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Appendix A Declaration of Trust (excerpt)
Library | Alzheimer's and the Practice of Law: Counseling Clients with Dementia and Their Families (ABA) (2013 Ed.) |
Appendix A DECLARATION OF TRUST (Excerpt)
THIRD:
SECTION 1: Upon my death the trustee shall administer the trust estate, including any amounts added thereto from my probate estate, for the benefit of my wife, __________, upon the following terms:
The trustee may pay to her such sums from income and principal as the trustee deems necessary or advisable from time to time for her health, maintenance in reasonable comfort, and best interest, considering her income from all sources known to the trustee....
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- Alzheimer's and the Practice of Law: Counseling Clients with Dementia and Their Families (ABA)
- Foreword
- Acknowledgments
- Introduction
- Expert View I Have Become My Wife's Parent
- Chapter 1 What Is Alzheimer's Disease?
- Expert View Client Confabulation: the Attorney's Consternation
- Chapter 2 Ethics and the Alzheimer's Client
- Chapter 3 Life, Death, and Care Instructions
- Appendix Health-care Power of Attorney and Combined Advance Directive Legislation
- Expert View Surprising Truths Within Hospice Care
- Expert View 10 Tips for Caregivers
- Chapter 4 Special-needs Trusts and Pooled Trusts
- Appendix A Declaration of Trust (excerpt)
- Appendix B Will of John Pourback
- Expert View The Marriage of Technology and Alzheimer's Caregiving: Staying Safely at Home Longer
- Chapter 5 Government Benefits
- Expert View The Red Flag of Alzheimer's: a Change of Character
- Chapter 6 Guardianships and Conservatorships
- Expert View Even Experienced Lawyers Make These Mistakes
- Chapter 7 Financial Exploitation
- Expert View When the Indispensable Caregiver Is the Abuser
- Chapter 8 Personal-care Agreements and Nursing Home Contracts
- Expert View The Hope of Vanquishing Alzheimer's Disease
- Glossary
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