This is an important resource for attorneys and related professionals to help their clients in resolving - and avoiding - disputes that occur in the estate planning process. Written by a team of experienced attorneys and mediators, Mediation for Estate Planners provides the fundamental knowledge and basic tools employ mediation within an estate planning practice. It provides practice-proven guidance on recommending mediation to clients, either at the planning stage or soon after a dispute surfaces, so that families may be able to resolve disagreements before entrenched positions are established. The book considers all relevant issues involving the use of mediation in an estate planning practice, including drafting mediation clauses for estate planning documents; using mediation to resolve probate and trust disputes; addressing family business succession; guardianship and conservatorship issues; using mediation in hospital settings when families face difficult end of life decisions; working through disputes between trustees and beneficiaries; and more.
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.
Best Practices from Leading Consultants and Certified Medical Planners
Author: David Edward Marcinko
Publisher: CRC Press
Category: Business & Economics
It is not uncommon for practicing physicians to have more than a dozen separate insurance policies to protect their medical practice and personal assets. Yet, most doctors understand very little about their policies.Risk Management, Liability Insurance, and Asset Protection Strategies for Doctors and Advisors: Best Practices from Leading Consultant
Managing Interpersonal Conflict is a systematic review of conflict research in legal, institutional and relational contexts. Each chapter represents a summary of the existing quantitative social science research using meta-analysis, with contexts ranging from jury selection to peer mediation to homophobia reduction. The contributors provide connections between cutting-edge scholarship about abstract theoretical arguments, the needs of instructional and training pedagogy, and practical applications of information. The meta-analysis approach produces a unique informational resource, offering answers to key research questions addressing conflict. This volume serves as an invaluable resource for studying conflict, mediation, negotiation and facilitation in coursework; implementing and planning training programs; designing interventions; creating workshops; and conducting studies of conflict.