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.
Table of Contents Includes:
 Advising the Elderly Client
Assessment of the Elder's Needs
Ethical Concerns
Tools and Techniques Of Planning For Incapacity
Revocable Living Trusts
Durable Powers of Attorney
Health Care Directives
Guardianship and Conservatorship
A Failure of Incapacity Planning: Abuse, Neglect, and Financial Exploitation of the Elderly?
Financial Planning For The Retiree
Fundamental Issues in Retirement
Managing the Retirement Portfolio
The Role of Annuities in Retirement Planning
Social Security and Other Pensions
The Home as a Retirement Resource
Management and Taxation of Qualified Retirement Plans
Income Tax Issues
Planning For Long-Term Care
Three Paths to Financing Long-Term Care: Which One to Choose?
Strategies for Self-Financing Long-Term Care
Long-Term Care Insurance Strategies
The Medicaid Program and Medicaid Planning
Supplemental Security Income
Using Trusts in Long-Term Care Planning
Veterans' Benefits
Medicare
Social Security Disability Benefits
Housing Arrangements For Long-Term Care
Aging in Place and Other Independent Living Options
Semi-Independent Living Options
Nursing Homes
Leaving A Legacy
Estate Planning: The Basics
Estate Planning in and for Special Circumstances
Index
*Important! Supplement Update Policy: Like most attorney-practitioner titles, this item may be supplemented from time to time with updates by the publisher in order to reflect any changes in the legal topic area covered. These updates are important in ensuring that your item always reflects the most up-to-date legal information. Your purchase price includes the cost of all previous updates and any updates that may be issued within 60 days of your purchase. After that period, subsequent supplements will be sent to you directly from the publisher for your review and purchase.
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