The first step in an elder law trusts and estates matter is usually to gain an understanding of the consumer?s family dynamics. If there are little ones, which is usually the case, we need to determine whether they are married. Is it a primary or second marriage? Do they have any children at a previous marriage or do their couples? What kind of work do many people do, and where do they dwell? Do they get along with 1 another and with the parent clients? We are looking to determine which family members are rarely getting along with which others and what exactly why may be. This goes a ways toward helping us decide who really should make medical decisions and who really should handle legal and financial affairs.
Your second step in an elder law trusts and estates matter is usually to review any prior estate planning documents your customer may have, such as a will probably, trust, power of attorney, health health care proxy and living will, to determine whether or not they are legally sufficient and reflect the client?s current wishes or whether or not they are outdated.
Published by: admin on August 25th, 2012 | Filed under Elder Law
Source: http://lawxsta.com/real-estate-planning-elder-law-guide/
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