Advising the Elderly Or Disabled Client : Legal, Health Care, Financial and Estate Planning (1999 #1)

Advising the Elderly or Disabled Client emphasizes planning strategies that will help ensure the best possible outcome for a client, at whatever stage he may enter your office with a concern. The book also presents the extra-legal aspects of planning for such clients, including current methods of treatment for various physical and mental conditions, current trends in housing and financing, nursing home practices, the needs of special groups within these populations, and potential problem areas. The chapters provide examples that highlight the issues discussed and examine potential client scenarios. Many chapters contain an array of appendices that serve as instant references to the material discussed. Text paragraphs and appendices are cross-referenced to help you access relevant information. The practice aids in the appendices include sample filled-in forms, questionnaires, checklists, sample agreements, and several forms from the Social Security Administration not found in other publications. Both summary and detailed tables of contents immediately follow the Preface, providing an overview of the broad scope of material covered. Each chapter is also preceded by a detailed synopsis. The Glossary provides an overview of the special items and issues that can be involved in representing the elderly or disabled. The tables preceding the Index allow for easy reference to all discussions of specific cases, statutes, and regulations. The tables include complete listings of all court cases, Internal Revenue Code sections, Treasury Regulations, Revenue Rulings, Code of Federal Regulations sections, U.S. Code sections, Uniform Probate Code sections, and state statutes discussed in the book. Advising the Elderly or Disabled Client will be supplemented frequently to keep you current in this rapidly evolving area of the law. Supplements to the main volume will reflect all significant changes in the law and regulations, as well as new applications of the law and emerging trends.