California Guide to Tax, Estate & Financial Planning for the Elderly

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LexisNexis, Jun 21, 2016 - Law - 1292 pages
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The first baby boomers are approaching retirement age. They are mapping out their own future, providing for children and grandchildren, and caring for aging parents. And they all have lots of questions - about financial planning, health care, charitable gifts, nursing homes, housing and a host of issues related to aging. You also need to meet the needs of your current elderly clients by keeping abreast of this rapidly evolving area of practice.

Now, thanks to California Guide to Tax, Estate & Financial Planning for the Elderly, you'll be able to answer their questions and act in their behalf, whether you specialize in elder law and estate planning or maintain a general practice. This newly published compendium from LexisNexis places the range of issues facing the elderly in the context of California law. It's your single source for in-depth discussions of such issues as:

•   Medi-Cal
•   Conservatorships
•   Wills and trusts
•   Income and estate taxes
•   Estate planning
•   Nursing homes and home health care agencies
•   Planning for incapacity

California Guide to Tax, Estate & Financial Planning for the Elderly has been specifically designed to help increase your effectiveness and productivity.

•   A glossary of acronyms at the beginning of the book will help you identify state and federal agencies and initiatives.
•   A section of common client questions that begins each chapter will lead you directly to the information you'll use most often.
•   Hundreds of practice notes throughout the text provide useful tips and suggestions, while cautionary notes alert you to areas of special concern.
•   Checklists at the end of each chapter will help ensure that you have addressed your client's needs methodically and completely.


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2 Representing Married Couples or Domestic Partners
Footnotes 1
still requires a legally sufficient power of attorney as defined in Cal Prob Code
Cal Prob Code 4151b
Cal Prob Code 4152
Cal Prob Code 21350b

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