SEPTEMBER 8, 2003 VOLUME 11, NUMBER 10 When individuals look for ways to simplify the handling of their estates, they frequently decide to simply put their heirs’ names on assets. Parents, for example, often make their children joint owners on bank accounts—reasoning that the money will then be easier to get to if needed, and…
ELDER LAW ISSUES
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SEPTEMBER 1, 2003 VOLUME 11, NUMBER 9 Changes in federal Medicaid rules adopted in 1996 made most immigrants—including even legal permanent residents—ineligible for health care benefits. For immigrants in the country legitimately eligibility for Medicaid services is not available until they have been legal permanent residents for five years. Undocumented aliens, on the other hand,…
AUGUST 25, 2003 VOLUME 11, NUMBER 8 Any competent adult can sign a will disposing of his or her property—unless he or she has agreed not to do so. Though they may seldom be used, the law of most states permits individuals to enter into a contract not to change their wills (or, for that…
AUGUST 18, 2003 VOLUME 11, NUMBER 7 A decision by the Michigan Supreme Court is the most recent to address the issue of grandparents’ rights to visit their grandchildren. In the Michigan case, the state law giving grandparents rights was found to be unconstitutional. Not all states have reached the same result—Arizona courts, for example,…
AUGUST 11, 2003 VOLUME 11, NUMBER 6 The issue facing Florida guardian Barbara Keithly was simple: should she have her bank return the original canceled checks on the guardianship account, or would it acceptable to receive only copies with her monthly statement? Although the question seems simple enough, it provides an opportunity to consider the…
AUGUST 4, 2003 VOLUME 11, NUMBER 5 After incurring the emotional and financial cost of securing a guardianship and conservatorship, family members usually believe that they have been given authority to make all personal and financial decisions for their incapacitated loved one. Though nearly true, that is not quite the case—as Randy Bardwell found out,…
JULY 28, 2003 VOLUME 11, NUMBER 4 Is one who has been determined legally incapacitated and in need of a guardian able to revisit the court’s determination or challenge her guardian’s actions? Yes, wards may request the restoration of capacity and/or challenge the fitness of the guardian. In at least one state, however, wards are…
JULY 21, 2003 VOLUME 11, NUMBER 3 Helen Hosta of Cuyahoga County, Ohio, was admitted to Century Oak Care Center in February 2001. Mrs. Hosta was unable to sign the Century Oak admission agreement, so her daughter, Roberta, signed for her. After Mrs. Hosta’s Medicare coverage ran out in March, 2001, her daughter Roberta and…
JULY 14, 2003 VOLUME 11, NUMBER 2 Philip Klein thought he was getting estate planning advice. At first he probably didn’t realize he was also talking to an insurance agent. His children ended up suing the agent, the insurance company and the “estate planning services” firm employing the agent. Mr. Klein was 85 years old…
JULY 7, 2003 VOLUME 11, NUMBER 1 Qualifying a family member for Medicaid assistance with the cost of nursing home care can be complicated. When Pat Monroe’s mother went into a nursing home in Arkansas, Ms. Monroe had a clever idea: she had her mother buy an interest in her own home. Unfortunately for her…