Tax, Estate & Financial Planning for the Elderly

ebook Forms & Practice, Volume 2 · Tax, Estate & Financial Planning for the Elderly

By David English

cover image of Tax, Estate & Financial Planning for the Elderly

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You'll find the forms you need for your practice inside Tax, Estate & Financial Planning for the Elderly: Forms & Practice, a two-volume companion to the popular Tax, Estate & Financial Planning for the Elderly practice guide. It contains forms for everything from client intake and retainer agreements to review and appeal of benefit denials, as well as court petitions and clauses you can use in drafting durable powers of attorney, health care proxies, wills and trusts. Every basic area is covered, including:

  • Health (Medicare, Medicaid, advance health care directives, long-term care, nursing homes)
  • Financial (income, estate and gift taxes, pensions, financial planning, estate planning, property management)
  • Government Benefits (Social Security, SSI, veterans' benefits)
  • Personal (housing, elder abuse, guardianship)
  • Practice Management (managing and building your practice)

    Both volumes contain checklists, practice tips, state specific tables, sample client letters and intake forms to guide you through difficult areas of the law, save you time, and make your practice run smoothly and efficiently. The forms and checklists are cross-referenced to legal analysis in the practice guide. All of the complete forms and individual clauses and checklists found in the print volumes are included on a downloadable zip file. You can use the forms as provided or modify them to meet your specific requirements.

  • Tax, Estate & Financial Planning for the Elderly