Elder Law (2015 Forms)

Table of Contents

• Table of Contents

Chapter 1

• Section 1.9 Client’s Personal Information
• Section 1.10 Information for an Estate Planning Practice
• Section 1.16 Thanking the Client
• Section 1.15 Sample Instructions on How to Open a New Estate Planning File
• Section 1.11 Intake Form
• Section 1.14 Client Confidentiality and Information Release
• Section 1.7 Appointment Confirmation Letter
• Section 1.13 Billing the Client

Chapter 2

• Section 2.60 Request for Hearing by Administrative Law Judge
• Section 2.59 Request for Social Security Earnings Information
• Section 2.1 Considerations
• Section 2.62 Appeal Under the Railroad Retirement Act or the Railroad Unemployment Insurance Act
• Section 2.46 Distributions
• Section 2.61 Request for Review of Hearing Decision/Order

Chapter 3

• Section 3.55 Date of the Trust Is Important
• Section 3.37 Analysis of Options for Distributing Property to a Child Who Has a Disability

Chapter 9

• Section 9.61 Power to Provide Support to Others
• Section 9.60 Power to Make Gifts
• Section 9.59 Power With Respect to Employment Benefits
• Section 9.64 Authorization to Access Electronic Information
• Section 9.63 Authorization Under the Health Insurance Portability and Accountability Act of 1996
• Section 9.62 Custodianship and § 529 Plans