News & Analysis as of

Elder Issues Power of Attorney

Chambliss, Bahner & Stophel, P.C.

[Webinar] Estate Planning Doesn't Have to be Scary - October 26th, 12:00 pm - 1:00 pm EDT

Planning ahead for the unknown can be frightening and intimidating. However, our team is here to expel the spine-chilling misconceptions of advance directives, estate planning, and estate administration. Sally Brewer,...more

Hendershot Cowart P.C.

Worried About Elderly Financial Abuse by Family Members? Here’s What to Do

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As the elderly population increases, it is becoming more common for adult children to step in to help with financial decisions. The children may find themselves being in charge of a parent’s finances if they have a cognitive...more

Adler Pollock & Sheehan P.C.

Create an Eldercare Plan for an Elderly Loved One

No one would expect you to operate a business without developing a business plan. Typically, you would review the plan annually and modify it to accommodate your needs. Yet many people don’t follow similar practices for...more

Downey Brand LLP

California Court Gives RCFEs More To Keep Them Up At Night

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Recent decisions by the California Court of Appeal have heaped stress on the owners/operators of residential care facilities for the elderly (“RCFEs”). RCFEs, like other businesses, would prefer to avoid the court system...more

Ruder Ware

4 Reasons You Need a Custom Financial Power of Attorney for Medicaid Planning

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We all want to save time and money when possible. So, when I am asked if the standard Wisconsin power of attorney for finances is sufficient, I understand the motivation to put a crucial document in place quickly and...more

Shumaker, Loop & Kendrick, LLP

Client Alert: S.C. Supreme Court finds Arbitration Agreement Executed by POA Unenforceable

Last week the South Carolina Supreme Court emphasized the importance of the plain language of powers of attorney when determining the authority they grant. See Arrendondo v. SNH SE Ashley River Tenant, LLC, Op. No. 28011...more

Ward and Smith, P.A.

Unpacking Your Estate Plan When Moving to North Carolina

Ward and Smith, P.A. on

If you have recently moved to North Carolina, you are not alone. According to the U.S. Census Bureau, more than 300,000 people who called North Carolina home in 2018 lived in another state the previous year. Whether your...more

Ruder Ware

You Have Been Named as an Agent Under a Wisconsin Power of Attorney: Now What?

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Maybe you were informed ahead of time or maybe you found out when you were first called upon to act. In any event, someone (a parent, a sibling, a friend, a neighbor) named you as their agent or attorney-in-fact under a...more

Ruder Ware

Isn’t an Online Financial Power of Attorney Form Good Enough?

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When people ask me what they can do to make things easier for their loved ones if something happens to them, the first question I ask is if they have power of attorney documents in place. A good financial power of attorney...more

Chambliss, Bahner & Stophel, P.C.

Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important

As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help...more

Bricker Graydon LLP

Best practices for resolving patient incapacity issues

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With an aging population that continues to mature, many hospitals are struggling to address a growing problem: how to timely treat and discharge patients who lack mental capacity to provide informed consent to medical care....more

Chambliss, Bahner & Stophel, P.C.

Do You Have the Right Fiduciary?

A fiduciary is a fancy legal term for the person who will take care of your property for you if you are unable to do it yourself, such as the executor of an estate, the trustee of a trust, or an attorney-in-fact under a power...more

Cranfill Sumner LLP

Durable Power of Attorney: Is yours "Hot" Enough?

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Many states, including North Carolina, allow people to execute certain legal documents called Powers Attorney. In a Power of Attorney, a person, called the Principal, can appoint other trusted individuals, called Agents, to...more

Cranfill Sumner LLP

Senior Planning Checklist

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When preparing for the future, seniors and their families can follow this check-list to ensure their needs have been addressed....more

Chambliss, Bahner & Stophel, P.C.

Drafting a Power of Attorney that Lessens the Chances of Abuse

A power of attorney is one of the most important estate planning documents you can create, but it is also one that can be misused. While it isn't possible to entirely prevent the possibility of abuse, there are steps you can...more

Lowndes

Mental Capacity: An Easy Challenge Or A Tough Road?

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As the population in Florida continues to age, litigation stemming from allegations related to lack of capacity is on the rise. Family members or other beneficiaries looking to challenge legal documents often gravitate...more

Lowndes

Choosing Guardianship for Seniors – Five Factors for Consideration

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A guardianship is a wonderful vehicle to assist seniors and their families in certain difficult situations. Filing a petition for appointment of a guardian over a loved one is a difficult decision that involves discernment...more

Chambliss, Bahner & Stophel, P.C.

Mom Always Knew Best

"Amy, I really need to talk to you about something important." My mom said this to me weeks after we found out that her cancer, which she battled for over five years, had returned. My mom and I were very close and talked...more

Chambliss, Bahner & Stophel, P.C.

Dispute Between Brothers Demonstrates Need to Plan for Long-Term Care

A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes. The case involves two brothers who got into a fight over whether to place...more

K&L Gates LLP

2016 Changes to the Pennsylvania Power-of-Attorney Law

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On October 4, 2016, Governor Tom Wolf signed into law technical corrections to the Pennsylvania power-of-attorney law designed to address deficiencies in the law included in amendments previously enacted in 2014. In addition,...more

Chambliss, Bahner & Stophel, P.C.

Revoking a Power of Attorney

If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to...more

Lowndes

MURDER! (and the potential unenforceability of arbitration clauses)

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The AARP Bulletin recently ran an interesting article regarding a 100-year senior living facility resident who was strangled to death by her 97-year old roommate. Beyond the macabre and tragic situation itself, the murder...more

Stinson LLP

Detecting and Defending Financial Elder Abuse

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It is estimated that six million seniors are subject to financial elder abuse each year. Financial elder abuse can take many forms: deceptive advertising for products with hidden charges or that simply do not work as...more

Ballard Spahr LLP

CFPB issues state-specific guides for financial caregivers

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In October 2013, the CFPB released four “Managing Someone Else’s Money” guides for financial caregivers, particularly those who handle the finances of older Americans. The booklets were designed for four different categories...more

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