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