Estate Planning – General « Patti’s Publications

Patti's Publications re: Estate Planning (General)

• What is Your Digital Legacy? (pdf of PowerPoint presentation)
• Presentation at Changes and Choices Conference (September 21, 2011)
  (an Interdisciplinary Conference sponsored by the Elder Law and Disability Rights Section of the State Bar of Michigan)
• Have you ever wondered what will happen to your Face book Account or other digital assets if you become disabled or when you die? Are there some personal profiles or digital profiles that you want to LIMIT access to?? Then, this presentation and materials is for you…

• Attachments:
• General Assignment of Property – Part 1
• General Assignment of Property – Part 2
• Client Information/Intake Form
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  • Also see related 4/23/12 article in LegalNews.com for interview with Patti:
    What Happens to Your Blog After Your Death?

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• Advising Clients and Drafting Advanced Health Care Directives
• With the increasing number of Americans that are living longer, and with the ability for medical technology to prolong life, it is particularly important that people plan for mental or physical incapacity in the future.  The emphasis on planning should be placed on all of your clients, regardless of age, health status and family medical history.
• I. Effective Planning Techniques for Incapacity
• II. When it is Too Late – Protecting the Individual After Incapacity Strikes
• Appendix 1: Health Care Values History Form
• Appendix 2: Sample draft of a Patient Advocate Designation for Medical and Mental Health Treatment
• Appendix 3: Sample draft of a Patient Advocate Designation for Mental Health Treatment
• Appendix 4: Sample Petition for an Order to Seal Records
• Appendix 5: Request for Driver Evaluation from the Michigan Department of State
• Appendix 6: OBRA-93 Trust Options for Persons with Disabilities
• Appendix 7: Permissible Distributions

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• Charitable Contribution for an Individual's Benefit
  A memorandum regarding steps to take to establish a charitable organization or a private foundation for the purposes of receiving contributions for an individual's benefit, including an analysis of Sections 170 and 501 of the Internal Revenue Code to determine the feasibility of such a charity.

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• Estate Planning Outline
• Answers basic questions below and more:
  What happens if I die without a will?
  What is a Will?
  What is Probate?
  Does a Will avoid Probate?

• How Often Should You Review Your Estate Plan?
• Every Year For Large Estates:  If you have a large estate (valued over the unified credit amount, you should review your estate plan at least annually.  This is true even if no major changes have taken place in your life and your original plan still seems adequate.  After all, a year does not go by without significant changes in the federal tax laws.  You need to stay on top of these changes because they may require you to update your estate plan in order to achieve the best results.
  

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• Kevin's Law (Assisted Outpatient Treatment)
  The Michigan Congress passed a series of bills that address Assisted Outpatient Treatment ("Kevin's Law") and Patient Advocate Designations for mental health treatment.  These developments may have a signficant impact on persons receiving mental health treatment as well as estate planning.

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  Patient Advocate Designation FAQs 

• Answers questions like: what is a Patient Advocate, how to use one, what should be included and more.