California Guide to Tax, Estate & Financial Planning for the Elderly

California-specific analysis, forms, and checklists help you address all areas of concern of your elderly clients.

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ISBN: 9780820550688
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ISBN: 9781579118853
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ISBN: 9780820550688
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The first baby boomers are reaching retirement age. They are mapping out their own future, providing for children and grandchildren, and caring for aging parents. And they all have lots of questions - about financial planning, health care, charitable gifts, nursing homes, housing and a host of issues related to aging. You need to respond to those questions, and also to meet the needs of your current elderly clients by keeping abreast of this rapidly evolving area of practice.

With California Guide to Tax, Estate & Financial Planning for the Elderly, you'll be able to answer their questions and act in their behalf, whether you specialize in elder law and estate planning or maintain a general practice. This practice guide places the range of issues facing the elderly in the context of California law. It's your single source for in-depth discussions of such issues as:

• Medi-Cal

• Conservatorships

• Wills and trusts

• Income and estate taxes

• Estate planning

• Nursing homes and home health care agencies

• Planning for incapacity

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 helps you identify state and federal agencies and initiatives.

• A section of common client questions begins each chapter and leads you directly to the information you'll use most often.

• Hundreds of practice notes throughout the text provide useful tips and suggestions, while cautionary notes alert you to areas of special concern.

• Checklists at the end of each chapter help ensure that you have addressed your client's needs methodically and completely.

• Forms on disk, included at no extra charge, helps you produce accurate documents quickly and efficiently.

1 volume, loose-leaf; updated annually.

Subscribers will receive access to a downloadable file containing editable forms.

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Table of contents

Glossary of Acronyms Used in this Volume 

Chapter 1 Attorney-Client Concerns

Chapter 2 Planning for Incapacity: Property Management

Chapter 3 Planning for Incapacity: Health Care Decisions

Chapter 4 Financial Planning: Sources of Income

Chapter 5 Overview of Health Care Coverage

Chapter 6 Medi-Cal: General Considerations

Chapter 7 Medi-Cal Planning for the Single Person and the Married Person

Chapter 8 Medi-Cal: Transfer of Assets, Liens and Estate Recovery

Chapter 9 Medi-Cal Advocacy: Application, Reconsideration and Fair Hearings

Chapter 10 Conservatorships

Chapter 11 Nursing Homes and Home Health Care Agencies

Chapter 12 Estate Planning-Wills, Trusts & Probate

Chapter 13 Income, Estate and Gift and Property Taxes

Chapter 14 Housing Concerns for the Elderly

Chapter 15 Elder Abuse

Chapter 16 Social Services