Practical Skills: Elder Law, Special Needs Planning & Will Drafting (NY)
- Publisher:
- New York State Bar Association
- Publication date:
- 2021-01-01
- ISBN:
- 978-1-57969-124-0
Elder Law and Special Needs Planning—Index of Forms
Elder Law—Index of Appendices
Part One Elder Law and Special Needs Planning
- I. Introduction
- A. Multidisciplinary Nature of Elder Law
- B. Interviewing the Client
- C. "Action Plan" Memorandum
- D. Engagement Letters (Also Known As Retainer Agreements)
- E. Ethical Concerns in Elder Law
- II. Health Care Proxies and Living Wills
- B. Health Care Proxy
- C. Living Will
- D. Medical Order For Life-Sustaining Treatment (Molst)
- E. The Family Health Care Decisions Act
- III. Power of Attorney
- A. Introduction
- B. Capacity To Execute A Power of Attorney
- C. Statutory Gifts Rider
- D. Hipaa Privacy Rule
- E. Agent
- F. Execution of the Power of Attorney
- G. Appointment of A Monitor
- H. Nysba Proposed Changes To the Power of Attorney
- lV. Guardianships
- A. Article 81 of the Mental Hygiene Law
- B. Article 17-A of the Surrogate'sCourt Procedure Act
- V. Medicare
- B. Enrollment
- C. Medicare Programs
- D. Medigap: Supplemental Insurance
- E. Notice of Medicare Benefits and the Appeals Process
- F. Rehabilitation Services
- VI. Medicaid
- A. Introduction To Medicaid Programs
- B. Medicaid Eligibility Standards
- C. Community Medicaid Program
- D. Medicaid Transfer Rules
- E. Emergency Medicaid
- F. Medicaid Application Process
- G. Medicaid Fair Hearings
- H. Estate Claims and Liens
- VII. Estate and Gift Tax Overview
- A. Federal Gift Tax
- B. Federal Estate Tax
- C. How Estate and Gift Taxes Affect Medicaid Planning
- VIII. Trusts and the Elder Law Plan
- B. Estates, Powers and Trusts Law Provisions
- C. Medicaid Rules
- D. Revocable Trust
- E. Irrevocable Trust
- lX. Long-Term Care Insurance
- A. Introduction To Long-Term Care Insurance
- B. Partnership Policies
- X. Protecting the Family Home
- B. Medicaid Rules Applicable To Family Home
- C. Outright Transfer of Homestead
- D. Transfer Subject To A Reserved Life Estate
- E. Transfer To Irrevocable Income-Only Trust
Part Two Will Drafting
- I. Introduction
- II. Conflicts of Interest and Ethical Considerations
- A. Representation of Married Couples
- B. Drafting A Will For A Client in Extremis
- C. Bequests To Attorney-Drafters
- III. Ambulatory Nature of Will; "Per Stirpes," "By Representation" and "Per Capita" Explained
- lV. Inappropriate Testamentary Provisions
- V. Property Over Which A Will Operates
- VI. Information to be Obtained From the Client
- VII. Format of the Will
- A. Will Provisions—Generally
- B. Dispositive Provisions
- VIII. Analysis of Sample Will
- A. Generally
- B. Exordium
- C. Dispositive Provisions
- D. Administrative Provisions
- E. Testimonium
- F. Attestation Clause
- G. Affidavit of Attesting Witnesses
- lX. Will Execution
- X. Post-Execution Copy
- XI. Safekeeping of Executed Will
- XII. Conclusion
Will Drafting—Index of Appendices