Elder Law Forms Manual: Essential Documents for Representing the Older ClientWolters Kluwer, 21. 7. 1999 - Počet stran: 3526 Renowned expert Harry Margolis shares his insight and experience in the ElderLaw Forms Manual, to help you better represent your elderly client. This two volume looseleaf manual contains more than 100 key forms and documents to help you: Organize a high-volume elder law practice Market your services to your clients Customize estate and Medicaid plans Provide the personalized service your clients deserve. These practice-tested forms are designed specifically for handling the special problems that arise in the representation of older clients. Each form is accompanied by practical, insightful commentary from Harry Margolis, telling you when and how each should be used. Many documents include a range of alternative clauses for common and not-so-common situations. The 20 chapters are organized into five parts: Managing the Elder Law Practice Estate and Long-Term Care Planning Powers of Attorney, Medical Directives and Wills Trusts Miscellaneous. ElderLaw Forms Manual saves hours of research and drafting time, simplifies information gathering, and gives you a competitive edge in this growing practice area. All the forms are included on an accompanying CD-ROM. ElderLaw Forms Manual is featured in Elder Law Library on IntelliConnect and coming soon to Cheetah.
|
Obsah
Powers of Attorney Medical Directives and Wills | 8-1 |
Irrevocable Trusts 121 | 8-12 |
Wife as Grantor 1721 | 8-17 |
Health Care Powers of Attorney Proxies and Living Wills | 9-1 |
Wills | 10-1 |
Trusts | 11-1 |
Irrevocable Trusts | 12-1 |
The Supplemental Needs Trust | 13-1 |
The Medicaid Application | 15-1 |
Real Estate | 16-1 |
Retirement Benefits | 17-1 |
Social Security | 18-1 |
Statement 188 | 18-10 |
Supplemental Security Income | 19-1 |
Retirement Benefits 171 | 19-17 |
Miscellaneous | 20-1 |
Další vydání - Zobrazit všechny
ElderLaw Forms Manual: Essential Documents for Representing the Older Client Harry S. Margolis Náhled není k dispozici. - 2012 |
Elder Law Forms Manual: Essential Documents for Representing the Older Client Margolis Náhled není k dispozici. - 1999 |
Běžně se vyskytující výrazy a sousloví
additional trustees administration Agent allocated attorney-in-fact behalf benefit child child's issue child's share clause client conservatorship counsel and advisors death determine disabled disclaim discretion distribution Durable Power environmental executed executor exercise expenses Family Trust federal estate tax fiduciary gift grantor guardian or conservator health care proxy husband incapacity income and principal income or principal independent trustee instrument Internal Revenue Code investment counsel issue then living legally competent issue liability living per stirpes marital deduction Marital Trust Medicaid Notary Public otherwise pay the remaining payment power of appointment power of attorney primary beneficiary provided in paragraph real property receive remaining trustee Revocable Trust Rule against perpetuities separate trust successor or additional successor trustee Supplemental Needs Trust termination transfer Trust Account trust funds trust property trustee believes trustee deems trustee may pay trustee or trustees trustee shall pay trustee's unable to manage undistributed income wife