Elder Law

Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes

June 4, 2014

by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...

The Essence of Estate Planning: Let the Journey Begin

May 8, 2014

At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...

Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)

February 18, 2014

By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an ...

An Uncomfortable Conversation

June 9, 2013

I often joke that we need to install a wine bar in the corner of our conference room, or maybe even a soft ice cream ...

Housing for Veterans in Need of Assistance and the Negative Impact of the VA’s Recent “Fast Letter”

December 11, 2012

One of the more challenging aspects of aging involves figuring out what housing is appropriate for us at different stages of life and how we ...

Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)

November 29, 2012

I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...

Planning for the Protection of the Elderly or Disabled

October 24, 2012

A few months ago, I received a telephone call from an obviously distressed gentleman, who I will call Sam.* Sam’s elderly father, Frank, was in ...

Fiduciary Selection: A Critical Part of Any Well-Prepared Estate Plan (Updated May 2023)

May 5, 2011

by Richard M. Morgan & Loraine M. DiSalvo In the estate planning context, a “fiduciary” is someone who will serve in a role of authority ...

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