In our last post we provided a brief overview of Care Agreements. This week we consider a recent Louisiana court decision that illustrates a big problem that arises when relatives are paid for providing care services to a loved one and that arrangement is poorly documented. See Widley David v. State of Louisiana Dept. of […]
As individuals get older, they often need more and more help with their personal and financial needs. It becomes harder to do a whole host of things ranging from paying bills and balancing a checkbook to keeping track of medications, transportation to medical appointments, and bathing. While that help may be delivered by a home […]
This week we will look at an example of a celebrity who appears to have made a number of wise decisions in her lifetime estate planning. In contrast to the complicated, acrimonious and all too publicly scrutinized process of settling the Estate of James Brown that we looked at last week, the estate planning of […]
As a two part series, we will look at how the estate settlement process for two different celebrities can illustrate starkly contrasting results achieved from their respective estate plans. First we will look at the settlement of the Estate of James Brown, the late entertainer whose post-mortem family affairs have proven to be just as […]
Over the years, many women decided that they didn’t want children. Their decision was made not necessarily because they were selfish; many were career-oriented and received fulfillment through their work. But as these women age they wonder who will care for them, especially when they watch their friends’ children help them through illness or life […]
U.S. Trust conducts an annual survey of high net worth individuals to prepare a comprehensive report it calls the “Insights on Wealth and Worth” (“Survey”). While there are many fascinating observations and conclusions that may be drawn from the 2014 Survey, we have highlighted a few below that have a direct bearing on our practice […]
A 2014 Maine court case illustrates how some families can get into significant arguments over what seems to outside observers to be fairly insignificant things. See Estate of Greenblatt, 86 A.3d 1215 (Me. 2014). In 2008 Ada Greenblatt died childless. Her will provided for specific monetary amounts to two charities and 14 nieces and nephews, […]
The Veterans Health Administration is America’s largest integrated health care system, serving over 8.5 million veterans each year. A veteran who served in the active military and was separated from service under any condition other than dishonorable may qualify for VA health care benefits. The total number of VA treatment sites is now over 1,400 […]
A living will is a legal document where a person proactively declares their wishes pertaining to end of life care. In order to be honored by third parties, the document will need to be executed with similar formalities as a health care power of attorney, including witnesses and a notary’s acknowledgement. Essentially, most living wills […]
A recent New Jersey court of appeals case illustrates some of the pitfalls of the Medicaid rules and the problems that can result without proper planning. See S.L. v. Division of Medical Assistance and Health Services (N.J. Super. Ct., App. Div., No. A-3520-11T4, Sept. 2, 2014). In December 2009, “S.L.” was a 95 year old […]