Yet another joint tenancy case…By Philip E. KoenigTrusts and Estates, May 2006The Second District Appellate Court recently decided another case, In re Estate of Shea, resolving ownership of joint tenancy bank accounts established by a decedent during his lifetime.
Elder notesElder Law, February 2006Home health and hospice drug dispensation and administration act.
Seventeenth Judicial Circuit hosts Elder Abuse SymposiumBy Sherri RudyElder Law, February 2006Those of you who regularly follow this newsletter may recall that one of my goals as last year’s chairman of the section was to present a CLE on Elder Abuse and Financial Exploitation featuring Deputy District Attorney Paul Greenwood from San Diego County, California as the keynote speaker.
Elder notesElder Law, November 2005Small estate affidavit revision. Last year’s increase for small estate affidavits to $100,000 from $50,000 applies to all documents executed after August 6, 2004, regardless of when the decedent died, pursuant to Public Act 94-57.
The most important person in the courtroomBy Steven C. PerlisElder Law, November 2005Mrs. E reminded everyone that she was the most important person in the courtroom. Indeed one might ask why it sometimes seems to take somebody as feisty as Mrs. E to remind us of that?
Update on Hines v. IDPAElder Law, November 2005Hines v. Illinois Department of Public Aid, 358 Ill.App.3d 225 (2005) was decided by the Third District Appellate Court on May 20, 2005.
Here’s why you should know about the Statutory Declaration for Mental Health TreatmentBy Charles LeFebvreElder Law, June 2005A durable health care power of attorney can be a useful instrument for assisting clients as part of an estate plan or, in the case of aging clients, to address specific concerns that the client may have medical needs and be incapable of using appropriate judgment when these needs arise due to mental deterioration.
What is the Circuit Breaker Program?By Lee BenezeElder Law, June 2005Circuit Breaker is a program to assist seniors, administered by the Illinois Department on Aging. Until recently, the program was administered by the Illinois Department of Revenue.
What is a Certified Legal Nurse Consultant or CLNC®?By Maralee K. GrayElder Law, May 2005A Certified Legal Nurse Consultant or CLNC® is a valuable asset to any attorney or law firm. Many legal professionals do not completely understand what a CLNC® is or how they are different from a paralegal or a legal secretary.
Annuities: Uses, misuses and abusesBy Heather McPhersonElder Law, March 2005Annuities are a poor investment vehicle for most senior citizens. However, they can be a valuable tool when planning for long-term care if Medicaid qualification is desired.
Limitations on community spouse assetsBy Edward J. MitchellElder Law, March 2005The Appellate Court in the Second District recently issued an opinion in Harris v. Department of Human Services.
Purchase of annuity-Medical assistance eligibilityBy Walter J. ZukowskiElder Law, March 2005In the case of Gillmore v. Illinois Department of Human Services, the 4th District Appellate Court held that an annuity purchased by a nursing home resident was a non-allowable transfer of assets.
Staying currentElder Law, March 2005When meeting with "community spouses," make sure you are using the updated figures for the Community Spouse Asset Allowance and the Community Spouse Monthly Maintenance Needs Allowance.
Informed consent in the elder law practiceBy Susan Dawson-TibbitsElder Law, January 2005In June, 2004, the General Assembly of the Illinois State Bar Association approved a revision of the Illinois Code of Professional Responsibility, the rules of ethical conduct governing the conduct and behavior of Illinois lawyers.
Have an answer? You do nowBy Marc R. MillerElder Law, October 2004Over time, the author has compiled his own resource "go-to" list. It has helped him be of service to the client at little or no cost.
Visitability-A welcome idea in home designElder Law, October 2004When people think of accessibility aspects of home design-such as wheelchair ramps and siderails in the bathroom, they usually think of those features as either being present in a home or facility designed for persons with physical disabilities or having to be installed in a home of one who recently became disabled.
A primer on caregiver stress for the elder law practitionerBy Charles LeFebvreElder Law, June 2004Most practitioners realize that the elder law practice is not so much assisting clients and their families with the legal affairs associated with aging-the typical definition.
Terri’s Law: Lessons learned, hard lessons avoidedBy William L. CleaverElder Law, June 2004The tragic legal odyssey of Terri Schiavo continues. Ms. Schiavo is the 40-year-old woman in Florida who has been in a persistent vegetative state for 10 years.
To the editorsElder Law, June 2004While Paul A. Meints' article in the March 2004 Elder Law newsletter presents some interesting possible customizations of both the health care and property powers of attorney, the suggestions raised three issues in my mind.