Chapter 1 The Elder Law Practice

Index

• 1.1 Introduction
• 1.2 The Elder Law Practice
• 1.3 The Elder Law Client
• 1.4 Ethical Considerations when the Client Is Under a Disability
• 1.5 Practical Considerations Involving the Blended Family
• 1.6 Collaboration with Professionals and Agencies
• 1.7 The Attorney as Fiduciary
• 1.8 Marketing the Elder Law Practice
• Appendix 1-1 Elder Law Essential Information Survey
• Appendix 1-2 Guardianship/conservatorship Essential Information Survey
• Appendix 1-3 Engagement Agreement—medicaid Planning
• Appendix 1-4 Engagement Agreement—estate Planning
• Appendix 1-5 Engagement Agreement—guardianship And/or Conservatorship Appointment
• Appendix 1-6 Letter to Physician for Capacity Determination—guardianship/conservatorship Petition
• Appendix 1-7 Letter to Physician for Capacity Determination—testamentary
• Appendix 1-8 Aspirational Standards for the Practice of Elder Law
• Appendix 1-9 List of Elder Law Resource Organizations
• Appendix 1-10 Legal Ethics Opinion 1617: Attorney as Fiduciary; Accounting for Funds and Property
• Appendix 1-11 Disclosure Letter Pursuant to Leo 1515