New Jersey Elder Law: A Resource and Planning Guide

Standing Order with Automatic Update Service

Have a question about discounted site licenses, billing options, Or opting out of automatic renewal/update services? Email us or call 1.877.807.8076.
As low as $231.00
In stock
SKU
JELD19
A compilation and examination of professional and non-legal resources and services available to meet the needs of elderly; covering areas like estate- planning, wills, trusts, fraud, disability, & more

New Jersey Elder Law is a compilation and examination of professional and non-legal resources and services available to meet the needs of elderly.

  • Health and Long-Term Care Planning
  • Public Benefits
  • Private resources
  • Older Persons' Legal Capacity
  • Surrogate Decision-Making
  • Conservation, Disposition and Administration of the Estate
  • Tax Consequences.
  • Professional Conduct and Ethical Issues

Callinan covers such areas as estate-planning, wills, trusts, guardianships; protection against elder abuse, neglect, and fraud; end-of-life planning; all levels of disability and medical care; retirement planning, Social Security benefits; Medicare and Medicaid coverage; Medicare planning; consumer protection, nursing homes, and in-home care; powers of attorney; physicians' or medical care directives, and declarations.
Great resource for

  • Law Firms
  • Libraries
  • Social Service Agencies
  • Private Care Facilities
  • Mental Health Professionals
  • Accounting Firms

NEW!

  • Expanded Coverage:
  • Arranging for the Examination of the Alleged Incapacitated Person
  • Rights of an Incapacitated Person
Additional Information
SKU JELD19
Division Name New Jersey Law Journal
Volumes 0
Product Types Books
Brand New Jersey Law Journal
Publication Date October 28, 2018
Jurisdiction New Jersey
ISBN 978-1-62881-525-2
Page Count 866
Edition 2019
Write Your Own Review
You're reviewing:New Jersey Elder Law: A Resource and Planning Guide
John Callinan
John Callinan is a Certified Elder Law Attorney, certified by the National Elder Law Foundation as accredited by the American Bar Association.  He is the Chairperson of the New Jersey State Bar Association, Elder and Disability Law Section and is a recipient of the New Jersey State Bar Association, Elder and Disability Law Section's, Distinguished Service Award. 

He has been made a member of the Council of Advanced Practitioners (CAP) of the National Academy of Elder Law Attorneys (NAELA) and is also a member of the Litigation Committee of the National Academy of Elder Law Attorneys, the committee responsible for deciding whether or not NAELA will participate in particular litigation throughout the United States.

John was graduated from Rutgers University in 1990 with a B.A. in psychology. In 1993, John was graduated from Rutgers School of Law-Camden from which he received his Juris Doctor with Honors. He is admitted to practice law in New Jersey and Pennsylvania. He is also admitted to practice before the New Jersey federal district courts and the United States Court of Appeal for the Third Circuit.
John clerked for the Honorable Patricia Del Bueno Cleary, J.S.C. He has concentrated his practice in elder law since 2000.

Chapter 1: The General Durable Power of Attorney
1-1 THE GENERAL DURABLE POWER OF ATTORNEY
1-1:1 The Revised Durable Power of Attorney Act
1-1:2 The Banking Power of Attorney Act
1-2 THE PRINCIPAL
1-3 THE ATTORNEY-IN-FACT OR AGENT
1-3:1 Sole Agent
1-3:2 Successor Agents
1-3:3 Multiple Agents
1-3:4 Qualified Bank as Agent
1-3:5 Qualities of the Good Agent
1-3:6 Death of the Agent
1-3:7 Disability of the Agent
1-3:8 Failure of Agent to Serve
1-4 WHO SHOULD HAVE A POWER OF ATTORNEY?
1-5 MENTAL CAPACITY TO EXECUTE A POWER OF ATTORNEY
1-6 WHAT IF THERE IS NO POWER OF ATTORNEY?
1-6:1 Effectiveness of Guardianship versus Power of Attorney
1-6:2 The Poor Man’s Power of Attorney
1-7 EFFECTIVE DATE OF POWER OF ATTORNEY
1-7:1 Springing Power of Attorney
1-7:2 When Is the Principal Disabled?
1-7:3 Immediately Effective
1-8 RELIANCE ON THE POWER OF ATTORNEY
1-8:1 Photocopies versus Original
1-9 DULY SIGNED
1-10 DELEGATION OF POWERS BY THE AGENT
1-11 FOR HOW LONG IS A POWER OF ATTORNEY EFFECTIVE?
1-11:1 Durable
1-12 GENERAL POWER OF ATTORNEY
1-12:1 The Power to Gift
1-12:2 Bank Accounts
1-12:3 Retirement Accounts
1-13 LIMITED POWER OF ATTORNEY
1-14 COMPENSATION OF THE AGENT
1-14:1 Rate of Compensation
1-14:2 Court-Ordered Compensation
1-15 THE AGENT AND THE GUARDIAN
1-16 THE DUTY TO ACCOUNT
1-17 DEATH OF PRINCIPAL
1-18 REVOCATION OF POWER OF ATTORNEY
1-18:1 Notice of Revocation
1-18:2 Revocation Upon Death of Principal

Chapter 2: The Advance Health Care Directive
2-1 THE ADVANCE HEALTH CARE DIRECTIVE
2-1:1 The Living Will
2-1:2 The Health Care Power of Attorney
2-2 THE DECLARANT
2-3 THE REPRESENTATIVE
2-3:1 Who May Serve as Representative?
2-3:2 Sole Representative vs. Co-Representatives
2-3:3 Successor Representatives
2-3:4 Failure of Representative To Serve
2-4 WHEN IS AN ADVANCE HEALTH CARE ­DIRECTIVE EFFECTIVE?
2-4:1 Inability To Make Decisions
2-4:2 Transmission to the Health Care Provider
2-4:3 Statutory Conditions When Life-Sustaining Treatment Can Be Withheld or Withdrawn
2-4:4 The Living Will and Emergency Care
2-5 EXECUTION OF THE LIVING WILL
2-6 WHAT ARE “HEALTH CARE DECISIONS”?
2-6:1 Fluids and Nutrition
2-6:2 Do Not Resuscitate Orders
2-7 RELIGIOUS CONSIDERATIONS
2-8 WHO DECIDES: DOCUMENT FINAL OR REPRESENTATIVE’S WORD
2-9 HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT
2-10 CONSULTATION WITH OTHERS
2-11 FOR HOW LONG IS A LIVING WILL ­EFFECTIVE
2-12 ADVANCE HEALTH CARE DIRECTIVE FROM ANOTHER STATE OR COUNTRY
2-13 HONORING THE LIVING WILL
2-13:1 What if a Doctor or Hospital Refuses to Honor the Living Will?
2-13:2 Resort to Courts
2-14 ORGAN DONATION
2-15 REVOCATION OF THE LIVING WILL
2-16 PHYSICIAN ORDERS FOR LIFE-SUSTAINING TREATMENT ACT

Chapter 3: The Last Will and Testament
3-1 WHAT IS A WILL?
3-2 TESTATOR/TESTATRIX
3-3 REQUIREMENTS OF A WILL
3-4 TYPES OF WILLS
3-4:1 Self-Proving Will
3-4:2 Holographic Will
3-4:3 Writing Intended to Be a Will
3-5 WHO MAY WITNESS A WILL?
3-6 COMPETENCY TO MAKE A WILL
3-6:1 Testamentary Mental Capacity
3-7 UNDUE INFLUENCE
3-8 PERSONAL PROPERTY MEMORANDUM
3-9 WHAT PROPERTY DOES A WILL ­CONTROL?
3-9:1 Non-Probate Property
3-9:2 Probate Property
3-10 TYPES OF DEVISES
3-10:1 Specific Devise
3-10:2 General Devise
3-10:3 Residuary Devise
3-10:4 Abatement of Devises
3-11 WAIVING THE PROBATE BOND
3-12 TESTAMENTARY TRUSTS
3-12:1 Trust for Minor
3-12:2 Special Needs Trust
3-12:3 Credit Shelter Trust
3-12:4 Spendthrift Trust
3-13 FIDUCIARIES
3-13:1 Naming an Executor
3-13:2 Naming a Trustee
3-13:3 Naming a Guardian
3-13:4 Separation of Powers
3-14 TAX ALLOCATION CLAUSES
3-14:1 Proportionate Allocation
3-14:2 Residuary Allocation
3-15 CREDITORS
3-15:1 Limitation of Creditors
3-15:2 Insolvency
3-16 RELEASE AND REFUNDING BOND
3-17 CONSTRUING THE WILL
3-18 AGREEMENT AMONG BENEFICIARIES
3-19 THE ORIGINAL WILL
3-19:1 Admitting a Copy of a Will to Probate
3-19:2 Storing the Will
3-20 INTESTATE SUCCESSION

Chapter 4: The Revocable Living Trust
4-1 WHAT IS A TRUST?
4-1:1 Grantor/Settlor
4-1:2 Trustee
4-1:3 Beneficiary
4-2 CHARACTERISTICS OF TRUSTS
4-2:1 Revocable
4-2:2 Irrevocable
4-2:3 Grantor Trust
4-2:4 Non-Grantor Trust
4-2:5 Living Trust
4-2:6 Testamentary Trust
4-3 PROPER EXECUTION OF A TRUST
4-4 WHO MAY SERVE AS A WITNESS?
4-5 TITLING PROPERTY TO TRUST
4-6 BENEFITS OF A LIVING TRUST: REAL AND PERCEIVED
4-6:1 Tax Planning with a Living Trust
4-6:2 Privacy Concerns
4-6:3 Avoiding Probate
4-7 DISADVANTAGES OF A LIVING TRUST
4-7:1 Client Confusion
4-7:2 Re-Titling Assets
4-7:3 Level of Mental Capacity and Challenges to the Trust
4-7:4 Complexity of a Trust
4-7:5 Cost

Chapter 5: Guardianship
5-1 WHAT IS A GUARDIANSHIP?
5-2 DEFINING AN INCAPACITATED ­INDIVIDUAL
5-3 THE WARD
5-4 THE GUARDIAN
5-4:1 Standing
5-4:2 Office of the Public Guardian
5-5 WHO SERVES AS GUARDIAN
5-5:1 Family Members
5-5:2 Office of the Public Guardian for Elderly Adults
5-5:3 Professional Guardians
5-5:4 Guardianship Monitoring Program
5-6 THE COMPLAINT
5-6:1 Description of the Interested Parties
5-6:2 Affidavit of Estate
5-6:3 Physician Certifications
5-7 JURISDICTION AND VENUE
5-7:1 Jurisdiction
5-7:2 The Adult Guardianship and Protective Proceeding Jurisdiction Act
5-7:3 Venue
5-8 COUNSEL FOR PETITIONER
5-9 COURT-APPOINTED COUNSEL
5-9:1 Court-Appointed Counsel’s Duties
5-9:2 Arranging for the Examination of the Alleged Incapacitated Person
5-10 THE GUARDIAN AD LITEM
5-10:1 Definition
5-10:2 Role of the Guardian ad Litem
5-11 SERVICE OF THE PLEADINGS
5-12 THE RETURN DATE
5-13 CONTESTED VERSUS UNCONTESTED HEARINGS
5-13:1 Contesting Incapacity
5-13:2 Contesting Who Should Be the Guardian
5-13:3 Conservatorship
5-14 DISCOVERY
5-15 THE HEARING
5-16 APPOINTMENT OF GUARDIAN
5-16:1 Guardian of the Person
5-16:2 Guardian of the Estate
5-16:3 Sole Guardian
5-16:4 Co-Guardians
5-16:5 General Guardian
5-16:6 Limited Guardian
5-16:7 Pendente Lite Guardian
5-16:8 Rights of an Incapacitated Person
5-17 PAYMENT OF COUNSEL FEES
5-18 GUARDIAN BOND
5-18:1 How a Guardian Bond Works
5-18:2 Requests To Increase or To Decrease the Value of a Bond
5-19 LIABILITY OF GUARDIAN FOR DEBTS OF THE WARD
5-20 INVENTORY
5-21 ACCOUNTING
5-21:1 Format of an Accounting
5-21:2 Formal Accounting
5-21:3 Informal Accounting
5-22 GUARDIAN COMMISSION
5-22:1 Corpus Commission
5-22:2 Valuing the Estate
5-22:3 Income Commission
5-22:4 Termination/Distribution Commission
5-23 COMMON POST-JUDGMENT ACTIONS
5-23:1 Action for Sale of Real Estate
5-23:2 Action for Gifting by the Guardian of Ward’s Assets
5-23:3 Action to Reduce Bond
5-24 DELEGATION OF THE GUARDIAN’S POWERS
5-25 REMOVAL OF GUARDIAN FOR CAUSE
5-26 DEATH OF GUARDIAN
5-26:1 Designation of Standby Guardian
5-26:2 Nomination of Substitute Guardian in Will
5-27 DEATH OF WARD
5-27:1 Power of Guardian After Death
5-27:2 Arranging the Funeral
5-27:3 Guardian’s Duty with Respect to Ward’s Will
5-27:4 Guardian’s Power To Act as Personal Representative
5-28 RETURN TO CAPACITY
5-29 SPECIAL MEDICAL GUARDIANSHIP

Chapter 6: What Is Long Term Care?
6-1 TYPES OF LONG TERM CARE
6-1:1 Home Health Aides
6-1:2 Adult Day Care
6-1:3 Residential Health Care Facilities
6-1:4 Assisted Living Residences
6-1:5 Nursing Facilities
6-1:6 Continuing Care Retirement Communities
6-2 THE ACTIVITIES OF DAILY LIVING
6-2:1 Clothing
6-2:2 Bathing
6-2:3 Toileting
6-2:4 Transferring
6-2:5 Mobility
6-2:6 Eating
6-3 INSTRUMENTAL ACTIVITIES OF DAILY LIVING
6-4 ADMISSION AGREEMENT
6-4:1 Failure to Sign Admissions Agreement
6-4:2 Liability of Elderly Individual Under Admission Agreement
6-4:3 Liability of Responsible Party Under Admission Agreement
6-4:4 Liability of Power of Attorney Agent Under Admission Agreement
6-4:5 Continuing Care Retirement Community Admission Agreement
6-5 ABILITY OF NURSING FACILITY TO DISCHARGE RESIDENT
6-5:1 Federal Rules on Discharge
6-5:2 State Rules on Discharge
6-5:3 Discharge Plan
6-6 DISCHARGE FROM ASSISTED LIVING RESIDENCES
6-7 TAX DEDUCTIBILITY OF LONG TERM CARE
6-7:1 Certification of Chronic Illness

Chapter 7: Paying for Long Term Care
7-1 PRIVATE PAYMENT
7-1:1 Home Health Aide
7-1:2 Adult Day Care
7-1:3 Residential Health Care Facilities
7-1:4 Assisted Living Residence
7-1:5 Nursing Facility
7-1:6 Continuing Care Retirement Community
7-2 LONG TERM CARE INSURANCE
7-2:1 Elimination Period
7-2:2 Daily Benefit Amount
7-2:3 Duration of Coverage
7-2:4 Inflation Rider
7-2:5 Partnership Program
7-3 VETERANS BENEFITS
7-3:1 Aid and Attendance
7-3:2 New Jersey Veterans Homes
7-4 MEDICARE
7-4:1 Part A
7-4:2 Part B
7-4:3 Part C
7-4:4 Part D
7-5 MEDIGAP INSURANCE
7-6 MEDICAID
7-7 ACHIEVING A BETTER LIFE EXPERIENCE ACT

Chapter 8: The Medicaid Program
8-1 THE MEDICAID PROGRAM
8-2 COMMUNITY MEDICAID
8-3 INSTITUTIONAL LEVEL MEDICAID
8-3:1 Medicaid Only Medicaid
8-3:2 Medically Needy Medicaid
8-4 FEDERAL RULES
8-5 STATE RULES
8-6 DEFINED: ASSET
8-6:1 Resources
8-6:2 Income
8-7 NEEDY INDIVIDUAL
8-7:1 Financial Eligibility
8-7:2 The Pre-Admission Screen (PAS)
8-8 INSTITUTIONALIZED INDIVIDUAL
8-9 INSTITUTIONALIZED SPOUSE
8-10 COMMUNITY SPOUSE
8-10:1 Who is a Spouse
8-10:2 Elective Share of Surviving Spouse or Domestic Partner
8-11 COMMUNITY SPOUSE RESOURCE ­ALLOWANCE
8-11:1 Snapshot Date
8-11:2 Minimum CSRA
8-11:3 Maximum CSRA
8-11:4 CSRA Calculation Examples
8-12 MINIMUM MONTHLY MAINTENANCE NEEDS ALLOWANCE
8-12:1 Basic Allowance
8-12:2 Excess Shelter Allowance
8-12:3 Maximum MMMNA
8-12:4 Calculating the MMMNA
8-12:5 Increasing the MMMNA
8-13 TRANSFER OF ASSETS RULES
8-13:1 Penalty Period
8-13:2 Uncompensated Transfer
8-13:3 Lookback Period
8-13:4 Aggregating Transfers
8-13:5 The Divisor Figure
8-13:6 Transferring Income
8-13:7 Transferring Resources
8-13:8 Otherwise Be Receiving
8-13:9 Calculating a Penalty Period
8-13:10 Transfer Exclusively for Reasons Other Than to Qualify for Medicaid
8-13:11 Eliminating a Penalty Period
8-14 EXCEPTIONS TO THE TRANSFER OF ASSET RULES
8-14:1 The Home
8-14:2 Exemptions to the Transfer of Asset Penalty Provision
8-14:3 Special Needs Trusts
8-15 GLOBAL OPTIONS
8-15:1 New Jersey Comprehensive Waiver
8-16 NURSING FACILITY SERVICES
8-17 ESTATE RECOVERY
8-17:1 Incorrectly Paid Benefits
8-17:2 Correctly Paid Benefits
8-17:3 Challenges to Estate Recovery
8-18 FAIR HEARING PROCESS
8-19 FEDERAL COURT

Chapter 9: Medicaid Planning
9-1 PLANNING AHEAD
9-2 THE LOOKBACK PERIOD
9-3 THE FIVE-YEAR PLAN
9-3:1 Client Pays for Care During Five-Year Period
9-3:2 Children Pay for Care During Five-Year Period
9-4 OUTRIGHT TRANSFERS
9-4:1 Advantages
9-4:2 Disadvantages
9-4:3 Gift Tax on Transfers
9-4:4 New Jersey Inheritance Tax on Transfers
9-5 TRANSFERS TO TRUST
9-5:1 Features of a Medicaid Planning Trust
9-5:2 Advantages
9-5:3 Disadvantages
9-6 TRANSFER OF THE HOME
9-6:1 Life Estate
9-6:2 Life Tenancy
9-6:3 Tax Basis in Home
9-6:4 Step-Up in Basis
9-6:5 Section 121 Exclusion
9-6:6 Exclusions to the Transfer of Asset Rules
9-7 PLANNING WITH WILLS
9-8 EMERGENCY PLANNING
9-9 INCREASING THE COMMUNITY SPOUSE RESOURCE ALLOWANCE (CSRA)
9-10 INCREASING THE MINIMUM MONTHLY MAINTENANCE NEEDS ALLOWANCE (MMMA)
9-11 THE SPEND DOWN
9-11:1 Irrevocable Funeral
9-11:2 Home Improvements
9-11:3 Purchase of Car
9-11:4 Purchase of Household Goods and Personal Effects
9-12 PURCHASE OF AN ANNUITY
9-12:1 Annuities and the Asset Transfer Rules
9-12:2 Annuity as Resource or Income
9-13 COMMUNITY SPOUSE ANNUITY
9-14 ANNUITY GIFT PLANNING
9-15 PROMISSORY NOTE GIFT PLANNING
9-16 CAREGIVER AGREEMENTS
9-17 COMPENSATION OF POWER OF ATTORNEY AGENT
9-18 PLANNING FOR ELIGIBILITY AT HOME
9-18:1 Calculating the Cost of Care
9-18:2 Calculating the Penalty Period
9-19 WILL OF COMMUNITY SPOUSE

Chapter 10: Estate Administration
10-1 THE COUNTY SURROGATE
10-2 WHAT IS PROBATE
10-2:1 The Original Will
10-2:2 The Original Death Certificate
10-2:3 The Estate Information Sheet
10-2:4 Timeframe to Submit a Will to Probate
10-3 WHAT IF THERE IS NO WILL
10-3:1 Who Can Be Administrator
10-3:2 The Estate Information Sheet
10-3:3 The Original Death Certificate
10-3:4 Timeframe to Appoint an Administrator
10-4 NOTICE OF PROBATE
10-5 MARSHALLING THE ASSETS
10-6 OBTAINING AN EIN
10-7 OPENING AN ESTATE ACCOUNT
10-8 PROVIDING AN INVENTORY OF ASSETS
10-9 NOTICE TO CREDITORS
10-10 PAYING THE DEBTS OF THE ESTATE
10-10:1 Funeral Expenses
10-10:2 Administration Expenses
10-10:3 Office of the Public Guardian
10-10:4 Debts with Preference Under Federal and State Law; Medicaid Lien
10-10:5 Debts Associated with the Last Illness
10-10:6 Judgments
10-10:7 All Other Debts
10-10:8 Action to Declare the Estate Insolvent
10-11 FEDERAL ESTATE TAX
10-11:1 What Is Included in the Gross Estate
10-11:2 Deductions
10-11:3 Rate of Tax
10-11:4 When to Pay and File a Federal Estate Tax Return
10-12 NEW JERSEY ESTATE TAX
10-13 NEW JERSEY INHERITANCE TAX RETURN
10-13:1 Beneficiary Classes
10-13:2 When to File an Inheritance Tax Return
10-13:3 What Is Included in the Estate?
10-13:4 Tax as a Lien
10-14 PERSONAL INCOME TAX RETURN OF DECEDENT
10-15 ESTATE INCOME TAX RETURN
10-16 ACCOUNTING TO BENEFICIARIES
10-16:1 Formal Accounting
10-16:2 Informal Accounting
10-16:3 Exceptions
10-16:4 Surrogate Audit and Audit Fees
10-16:5 Waiving the Accounting
10-17 DISTRIBUTIONS TO BENEFICIARIES
10-18 RELEASE AND REFUNDING BOND
10-18:1 Filing Release and Refunding Bonds with Surrogate
10-18:2 Holding an Escrow Amount
10-19 ADVICE AND DIRECTION
10-20 CLOSING OUT THE EIN

Chapter 11: Avoiding Estate Litigation
11-1 WHO IS THE CLIENT?
11-2 MENTAL CAPACITY
11-2:1 Testamentary Capacity
11-2:2 Contractual Capacity
11-2:3 Donative Capacity
11-3 PHYSICIAN CERTIFICATION OF CAPACITY
11-3:1 Treating Physician
11-3:2 Examining Physician
11-4 UNDUE INFLUENCE
11-5 MEETING WITH THE CLIENT
11-6 RECEIVING PAYMENT FROM THE CLIENT
11-7 STORING THE WILL
11-7:1 Safe Deposit Box
11-7:2 Receipt for Will
11-8 PRIOR REPRESENTATIONS
11-9 THE QUESTIONNAIRE
11-10 NOTES FROM THE CLIENT
11-11 COPIES OF PRIOR ESTATE PLANNING DOCUMENTS
11-12 WITNESSES TO THE WILL

Appendix-A Forms and Sample Questionnaires
1-001 GENERAL DURABLE POWER OF ATTORNEY
2-001 LIVING WILL AND HEALTH CARE PROXY
2-002 LIVING WILL AND HEALTH CARE PROXY TREAT AGGRESSIVELY
3-001 WILL WITH CREDIT SHELTER TRUST
3-002 WILL WITH DISCLAIMER TRUST
3-003 WILL WITH NO I.D. SECTION
3-004 WILL WITH ELECTIVE SHARE
3-005 WILL OUTRIGHT TO ADULT CHILDREN NO TAX
3-006 WILL TO SPOUSE THEN ADULT CHILD NO TAX
3-007 WILL TO SPOUSE THEN ADULT CHILDREN WITH AGE TRUST NO TAX
3-008 WILL TO SPOUSE THEN MINOR CHILD NO TAX
3-009 WILL WITH AGE TRUST NO SPOUSE NO TAX
3-010 WILL WITH DISCLAIMER TRUST
3-011 WILL WITH SPECIAL NEEDS TRUST MARRIED CLIENT
3-012 WILL WITH SPECIAL NEEDS TRUST SINGLE CLIENT
3-013 WILL WITH CREDIT SHELTER TRUST
3-014 ELECTIVE SHARE WILL
4-001 LIVING TRUST
4-002 LIVING TRUST WITH CREDIT SHELTER TRUST
4-003 POUR OVER WILL
5-001 JUDGMENT
5-002 AFFIDAVIT OF PERSONAL SERVICE
5-003 AFFIDAVIT OF ESTATE
5-004 NOTICE OF HEARING
5-005 ORDER TO SHOW CAUSE
5-006 PROOF OF MAILING
5-007 VERIFIED COMPLAINT
8-001 SPECIAL NEEDS TRUST
9-001 APPOINTMENT OF AGENT
9-002 ASSET PROTECTION PLAN
9-003 COURSE OF ACTION LETTER
9-004 WHAT I NEED TO APPLY FOR MEDICAID
9-005 HEALTH NEEDS
9-006 MILLER TRUST FREQUENTLY ASKED QUESTIONS
9-007 MILLER TRUST LETTER
9-008 MILLER TRUST
9-009 MILLER TRUST MEMO TO BANKS
9-010 HOUSE TRUST
9-011 USE AND OCCUPANCY DEED
9-012 INCOME ONLY TRUST
12-001 ESTATE ADMINISTRATION DOCUMENTATION CHECKLIST
12-002 ESTATE PLANNING-SINGLE
12-003 ESTATE PLANNING-COUPLE
12-004 MEDICAID PLANNING-SINGLE
12-005 MEDICAID PLANNING-COUPLE
12-006 GUARDIANSHIP QUESTIONNAIRE
12-007 GRANTOR TRUST TWO TRUSTEES
12-008 LIVING TRUST WITHOUT TAX PLANNING
12-009 SELF-SETTLED SPECIAL NEEDS TRUST COMPETENT
12-010 SELF-SETTLED SPECIAL NEEDS TRUST INCOMPETENT
12-011 CERTIFICATION OF PERSONAL SERVICE
12-012 WILL WITH BLOODLINE TRUST MARRIED
12-013 WILL WITH BLOODLINE TRUST SINGLE
12-014 LETTER TO PHYSICIAN PA4 CERTIFICATION
12-015 ASSET PROTECTION PLAN SINGLE

Table of Cases
Index

Satisfaction Guarantee: You will always have a full 30 days from receipt in which to review any book. If you don’t want the book, simply return it in resalable condition within 30 days of receipt and write “cancel” on the invoice. If you paid by credit or debit card you will receive a full refund of the purchase price (excluding return shipping & handling). eBook returns are only available if the eBook has not yet been downloaded and updates made available during any subscription term are not refundable.
For more information about online access and our downloadable EPUB format see our FAQ.

Copyright © 2019 ALM Media, LLC. All Rights Reserved.