Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

A Member of the Law Professor Blogs Network

Friday, March 21, 2014

CLE on Advanced Elder Law & Advanced Guardianship Law

CLETexas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

March 21, 2014 in Articles, Elder Law, Estate Planning - Generally, Guardianship, Non-Probate Assets | Permalink | Comments (0) | TrackBack (0)

Thursday, March 13, 2014

CLE on Advanced Elder Law & Advanced Guardianship Law

CLETexas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

March 13, 2014 in Conferences & CLE, Elder Law, Estate Planning - Generally, Guardianship, Non-Probate Assets | Permalink | Comments (0) | TrackBack (0)

Sunday, March 9, 2014

Article on Wills, Trusts, Guardianships, and Fiduciary Administration

Will!Mary F. Radford (Georgia State University College of Law, Professor of Law ) recently published an article entitled, Wills, Trusts, Guardianships, and Fiduciary Administration, 65 Mercer L. Rev. 295-309 (2013). Provided below is the abstract to the article:

The article describes selected cases and significant legislation from the period of June 1, 2010 through May 31, 2011 that pertain to Georgia fiduciary law and estate planning.

March 9, 2014 in Articles, Guardianship, Trusts, Wills | Permalink | Comments (0) | TrackBack (0)

Monday, March 3, 2014

CLE on Advanced Elder Law & Advanced Guardianship Law

CLETexas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

March 3, 2014 in Conferences & CLE, Elder Law, Estate Planning - Generally, Guardianship | Permalink | Comments (0) | TrackBack (0)

Thursday, February 27, 2014

Paul Walker's Will Is Being Settled

PaulwalkerThree months after celebrity actor Paul Walker died in a car crash, his will is finally being settled. A Santa Barbara judge just approved Paul Walker's father as the executor of his estate as Walker stated in his will. While Walker's executor has been appointed, questions remain about who will take care of daughter, Meadow. A decision has not been made on Meadow's guardianship. Currently, she is living with her grandmother. Reports indicate that both Meadow and her mother are OK with the set-up because Meadow wants to stay in California.

See, Ashley Collman, Paul Walker's Dying Wish Fulfilled As Dad Is Named Executor Of His Estate-But Still No Word On Who Will Raise Daughter Meadow, Mail Online, Feb. 20, 2014.

February 27, 2014 in Estate Administration, Estate Planning - Generally, Guardianship, Wills | Permalink | Comments (0) | TrackBack (0)

American Idol Finalist in Probate Court

American idolLaKisha Jones, American Idol finalist, testified in probate court this past Tuesday, February 25. She testified during a hearing in which she was accused of not paying her father's nursing home bills. Jones was made her father’s legal guardian after he suffered from a stroke at the age of 67. He was receiving a social security payment of $1,047 monthly, $987 of those funds were supposed to be allocated to pay the nursing home. The probate judge determined that she was thousands behind in the payments and found Jones in contempt of court. 

See, Gary Ridley, Watch 'American Idol' Finalist LaKisha Jones Testify In Genesee Probate Court, MLive, Feb. 25, 2014.

Special thanks to Brian Cohan (Attorney at Law, Law Offices of Brian J. Cohan, P.C.) for bringing this article to my attention.

February 27, 2014 in Guardianship, New Cases, Professional Responsibility | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 18, 2014

CLE on Advanced Elder Law & Advanced Guardianship Law

CLETexas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

February 18, 2014 in Conferences & CLE, Elder Law, Guardianship | Permalink | Comments (0) | TrackBack (0)

Friday, February 7, 2014

CLE on Advanced Elder Law & Advanced Guardianship Law

CLETexas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

February 7, 2014 in Conferences & CLE, Disability Planning - Health Care, Elder Law, Guardianship | Permalink | Comments (0) | TrackBack (0)

Thursday, January 23, 2014

CLE on Elder Law and Guardianship Law

CLE

Texas Bar CLE is presenting an Advanced Elder Law & Advanced Guardianship Law Course in Dallas on April 3 – 4, 2014.  Video replays will follow in Houston and Austin.  Provided below are some of the highlights of the courses:

  • Long Term Funding Streams: Medicaid, VA, Annuities, Savings, and Long Term Care Policies

  • Medicaid Estate Planning

  • End of Life Issues

  • Interface Between Family Law and Elder Law

  • Elder Law Planning with the Difficult Family

  • Extraordinary Remedies in Guardianships

  • Criminal Aspects of Guardianship

  • Whack-a-Mole: Handling Problem Litigants and the Occasional Overzealous Ad litem 

January 23, 2014 in Conferences & CLE, Elder Law, Guardianship | Permalink | Comments (0) | TrackBack (0)

CLE on The Fundamentals of Family Caregiver Agreements

CLE

The American Bar Association is sponsoring a live webinar entitled, Fundamentals of Family Caregiver Agreements: Taking Care of Those Who Care for Others, on Wednesday, January 29, 2014.  Provided below is a description of the event:

It is increasingly common for individuals to be paid to provide in-home care for persons needing assistance to live independently.  The agreement to pay needs to be in writing and effective caregiver agreements are more than fill in the blank forms.  Caregiver agreements need to clearly reflect expectations, and conditions of payment need to comply with Medicaid, tax and employment laws.  Well written agreements can be invaluable in avoiding conflicts between family members over payment of care and services.  
 


Learning objectives:

  • Participants will learn what agreements need to be in writing and why.
  • Participants will explore the essential elements that need to be considered in drafting caregiver agreements.
  • Participants will understand the importance of written caregiver agreements in complying with employment, tax and Medicaid laws.
  • Participants will learn the role of written agreements in conflicts between family members regarding payment for care and services.

January 23, 2014 in Conferences & CLE, Guardianship | Permalink | Comments (0) | TrackBack (0)