Estate planning essentials the sandwich generation fall 2012
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Estate planning essentials the sandwich generation fall 2012
- 1. FACING THE LEGAL CHALLENGES OF THE SANDWICH GENERATION FALL 2012
- 2. John Montagu, 4th Earl of Sandwich
- 5. John Montagu, 11th Earl of Sandwich
- 6. HAVING A WRITTEN PLAN • Control of Administration and Distribution • Disinheritance • Planned Giving
- 7. POWERS OF ATTORNEY • Durable Power of Attorney • Patient Advocate Designation • HIPAA Release
- 8. NO WRITTEN PLAN IN PLACE… • Guardianship oCourt appointed oMedical care oFood, clothing, shelter needs • Conservatorship oCourt appointed oFinancial issues
- 9. LONG TERM CARE • Long Term Care Planning • Medicaid Planning • Veteran’s Benefits • Abuse and Neglect Issues
- 10. DON’T FORGET ABOUT YOU AND YOUR CHILDREN Protection for minor children: • Guardian • Conservator • Testamentary Trust • Special Needs
- 11. TAKE ACTION – DON’T WAIT • Make sure estate planning documents are up to date • Review plans annually • Don’t try to do this yourself
- 12. Presented by: HOWARD H. COLLENS GALLOWAY AND COLLENS, PLLC 26075 WOODWARD AVENUE SUITE 200 HUNTINGTON WOODS, MICHIGAN 48070 (248) 545-2500 GALLOWAYCOLLENS.COM Howard@GallowayCollens.com Twitter: @howardcollens