News & Analysis as of September 20, 2024

Elder Care

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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 -

Resources for Seniors and Caregivers

Foster Swift Collins & Smith on 7/25/2023

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

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

Chambliss, Bahner & Stophel, P.C. on 5/5/2022

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

New California Statutes Change Spousal Undue Influence Presumptions

Downey Brand LLP on 4/7/2020

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

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

Chambliss, Bahner & Stophel, P.C. on 2/19/2020

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

California Legislature Cracks Down on Caregivers Who Marry Dependent Adults

Downey Brand LLP on 9/17/2019

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

How Parents Can Provide for a Caregiver Child

Chambliss, Bahner & Stophel, P.C. on 4/17/2019

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

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