What documents are really needed for estate planning?
When it comes to estate planning for long-term care there are three main documents that your client should have prepared. Those documents are the for the power of attorney for finances, the power of attorney for health care, and special needs trusts for spouses. Be careful when it comes to using form documents as they can create issues. They must be drafted pursuant to your state law as every state is different.
Agenda
Faculty
Martha C. Brown
Mitchell, Brown & Associates, LLC
- Attorney at the law firm of Martha C. Brown & Associates, LLC in St. Louis, Missouri, practicing in the field of elder law for more than 30 years
- Practice emphasizes all aspects of elder law, including estate planning, long term care planning, Medicaid (MO HealthNet) Planning, Medicare, incapacitation issues, end of life decision making, guardianship/conservatorship estates, probate, special needs planning, and veterans benefits
- Certified elder law attorney, as certified by the National Elder Law Foundation
- Certified as a mediator in the areas of adult guardianship and eldercare from Zena D. Zumeta, J.D., a nationally known expert in the area of elder mediation
- Recipient of many designations
- Frequent speaker and has written numerous books and publications
- Can be contacted at 314-962-0186 or www.elderlawstlouis.com
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