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Julie Garber

Hot Off the Press! - Advising the Elderly Client

By October 3, 2012

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I am excited to announce the publication of the 2012 update of Advising the Elderly Client by Thomson Reuters/West, of which I have become a co-author. Here is a description of the publication from the Westlaw website:

"This set offers a comprehensive survey of the major legal issues facing elderly clients. It provides in-depth analysis and guidance in the emerging field of elder law and the special planning needs of older clients: financial planning; estate planning; major entitlement programs such as Social Security income, pension and retirement benefits, Medicare and Medicaid; health care considerations; planning for incapacity, including living wills, durable powers of attorney, right-to-die issues; and discrimination against the elderly. Provides helpful checklists and charts. Written by a team of experts located in several different states."

The other authors include Professor A. Kimberley Dayton, Professor of Law and Director of the Center for Elder Justice and Policy at William Mitchell College of Law and Of Counsel to Long Reher & Hanson, Minneapolis, Minnesota; Robert A. Mead, State Law Librarian for the New Mexico Supreme Court; and Molly M. Wood, an attorney who practices elder law in Lawrence, Kansas as a partner with Stevens & Brand L.L.P.

The publication consists of four volumes covering topics including financial planning; estate planning; Social Security and Supplemental Security Income; pension and retirement benefits; health care facilities; paying for health care; planning for incapacity; and discrimination against the elderly. I have taken over authorship of the following chapters in place of the esteemed attorney and author Louis A. Mezzullo:

  1. Chapter 5 - Planning for Income Requirements; Investments (this chapter was revamped with guidance and input from several financial advisors)
  2. Chapter 6 - Income Tax Planning
  3. Chapter 8 - Transfer Taxes
  4. Chapter 9 - Planning Lifetime Transfers
  5. Chapter 10 - Wills, Trusts, and Nontestamentary Dispositions
  6. Chapter 11 - Planning for the Person About to Die
  7. Chapter 12 - Postmortem Planning; Estate Administration
  8. Chapter 13 - Disposing of Businesses and Professional Practices
  9. Chapter 14 - Life Insurance Planning
  10. Chapter 19 - Distributions from Qualified Retirement Plans and IRAs

For your convenience, a copy of a summary of the contents can be viewed here: Advising the Elderly Client - Summary of Contents. Now you know what I did last winter.

October 8, 2012 at 11:03 pm
(1) cyborg1939 says:

Kudos Ms. Garber on this very large undertaking. The subject matter could not be more timely and useful for so many millions of aged Americans and their advisors.

I note that the set runs over $1000.00. Will there be individual parts books at a much lower price range?

The gravitas of such a large production is evident. You are to be greatly admired for your very large contribution to this work.

Cyborg, Los Angeles.

October 10, 2012 at 9:42 am
(2) Julie Ann Garber, Esq. says:

Hello Cyborg, thank you so much for your comment. If you go the webpage for the publication on the Westlaw store website (here is the link copied from above: Advising the Elderly Client) and then click the link called “Select Volumes,” this will give you the ability to purchase separate volumes instead of the entire set. However, you will not receive the annual updates and will therefore have to purchase a new volume each year if you want to have the current version.

Another option would be to click on the link called “Monthly Book Pricing” which allows payments to be spread out over 12 months.

Best regards,

Julie Ann Garber, Esq.
Attorney, Becker & Poliakoff, P.A.
Guide to Wills & Estate Planning
About.com | Need. Know. Accomplish.

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