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Marquette Elder's Advisor

Journal

Finance

Articles 1 - 6 of 6

Full-Text Articles in Law

Guardianship Mediation, Janice Grant Aug 2012

Guardianship Mediation, Janice Grant

Marquette Elder's Advisor

Court guardianship proceedings are designed to determine the need for a guardian. Mediation may be used to rather substitute voluntary services by allowing interested parties to offer suggestions for appropriate care. Grant discusses which cases may be appropriate or inappropriate for mediation and outlines a suggested mediation process. The advantages of maintaining greater autonomy and independence for the elderly are elaborated.


Planning For A Disabled Child, Judith G. Mcmullen Aug 2012

Planning For A Disabled Child, Judith G. Mcmullen

Marquette Elder's Advisor

McMullen provides a comprehensive view of the problems encountered when estate planning includes providing for a disabled child of any age. Traditional approaches, such as outright gifts and trusts, are discussed. Particular attention is paid to situations which might limit access to potential public benefits, including medical assistance programs. Various aspects to consider while evaluating possible options are discussed.


Financial Abuses Of Elderly Clients, Alison Barnes Aug 2012

Financial Abuses Of Elderly Clients, Alison Barnes

Marquette Elder's Advisor

This article identifies what is meant by financial abuse of the elderly, discusses who are the abusers and victims, and illustrates how to identify instances of financial abuse. The author then discusses the possible responses to identified financial abuse, including responses by attorneys, state agencies, and federally mandated programs and acts. She concludes that where an older person is dependent for care on a family member, financial abuse may be best controlled through oversight of the interaction between the caregiver and care receiver, as well as modification of financial arrangements to limit the exposure of the care receiver's assets.


Special Needs Estate Planning-A Family Perspective, Terry L. Toske Aug 2012

Special Needs Estate Planning-A Family Perspective, Terry L. Toske

Marquette Elder's Advisor

Toske illustrates the need for early estate planning involving the entire family when a developmental disability affects a family member. The importance of maintaining eligibility for government programs is stressed, as well as the benefits of the planning to all concerned. Two case studies are used for illustration. A what do I do now? list is included.


Remedying Financial Abuse By Agents Under A Power Of Attorney For Finances, Michele M. Hughes Aug 2012

Remedying Financial Abuse By Agents Under A Power Of Attorney For Finances, Michele M. Hughes

Marquette Elder's Advisor

Although financial elder abuse is often viewed as involving vulnerable victims, most victims are competent.


The Normative Influence Of The Fifth Commandment On Filial Responsibility, Charlotte K. Goldberg Aug 2012

The Normative Influence Of The Fifth Commandment On Filial Responsibility, Charlotte K. Goldberg

Marquette Elder's Advisor

Goldberg's article looks at the Fifth Commandment's obligation of honoring one's parents as one source of filial responsibility laws. The article's goal is to suggest how concepts from the Jewish Law regarding the Fifth Commandment can add intangible benefit to undertaking the obligation of financial and physical care of an elderly parent.