of the nation's top lawyers by SuperLawyers.com, Martindale-Hubbell, Best Lawyers in America, and Newsweek Magazine. A nationally-renowned Best-Selling author and frequent educator of attorneys across the U.S., Evan is known as the "expert to the experts," having educated tens of thousands of attorneys across the country. His numerous publications include a Best-Selling book, Protect and Defend, the Nursing Home Survival Guide, as well as two legal treatises published by the American Law Institute in affiliation with the American Bar Association: Planning and Defending Asset Protection Trusts and Trusts for Senior Citizens."

The Law of Aging

The Law of Aging

Author: Andrey Milvidskiy Esq

Publisher:

Published: 2020-11-26

Total Pages: 204

ISBN-13:

DOWNLOAD EBOOK

Why do some people age so "gracefully"? They're the people whose lives seem to fall into place easily as they age. Their physical needs are met, they have plenty of resources with which to enjoy their "golden years"...and when they pass, their children and heirs manage what's "left behind" with seemingly instinctive skill and grace. But we also know far too many people in the opposite place: facing physical needs that overwhelm them, financial obligations that necessitate selling off personal possessions or even their very homes, and stress from children and heirs arguing about "who's going to get what" even before they're gone. How to have the first in your life, and not the second? It all comes down to a plan. The Law of Aging is chock-full of information designed to help you take the important first (and subsequent) steps toward making that plan...and implementing it to suit your needs, your family situations, and your future. With this as your road map and guidebook, you'll be well on your way to that "graceful" aging-and priceless peace of mind-we all want.


Book Synopsis The Law of Aging by : Andrey Milvidskiy Esq

Download or read book The Law of Aging written by Andrey Milvidskiy Esq and published by . This book was released on 2020-11-26 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why do some people age so "gracefully"? They're the people whose lives seem to fall into place easily as they age. Their physical needs are met, they have plenty of resources with which to enjoy their "golden years"...and when they pass, their children and heirs manage what's "left behind" with seemingly instinctive skill and grace. But we also know far too many people in the opposite place: facing physical needs that overwhelm them, financial obligations that necessitate selling off personal possessions or even their very homes, and stress from children and heirs arguing about "who's going to get what" even before they're gone. How to have the first in your life, and not the second? It all comes down to a plan. The Law of Aging is chock-full of information designed to help you take the important first (and subsequent) steps toward making that plan...and implementing it to suit your needs, your family situations, and your future. With this as your road map and guidebook, you'll be well on your way to that "graceful" aging-and priceless peace of mind-we all want.

Texas Estate Planning

Texas Estate Planning

Author: Dianne Reis

Publisher:

Published: 2005-02

Total Pages:

ISBN-13: 9781580120999

DOWNLOAD EBOOK

Texas Estate Planning.


Book Synopsis Texas Estate Planning by : Dianne Reis

Download or read book Texas Estate Planning written by Dianne Reis and published by . This book was released on 2005-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Texas Estate Planning.

Secure Your Legacy

Secure Your Legacy

Author: Richard J Shapiro

Publisher:

Published: 2022-06-20

Total Pages: 228

ISBN-13:

DOWNLOAD EBOOK

Just like the construction of a building requires a well-designed blueprint, creating a successful estate plan requires a thorough exploration of your planning goals and needs. In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law concepts including: How to know if you need a will or trust (or both) The difference between revocable and irrevocable trusts Ways to protect your assets from being wiped out due to the high costs of long-term care Planning techniques to reduce estate, gift, and capital gains taxes How to protect your children's inheritances from their creditors and divorcing spouses How to protect your assets from the reach of "creditors and predators" Why you should never create an estate plan online Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death.


Book Synopsis Secure Your Legacy by : Richard J Shapiro

Download or read book Secure Your Legacy written by Richard J Shapiro and published by . This book was released on 2022-06-20 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: Just like the construction of a building requires a well-designed blueprint, creating a successful estate plan requires a thorough exploration of your planning goals and needs. In this updated second edition of Secure Your Legacy, Certified Elder Law Attorney Richard J. Shapiro uses real world examples from his three decades of practicing law to provide the reader with a thorough understanding of key estate planning and elder law concepts including: How to know if you need a will or trust (or both) The difference between revocable and irrevocable trusts Ways to protect your assets from being wiped out due to the high costs of long-term care Planning techniques to reduce estate, gift, and capital gains taxes How to protect your children's inheritances from their creditors and divorcing spouses How to protect your assets from the reach of "creditors and predators" Why you should never create an estate plan online Shapiro also shares tips on planning for a child with special needs, planning for the transfer of a family business, and providing for the needs of a beloved pet upon your death.

Plan Your Estate

Plan Your Estate

Author: Denis Clifford

Publisher: NOLO

Published: 2000

Total Pages: 476

ISBN-13: 9780873375801

DOWNLOAD EBOOK

Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.


Book Synopsis Plan Your Estate by : Denis Clifford

Download or read book Plan Your Estate written by Denis Clifford and published by NOLO. This book was released on 2000 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.