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Client and presentation materials
"Trusts in Litigation: Special Needs Trusts and 468B Trusts", materials for a January, 2007, presentation to the Arizona Trial Lawyers Association's "Learn at Lunch" program in Tucson
"Now You Have a Trust" (Fleming & Curti client seminar materials)
"Now You Have a Trust" presentation outline
"The Beneficiary Controlled Dynasty Trust," an interesting and original 70+ page article on the subject by Las Vegas, NV, attorney Steven J. Oshins for the Maryland Advanced Tax Institute--UPDATED 7/2/2001for Nebraska Continuing Legal Education
Kelly Frere's caregiver contract (Kelly is a Tennessee lawyer and member of the National Academy of Elder Law Attorneys)
Elaine Schwartz' fee agreement for probate cases (Elaine is a Florida lawyer and member of NAELA)
The American Bar Association's "Tool Kit for Health Care Advance Planning" (this set of documents is a very good starting point for preparing instructions and values statements for clients). WARNING: If you download the Tool Kit documents, we INSIST that you also download the ABA's order form and send them $24 plus $5 shipping and handling. If we don't hear that they are getting a sufficient number of forms sent in, these documents will be taken off our site and the only way anyone will be able to get them is to prepay the ABA.
The ABA Tool Kit is a set of ten documents, formatted in Microsoft Word. When opened in WordPerfect, they should retain formatting fairly well. If you get a message that you do not have Word installed, you can save the file to your local machine and open it in WordPerfect (but perhaps not in version 6.1) later. There is even a cool logo; you can replace it with your firm's logo for consistency of message.
If you prefer, you can download individual "tools" from the ABA Tool Kit:
- Tool #1 How to select your health care agent or proxy
- Tool #2 Are some conditions worse than death?
- Tool #3 How do you weigh odds of survival?
- Tool #4 Personal priorities and spiritual values important to your medical decisions
- Tool #5 After death decisions to think about now
- Tool #6 Conversation scripts: getting past the resistance
- Tool #7 "Proxy IQ Test" for family and physician
- Tool #8 What to do after signing your health care advance directive
- Tool #9 Guide for health care proxies
- Tool #10 Resources: advance planning for health care
Do you have original material (seminar presentations, judicial decisions, articles, etc.)? E-mail me with your submission as an attachment.
Search Elder-law.com (other than these materials)
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