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Planning for the Elderly in Florida

This up-to-date practice guide provides analysis and commentary on the laws ...


Availability: In Stock
Publisher :Matthew Bender
Format: 1 volume, looseleaf, updated annually , BOOK
ISBN: 9780820557113
2003
  $189.00
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    This up-to-date practice guide provides analysis and commentary on the laws and regulations affecting the elderly in Florida, as well as checklists and forms to facilitate counseling and drafting. A glossary of acronyms provides a handy reference for abbreviations of common agencies, programs, and other terms. Planning for the Elderly in Florida covers a wide range of issues of concern to the elderly in Florida, including:

  • Social Security benefits available to retired and disabled wage earners, spouses, dependents, and survivors;
  • Relevant federal income tax issues, including tax rates and exemptions, medical expense deductions, treatment of life insurance proceeds, and credits for the elderly and disabled and for a dependent¿s care;
  • Medicare eligibility and coverage as well as Medicare supplemental insurance (Medigap) policies;
  • Medicaid coverage and eligibility criteria, the rules governing the transfer of assets by a person who applies for Medicaid benefits in Florida, and the avenues available to Medicaid applicants who have been denied coverage;
  • Residents¿ rights in long-term care facilities, including nursing homes, assisted living facilities, and adult family care homes;
  • Planning for incapacity, including property management (durable powers of attorney, revocable living trusts, and joint ownership) and health care decisions (living wills, health care surrogate designations, do-not-resuscitate orders, health care proxies, as well as long-term care insurance);
  • Guardianship and its use, the procedure for initiating a guardianship, and the guardian¿s powers and limitations;
  • Social service programs available to seniors in Florida, the agencies responsible for their oversight, and program eligibility requirements; and
  • Elder abuse and the various remedies available to protect individuals and redress injuries.

    • Glossary of Acronyms
    Chapter 1 Overview
    Chapter 2 Ethical Considerations in an Elder Law Practice
    Chapter 3 Social Security Benefits
    Chapter 4 [Reserved]
    Chapter 5 Income Tax Savings
    Chapter 6 [Reserved]
    Chapter 7 Medicare
    Chapter 8 Medicaid: General Considerations
    Chapter 9 Medicaid: Income and Asset Requirements
    Chapter 10 Medicaid: Transfer of Assets, Liens, and Estate Recovery
    Chapter 11 Medicaid: Advocacy
    Chapter 12 [Reserved]
    Chapter 13 Residents' Rights: Long-Term Care Facilities
    Chapter 14 Planning for Incapacity: Property Management
    Chapter 15 Planning for Incapacity: Health Care Decisions
    Chapter 16 [Reserved]
    Chapter 17 Guardianship
    Chapter 18 Florida's Social Service System
    Chapter 19 Elder Abuse
    Chapter 20 [Reserved]
    Index

     

    Rebecca C. Morgan


    Professor Morgan is the Boston Asset Management Faculty Chair in Elder Law and Director of the Center for Excellence in Elder Law at Stetson University College of Law. Professor Morgan teaches a variety of elder law and skills courses, and oversees the Elder Law concentration program for JD students. She is a co-author of Tax, Estate & Financial Planning for the Elderly and its companion forms set, Tax, Estate & Financial Planning for the Elderly: Forms & Practice, and a co-author of Planning for the Elderly in Florida.

    She is a Past President of the National Academy of Elder Law Attorneys and Past President of the Board of Directors of the National Senior Citizens Law Center. Professor Morgan is a member of the academic advisory board for the Borchard Foundation Center for Law and Aging, an academic fellow of the American College of Trusts & Estates Counsel, and a past chair of the American Association of Law Schools Section on Aging and the Law and of the Florida Bar Elder Law Section. She served as a special advisor to the ABA Commission on Law and Aging, was the reporter for the Uniform Guardianship and Protective Proceedings Act, and was on the Faculty of the National Judicial College. She served on the Florida Attorney General's Task Force on Elder Abuse and the Legislative Guardianship Study Commission.

    Professor Morgan was the recipient of the 2003 Faculty Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the NAELA Unaward in November 2004 for her accomplishments in the field of elder law. Professor Morgan, along with Professor Roberta Flowers, received the 2005 Project Award on Professionalism from the Florida Supreme Court Commission on Professionalism for their video series on ethics in an elder law practice. She has authored a number of articles on a variety of elder law issues and has spoken a number of times on various subjects of elder law.

    Mary Alice Jackson


    Mary Alice Jackson was one of the first attorneys to become board-certified in Elder Law, in 1998, when board certification in the practice was approved by the Florida Bar. She is a partner in the firm of Boyer & Jackson, P.A., in Sarasota and practices exclusively in the area of elder law, with an emphasis in Medicaid eligibility, disability planning, guardianship, long-term care planning, advance directives and end-of-life issues, powers of attorney, estate administration, estate planning, and elder exploitation. Ms. Jackson is a Member and Past Chair (1999¿2000), Elder Law Section, Florida Bar; Chair of the Board of Trustees, Hospice of Southwest Florida, Inc., and President-Elect, Board of Directors, Sarasota County Bar Association. Ms. Jackson is also an Adjunct Professor at Stetson University College of Law. In addition, she lectures frequently on elder law topics.

    Edwin M. Boyer


    Edwin M. Boyer is a Florida Bar Board-Certified Elder Law Attorney and a partner in the law firm of Boyer & Jackson, P.A. He has practiced law in Sarasota, Florida, since 1978. He is a member of the Board of Directors of the National Academy of Elder Law Attorneys (NAELA), past Editor of the NAELA Quarterly, and he presently serves as chair of that organization¿s publications committee. In addition, Mr. Boyer serves on the Certification Test Writing Committee for the National Elder Law Foundation and is Guardianship Chair of the Elder Law Section of the Florida Bar. Mr. Boyer practices in the area of Elder Law with an emphasis on guardianship; estate planning and administration; advance directives and end-of-life issues; nursing home residents¿ rights; and elder exploitation.

     

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