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Elder Law Deskbook


Practice Area:
Elder
License:
Never expires.


Description

As an increasing number of the population ages, Elder Law practitioners are challenged with developing and implementing a broad skill set spanning a number of practice areas, This deskbook will help you develop the base of knowledge needed to address concerns of individuals and families dealing with or planning for the impact of significant and chronic illness or disability. The authors are a group of highly regarded elder law practitioners who examine the issues and provide you with practical advice for assisting your clients and their family through the myriad of complex issues that include nursing home care, tax ramifications, health insurance issues and more. 

 

2nd edition 2010 includes 2015 Supplement (597 pages)

 

MoBarCLE Printed Deskbook + Electronic Forms $270  | Free Shipping

  • Printed Deskbook will be shipped to you. 
  • Electronic Forms in MS Word format will be delivered to your Classroom.

Subscribe to the eDeskbook on Fastcase: $99 / year: https://mobar.org/Fastcase

FORMS INCLUDED:

 

Chapter 1—Managing the Elder Law Practice
Appointment Confirmation Letter  |  §1.7
Client’s Personal Information   |  §1.9
Information for an Estate Planning Practice   |  §1.10
Intake Form   |  §1.11
Billing the Client   |  §1.13
Client Confidentiality and Information Release   |  §1.14
Sample Instructions on How to Open a New Estate Planning File   |  §1.15
Thanking the Client  |  §1.16

 

Chapter 2—Retirement Benefits
Considerations—Checklist   |  §2.1
Distributions   |  §2.46
Request for Social Security Earnings Information   |  §2.59
Request for Hearing by Administrative Law Judge   |  §2.60
Request for Review of Hearing Decision/Order   |  §2.61
Appeal Under the Railroad Retirement Act or the Railroad Unemployment Insurance Act   |  §2.62

 

Chapter 3—Using Trusts for Persons Who Are Elderly or Have a Disability
Analysis of Options for Distributing Property to a Child Who Has a Disability   |  §3.37
Date of the Trust Is Important   |  §3.55

 

Chapter 9—Planning for Incapacity With Powers of Attorney
Power With Respect to Employment Benefits   |  §9.59
Power to Make Gifts   |  §9.60
Power to Provide Support to Others   |  §9.61
Custodianship and § 529 Plans   |  §9.62
Authorization Under the Health Insurance Portability and Accountability Act of 1996   |  §9.63
Authorization to Access Electronic Information   |  §9.64

Materials

Content

Chapters

1    |    Managing the Elder Law Practice
            Lois M. Zerrer

2    |    Retirement Benefits
            Simone Haberstock McCartney and James Francis McCartney
            Christine A. Alsop (Supp.)

3    |    Using Trusts for Persons Who Are Elderly or Have a Disability
            Craig C. Reaves

4    |    Income Tax Planning and Issues
            Joseph Haverstick

5    |    Medicare and Supplemental Health Insurance
            Barbara J. Gilchrist and Reginald H. Turnbull

6    |    Planning and Paying for Long-Term Care
            David S. Purcell
            Paul M. Gantner (Supp.)

7    |    MO HealthNet
            Julie A. Berkowitz

8    |    Family Rights and Responsibilities
            Bruce E. Friedman, David W. Whipple, and Barbara E. Hecht

9    |    Planning for Incapacity With Powers of Attorney
            Janet Nava Bandera

10  |    Guardianship and Conservatorship
            Martha C. Brown
            Luqman Sadiq (Supp.)

11  |    Nursing Home Residents’ Rights
            Derek H. Potts and Patricia L. Campbell

12  |    Elder Abuse and Neglect
            Karen C. Warren

13  |    Housing Alternatives
            John J. Ammann

14  |    Home and Community-Based Services
            David P. Sykora and Margaret L. Stansbury
            Ellie Hanson (Supp.)

Forms

Chapter 1—Managing the Elder Law Practice
Appointment Confirmation Letter  |  §1.7
Client’s Personal Information   |  §1.9
Information for an Estate Planning Practice   |  §1.10
Intake Form   |  §1.11
Billing the Client   |  §1.13
Client Confidentiality and Information Release   |  §1.14
Sample Instructions on How to Open a New Estate Planning File   |  §1.15
Thanking the Client  |  §1.16

Chapter 2—Retirement Benefits
Considerations—Checklist   |  §2.1
Distributions   |  §2.46
Request for Social Security Earnings Information   |  §2.59
Request for Hearing by Administrative Law Judge   |  §2.60
Request for Review of Hearing Decision/Order   |  §2.61
Appeal Under the Railroad Retirement Act or the Railroad Unemployment Insurance Act   |  §2.62

Chapter 3—Using Trusts for Persons Who Are Elderly or Have a Disability
Analysis of Options for Distributing Property to a Child Who Has a Disability   |  §3.37
Date of the Trust Is Important   |  §3.55

Chapter 9—Planning for Incapacity With Powers of Attorney
Power With Respect to Employment Benefits   |  §9.59
Power to Make Gifts   |  §9.60
Power to Provide Support to Others   |  §9.61
Custodianship and § 529 Plans   |  §9.62
Authorization Under the Health Insurance Portability and Accountability Act of 1996   |  §9.63
Authorization to Access Electronic Information   |  §9.64

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