Will or Trust, Durable Power of Attorney and Health Care Power of Attorney. Even after a loved one has moved into a nursing home, legal strategies can be used to protect assets. Generally this will require having a suitable durable power of attorney.
An additional 900,000 Floridians would be eligible for Medicaid coverage if the state were to lower requirements as called for by ACA. The Agency for Health Care Administration estimates the cost at $3 billion over 10 years. A study by the Health Policy Institute at Georgetown University reached a different conclusion, a net savings of $100 million per year.
The Special Needs Trust (also known as a Supplemental Needs Trust) or “SNT” is a special kind of trust that allows assets to be held for the benefit of a disabled or special needs child or adult, without making the beneficiary ineligible for government benefits. Why you need an SNT if you die intestate If you died without a Will, your assets would pass automatically under the State’s inheritance laws to your spouse and your children, including your special needs child.
Each year Best Buddies holds a Staff Leadership Conference in Miami at the end of January that is attended by all staff from around the country. This year, for the first time, Best Buddies created a panel discussion featuring three sponsors/community partners from around the country to share their partenership/sponsorship experiences and provide feedback for all of the staff.
Smakuakane by Scott A. Makuakane, Esq., CFP Counselor at Law, Est8Planning Counsel LLLC Honolulu, Hawaii 96813 State Coordinator of the national ElderCare Matters Alliance, Hawaii chapter A trust is the legal relationship that is created when a person transfers “stuff” to a trustee with the understanding that the trustee will manage it for the benefit of one or more beneficiaries.
Open House, next Friday January 25th (9:30 – 11:30). 800 Celebration Ave., Suite 104, Celebration, FL 34747 Stetson University will be holding an open house to provide information on their Lifelong Learning Event. Heather C. Kirson and Patti T. Fuller will be two of many instructors who will be present to talk with prospective members and to help them decide which courses are best for them. This will be an “education fair” and each course will have a space. Come out and see what courses appeal to you!
Are you a professional in the healthcare industry? Are you looking for a great networking opportunity? The come check out the Seminole Health & Human Services Network group (SHHSN) which meets the last wednesday of every month at VITAS (2201 Lucien Way #100, Maitland, FL). Attorney Patti Fuller will be speaking on legal issues facing the elderly at this month’s meeting, January 30th. Lunch is $15.00 and doors open at 11:30. Come hear a wonderful speak and make some new contacts!
Come out and hear Florida Bar Board Certified Attorney Patricia T. Fuller speak on “Legal and Fianancial Issues” on February 21st at Winter Park Towers, 1111 Lakemont Ave., Winter Park, FL 32792 from 5:30pm-7:00pm.
Friday February 8th 10am-3pm COnway Lakes Health & Rehab 5201 Curry Ford Road Orlando, FL 32817 (407)384-8838 We will be hosting a table at this health fair and encourage all to come and see what fun is taking place! Free health screenings will be offered in addition to the following services: – Blood Pressure Readings -Blood Glucose Testing -Therapy Consultations -Health Education -Exercise -Healthy Food Demonstrations -Senior Resources -Blood Mobile -Gait and Balance Testing -Pulse Oximetry Checks -Free Chair Massages -Urinary Incontinence Screening RAFFLES & PRIZES! JOIN THE FUN!
Live CLE Seminar January 29, 2013 • Orlando, FL The course covers the issues presented in representing older clients and those who are providing care for older clients. It will address ethical issues such as confidentiality and Conflicts of Interest, family and advisor involvement and conflict/confidentiality waivers. It will examine preventive documents such as powers of attorney and trusts and their use, along with determinations of incapacity and the attorney’s duties regarding the same, an overview of elder abuse laws and elder resources, the conservatorship/guardianship process for those needing court oversight of the care of their person and/or estate, and will end with an overview of Medicaid eligibility and planning. Patricia “Patti” Fuller is Board Certified in Elder Law by the Florida Bar. She specializes in Asset Preservation Planning, Medicaid, Special Needs Trusts, VA Benefits, Planning for Disability, Guardianship, Wills, Trusts, Advance Directives and Probate and Trust Administration. Patti is a VA Accredited Attorney and is admitted to practice in Florida and New York. She is Chairman of the Veterans Benefits Committee of the Florida Bar, Co-Chair of the Elder Law Committee of the Orange County Bar Association, a Board Member of the Academy of Florida Elder Law Attorneys, a member of the National Academy of Elder Law Attorneys and a member of the Elder Law and Real Property, Probate & Trust Law Sections of the Florida Bar Association.