Case Studies: Dilemmas and Solutions You Can Learn From

During this show, attorneys Frank Hemming and Kristen Peck highlight real life cases in estate and long-term care planning.

Listen to learn how you would handle – or avoid – these challenges:

• A client was in the hospital with cancer, and had a “Springing Power of Attorney.” His sister could not act on his behalf to make legal or financial decisions without the client being determined ‘incapacitated.’
• A couple with a husband who has Alzheimer’s Disease seeks trust planning before home care or nursing home care is needed. However, the house is in joint ownership and the wife has no ‘gifting authority’ on the husband’s Power of Attorney.
• A client whose disability requires a wheelchair needs 16 hours/day of home care. He applied for Medicaid, but was initially awarded only five hours/day for a home aide.
• A women suffered a health event before her estate planning drafts were finalized, complicating asset protection and the Medicaid application.

What is the best path forward for these people? Find out on Life Happens!