MAY 11, 1998 VOLUME 5, NUMBER 45 Lawyer Frederick Apt had a long-standing relationship with Robert and Hazel Irwin. He first prepared wills for the couple in 1981. In 1993, he updated their wills, and did so again later that same year. It was not surprising, then, that the family returned for his advice when…
MAY 4, 1998 VOLUME 5, NUMBER 44 Arizonans Frank Dobert and Jacqueline Dobert-Koerner were married when Mr. Dobert took out a $250,000 life insurance policy and named Ms. Koerner as his beneficiary. Three years later, the couple divorced. In the divorce decree, Mr. Dobert was awarded the life insurance policy, and he was free to…
APRIL 27, 1998 VOLUME 5, NUMBER 43 Guardianship and conservatorship can be an expensive and wrenching process for the ward and family. No one understands that better than Letty Milstein and her children. Ms. Milstein lives in Denver. In early 1996, her daughter decided that Ms. Milstein was no longer able to manage her own…
APRIL 20, 1998 VOLUME 5, NUMBER 42 Although most people believe that it is important to sign a will to provide for the distribution of their estates upon death, most never get around to doing so. Even among those who do prepare wills, often the original document is missing. In most states a missing will…
APRIL 13, 1998 VOLUME 5, NUMBER 41 Last summer, in a cynical move to fix blame for the burgeoning cost of long term nursing care on someone, Congress adopted a punitive new measure widely referred to as the “Granny’s Lawyer Goes To Jail” law. In essence, the new law decreed that anyone who charged a…
APRIL 6, 1998 VOLUME 5, NUMBER 40 Living trusts have become the most popular estate planning device in this decade. Lawyers, financial planners, insurance agents, bankers and investment firms often tout the value of living trusts. It is often difficult to see through the hype and determine whether a living trust is really appropriate for…
MARCH 30, 1998 VOLUME 5, NUMBER 39 In last week’s Elder Law Issues, we described the Wisconsin case of Evelyn O. In that case, a community agency sought the appointment of a guardian for two women, Evelyn O. and Thyra K. Even though the guardianship petitions were successful, the Wisconsin Court of Appeals ruled that the…
MARCH 23, 1998 VOLUME 5, NUMBER 38 It is increasingly common for government services to be contracted out to private companies. In Milwaukee County, Wisconsin, even elder abuse monitoring and prevention services are handled by a private corporation, Community Care Organization. Of course, the elderly victims of abuse and exploitation often require the appointment of…
MARCH 16, 1998 VOLUME 5, NUMBER 37 When a Social Security recipient (or someone eligible to receive Social Security) turns 65, he is automatically enrolled in Medicare’s Part A insurance coverage. That insurance covers hospital care (among other things). At the same time, the new Medicare recipient may also sign up for Medicare Part B,…
MARCH 9, 1998 VOLUME 5, NUMBER 36 John Haynsworth was a Florida multimillionaire. He had made his fortune in Miami Beach real estate investments. He had no children, so after his wife died in 1988, his closest family were nieces and nephews. Mr. Haynsworth did have a long-time relationship with his attorney, Ted Blum. After…
