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Representing
the Elderly or Disabled Client
Forms & Checklists with Commentary
by Thomas D. Begley, Jr. and Andrew H. Hook
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SUMMARY
OF CONTENTS
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Client Interview Forms
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Engagement, Disengagement, Referral, & Nonreferral Letters
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Health Plan Problem Solving & Cash Sources
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Accelerated Death Benefits
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Customizing Wills & Related Documents for Medicaid
Eligibility
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Intrafamily Transfers
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Trust Instruments
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Client Correspondence & Retitling of Assets
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Evaluating Residences
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Medicaid in the Home
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Aging in Place
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Guardianship
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Residence of Gay,
Lesbian or Unmarried Heterosexual Couples
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Powers of Attorney
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Health-Care Powers of Attorney
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Competency Evaluation
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Special Needs trusts
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Wills Without Tax Planning
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Wills With Tax Planning
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Special Will Clauses
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Revocable Trusts
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Irrevocable Life Insurance Trust
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Related Testamentary Forms
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Client Correspondence and Retitling of Assets for Estate
Planning
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Marrying Later in Life
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Print Order Code AEDF Published 12/99.
$195. One 5-ring binder plus diskette, updated two times per year.
Companion to "Advertising the Elderly or Disabled Client" by
Lawrence A. Frolik
To order or for more information on
"Representing the Elderly or Disabled Client,"
please call your RIA Group sales representative, or call RIA at
1-800-431-9025.
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