Read Making Medical Decisions for Someone Else to understand what it’s like to be a health care proxy, what to do while there’s still time to think about it, how to make the hard decisions, and where to get help.
Let this guide provide you with the critical tools to help understand your options, make informed decisions, and minimize some of the anxiety you may be feeling about financial and legal affairs at this stage of life.
Consumer’s Tool Kit for Health Care Advance Planning. Good advance planning for health care decisions is, in reality, a continuing conversation. To help you in this process, this tool kit contains a variety of self-help worksheets, suggestions, and resources.
This program will give an overview of the unique issues that arise when doing advance care and estate planning for same-sex couples, including relationship recognition, document preparation, financing elder care, and the impact of possible changes in the legal landscape. To be held on 4/17, featuring COLA's David Godfrey.
Interstate Guardianship Issues
Coming in June 2013 with COLA's Erica Wood. More details will be posted as they become available.
Clients with Diminished Capacity
Coming in September 2013 with COLA's Charlie Sabatino. More details will be posted as they become available.
Drafting Financial Powers of Attorney: Avoiding Financial Exploitation of the Elderly. Learn smart drafting and counseling skills and how state law is changing to strengthen the effectiveness and safety of powers of attorney for finances.
Elder Care Mediation and Why It's Important to Your Practice. Learn from an experienced mediator and attorney about how senior mediation can address sibling, extended family, and intergenerational disputes in elder care--and what it can mean for your practice.
Spousal and Domestic Partner Issues in Pensions and Retirement Income. This program covers the essential elements that you need to know about spousal and domestic partner rights in traditional defined benefit pensions, IRAs, 401ks and other defined contribution plans, and Social Security retirement benefits.