- Aging Parents Planning - Text of Powerpoint February 12th, 2013
- Testamentary Capacity and Chronic Illness Case Studies for Discussion February 2nd, 2012
- Planning for Those with Health Concerns After 2010 Tax Act October 9th, 2011
- Estate and Financial Planning for those Living with Multiple Sclerosis October 7th, 2011
- Planning for Chronic Illness - National Estate Planning Awareness Week Webinars October 7th, 2011
- Revocable Trusts and Chronic Illness April 4th, 2011
- Planning for Cystic Fibrosis January 31st, 2011
- Chronic Illness Revocable Trust Provisions March 23rd, 2010
- Tax and Estate Tips February 8th, 2010
- Disability Planning January 3rd, 2010
- Modifying Estate Planning Documents for Someone Living with Parkinson’s Disease December 6th, 2009
- Recently Diagnosed with Chronic Illness November 1st, 2009
- Financial Planning for Those Living with Multiple Sclerosis or Other Chronic Illnesses September 6th, 2009
- Financial Protection For Those Living With MS or Other Illnesses September 6th, 2009
- Special Needs Trusts (SNT) Planning June 23rd, 2009
- Estate Planning for Clients with Alzheimer’s April 24th, 2009
- IMPROVEMENTS TO THE HOUSE FOR MEDICAL PURPOSES April 24th, 2009
Chronic Illness Planning Tips
Chronic Illness Planning Audio
- Introduction to Special Needs Trusts (SNTs) and Special Needs Planning (6:43) June 1st, 2009
- Glossary of Special Needs Trusts (SNTs) and Special Needs Planning Terminology (18:50) June 1st, 2009
- Administration of Special Needs Trusts (SNTs) (8:53) June 1st, 2009
- "Estate Planning for those with Multiple Sclerosis" Presented at the National Multiple Sclerosis Society annual convention, Dallas, Texas. (53:48) April 26th, 2009
- Health Issues & Estate Planning: Competency, HIPAA, Chronic Illness (40:33) April 26th, 2009
Chronic Illness Planning Recent Seminars
- Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 3 October 12th, 2010
- Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 2 October 12th, 2010
- Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 1 October 12th, 2010
- Chronic Illness Planning Seminar October 22nd, 2010
- Estate and Financial Planning for those Living with Chronic Illness or Disability pt5 December 15th, 2009
Chronic Illness Planning Videos
- What is a Living Will? July 9th, 2009
- Planning For Chronic Illness January 29th, 2007
Chronic Illness Planning Powerpoints
- Chronic Illness: Estate, Financial and Related Planning October 6th, 2009
Chronic Illness Planning Forms
- HIPAA General Short Form April 24th, 2009
- HIPAA Rlease Chronic Illness Provisions April 24th, 2009
- Health Care Proxy Shorter Form April 24th, 2009
Chronic Illness Planning Question & Answers
Powers of attorney
December 3rd, 2009
I was told that since I have a multiple sclerosis I should sign an general power of attorney and not use a springing power. What does this all mean and why and how is it different from the power of attorney a lawyer prepared for me years ago before my diagnosis? Read the Answer…
Residual disability - private disability claim
December 3rd, 2009
I was diagnosed with MS and because of complications I have to cut back at work. I was told I should file a claim with my private disability company even though I will be able to work as i might qualify for what they called residual disability benefits. Any suggestions? Read the Answer…
