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Elder Law and Financial Strategies: Planning for Later Life (Print+Online+eBook)

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ALM Product :BOOK
ISBN: 9781588521491
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The elderly face a host of legal, financial and health care issues as they enter a new stage of life. Elder law attorneys and other advisers to the elderly must be able to address a broad range of social, psychological and financial needs of their clients, as well as their legal needs.

Elder Law and Financial Strategies: Planning for Later Life is a comprehensive, multi-disciplinary guide to this demanding area of practice. It goes far beyond Medicaid planning to offer guidance on questions involving housing options, guardianship, property and health care management, abuse and financial exploitation of the elderly, as well estate planning and retirement planning.

The book covers federal as well as state-specific laws affecting the elderly and includes many essential forms for financial, health care, and estate planning, with detailed drafting tips. Whether you are working on a specific legal or financial question or bringing in specialists in other disciplines to help you handle a client's requirements, this comprehensive guide will enable you find solutions and act as effective quarterback of an overall plan.

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Table of Contents



PART I

INTRODUCTION TO PLANNING FOR THE ELDERLY


CHAPTER 1

Advising the Elderly Client

CHAPTER 2

Assessment of the Elder’s Needs

CHAPTER 3

Ethical Concerns

PART II

TOOLS AND TECHNIQUES OF PLANNING FOR INCAPACITY


CHAPTER 4

Informal Methods


CHAPTER 5

Revocable Living Trusts


CHAPTER 6

Durable Powers of Attorney


CHAPTER 7

Health Care Directives


CHAPTER 8

Guardianship and Conservatorship

CHAPTER 9

A Failure of Incapacity Planning: Abuse, Neglect, and Financial Exploitation of the Elderly

PART III

PLANNING FOR RETIREMENT


CHAPTER 10

Fundamental Issues in Retirement

CHAPTER 11

Managing the Retirement Portfolio


CHAPTER 12

The Role of Annuities in Retirement Planning

CHAPTER 13

Social Security and Other Pensions

CHAPTER 14

The Home as a Retirement Resource


CHAPTER 15

Management and Taxation of Qualified Retirement Plans


CHAPTER 16

Income Tax Issues


PART IV

PLANNING FOR LONG-TERM CARE


CHAPTER 17

Financing Long-Term Care: Which Path to Choose?


CHAPTER 18

Strategies for Self-Financing Long-Term Care


CHAPTER 19

Long-Term Care Insurance Strategies


CHAPTER 20

The Medicaid Program and Medicaid Planning


CHAPTER 21

Supplemental Security Income

CHAPTER 22

Using Trusts in Long-Term Care Planning

CHAPTER 23

Veterans' Benefits


CHAPTER 24

Medicare


CHAPTER 25

Social Security Disability Benefits


PART V

HOUSING ARRANGEMENTS FOR LONG-TERM CARE


CHAPTER 26

Aging in Place and Other Independent Living Options


CHAPTER 27

Semi-Independent Living Options

CHAPTER 28

Nursing Homes

PART VI

LEAVING A LEGACY


CHAPTER 29

Estate Planning: The Basics


CHAPTER 30

Estate Planning in and for Special Circumstances


INDEX