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Estate Planning › Caregivers

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Chambliss, Bahner & Stophel, P.C.

6 Ways the Sandwich Generation Can Plan for The Future

Chambliss, Bahner & Stophel, P.C. on

Anyone experiencing the struggle of simultaneously caring for children and aging parents is part of the sandwich generation. Although “generation” is part of the phrase, it doesn’t refer to people born at a specific time....more

Foster Swift Collins & Smith

Resources for Seniors and Caregivers

Foster Swift Collins & Smith on

There are different types of care services available for elders and their caregivers, both in-person and online. Below, we will explore educational, financial, recreational, and supportive service options that can help...more

Warner Norcross + Judd

Undue Influence Claims: Does Assisting an Elderly Person with Their Finances Create a Confidential/Fiduciary Relationship?

Warner Norcross + Judd on

In Horton, the Michigan Court of Appeals explores the nuisances of an undue influence claim and when the presumption of undue influence can be triggered. Undue influence is a claim that can void a legal transaction if it is...more

Downey Brand LLP

Alzheimer’s Association Offers Helpful Roadmap on Dementia

Downey Brand LLP on

Dementia casts a long shadow in California trust and estate litigation. Contestants claim that an elder with dementia lacked sufficient mental capacity to make an estate planning change, or that dementia left the elder highly...more

Chambliss, Bahner & Stophel, P.C.

[Event] 2022 Embrace Aging Forum - June 28th, Chattanooga, TN

Chambliss, Bahner & Stophel, P.C. on

Boomers Are Shaking up the World of Senior Living - Connect with community resources and forward-thinking perspectives in all areas of life including housing and care, relationships, health and wellness, finances, and...more

Chambliss, Bahner & Stophel, P.C.

[Webinar] Estate Planning Hot Topics: Self-Care for Caregivers, and Financial Planning for Aging Parents and Their Adult Children...

Chambliss, Bahner & Stophel, P.C. on

Dana Perry and Greg Willett of Chambliss will host two special guest panelists — Zach Hurst with The Trust Company and Tracy Wood with Alleo Health. We will cover topics such as self-care for caregivers, why it is important...more

Downey Brand LLP

New California Statutes Change Spousal Undue Influence Presumptions

Downey Brand LLP on

California trust and estate disputes often involve allegations that a surviving spouse took advantage of a deceased spouse so as to get more of the latter’s assets. Often the “spousal financial abuse” charges are leveled by...more

Chambliss, Bahner & Stophel, P.C.

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

Chambliss, Bahner & Stophel, P.C. on

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

Holland & Knight LLP

New California Legislation for Trust and Estate Attorneys to Watch in 2020

Holland & Knight LLP on

California Gov. Gavin Newsom recently signed into law a number of bills that will affect Trust and Estate attorneys, and which are effective as of Jan. 1, 2020. In addition, three new laws make changes to civil discovery...more

Downey Brand LLP

California Legislature Cracks Down on Caregivers Who Marry Dependent Adults

Downey Brand LLP on

Many California financial elder abuse cases we see involve caregivers. While the vast majority are honest, a caregiver who spends many hours alone with a vulnerable client has a unique opportunity to exploit the situation. A...more

Chambliss, Bahner & Stophel, P.C.

How Parents Can Provide for a Caregiver Child

Chambliss, Bahner & Stophel, P.C. on

Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to provide care to aging parents. Unfortunately, caregiving is usually unpaid work. Parents who want to compensate a child who...more

Chambliss, Bahner & Stophel, P.C.

Guns and Dementia: Dealing With A Loved One's Firearms

Chambliss, Bahner & Stophel, P.C. on

Having a loved one with dementia can be scary, but if you add in a firearm, it can also get dangerous. To prevent harm to both the individual with dementia and others, it is important to plan ahead for how to deal with any...more

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