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Estate Planning › Mental Health

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Offit Kurman

Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy

Offit Kurman on

In this episode of the Sandwich Generation Survival Guide, host Candace Dellacona speaks with Nicole àBeckett and Dr. Shruti Roy, co-founders of the innovative technology platform Hero Generation. Nicole and Shruti share...more

IR Global

Your Teen Just Turned 18 – Now What? Create a Young Adult Safety Plan Before They Head to College

IR Global on

Graduation season is a time of pride, celebration, and transition. As Arizona’s high school seniors prepare to head off to college, trade school, work, or independent life, many families are navigating more than just dorm...more

The Estate Lawyers

Dementia Does Not Have to Derail Estate Plans

The Estate Lawyers on

The Alzheimer’s Association says that more than 55 million people are living with dementia worldwide. In the United States the figure for Alzheimer’s alone is nearly 7 million, on pace to hit 13 million by 2050. We all know...more

Offit Kurman

Navigating Solo Aging with Dr. Gerda Maissel

Offit Kurman on

Join host Candace Dellacona in this insightful episode of The Sandwich Generation Survival Guide, featuring Dr. Gerda Maissel, founder of My MD Advisor. Candace and Dr. Maissel discuss “solo agers” and the unique challenges...more

Lowndes

What Families Need to Know

Lowndes on

There is often confusion regarding mental capacity in the legal context. This is true not only for families but even for experienced legal professionals. Additionally, litigating issues of mental capacity can take an...more

Farrell Fritz, P.C.

Invalidating Legal Documents and Transactions in Article 81 Guardianship Proceedings

Farrell Fritz, P.C. on

Much has been written about courts invalidating instruments or transactions after a person’s death. Courts invalidating instruments or transactions during a person’s lifetime is discussed less often. A mechanism for doing so...more

Rivkin Radler LLP

Estate Planning for Loved Ones Struggling with Mental Health and Substance Abuse Disorders

Rivkin Radler LLP on

May is mental health month, the perfect time to address this important topic. Mental health and substance abuse disorders affect many families. These issues need to be considered in estate planning. Mental health and...more

Charles E. Rounds, Jr. - Suffolk University...

May a Mentally Incapacitated Trustee Be Held Personally Liable for His Breaches of Trust?

Charles E. Rounds, Jr. - Suffolk University... on

Assume sole trustee of an irrevocable discretionary trust for benefit of deceased settlor’s descendants living from time to time suffers a sudden unforeseen mental disability that causes trustee to imprudently administer the...more

Mandelbaum Barrett PC

Understanding Guardianship: Lessons from Wendy Williams’ Legal Battle

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It is fascinating when the types of cases we handle in our practice come to life in the media. Recently, former talk show host Wendy Williams has been the subject of media attention because she has a court-appointed...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning for Parents of Children With Mental Illness

Chambliss, Bahner & Stophel, P.C. on

Mental illness in the United States is more common than most people may think. More than one in five U.S. adults live with a mental illness and one in six U.S. youth aged 6 to 17 experience a mental health disorder each year....more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: December 2024 Issue

Mandelbaum Barrett PC on

The Great Wealth Transfer: Preparing the Next Generation - The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down approximately $84 trillion to Gen Z, Millennials, and Gen X. But what...more

Winstead PC

Court Affirmed Finding That Testator Had Capacity To Execute A Will, Was Not Unduly Influenced, And That The Appointment of...

Winstead PC on

In In the Estate of Flarity, a son of the testator challenged the trial court’s probating of a 2004 will and the appointment of two of his siblings, named in that will, as executors. No. 09-19-00089-CV, 2020 Tex. App. LEXIS...more

Downey Brand LLP

Memo to #FreeBritney Fans: How California Conservatees May Challenge Their Conservators

Downey Brand LLP on

For more than a decade, some of Britney Spears’s most devoted fans feared that she was locked up against her will under a court-ordered conservatorship, even going as far to accuse her father, Jamie Spears, of drugging her to...more

Flaster Greenberg PC

Is My Memory Loss Normal Aging or Something More?

Flaster Greenberg PC on

Garden variety memory lapses, like misplacing car keys, are normal, but where do you draw the line? A good rule of thumb is that if you notice that your loved one has repeated episodes of memory loss, and/or troubling...more

Chambliss, Bahner & Stophel, P.C.

Guns and Dementia: Dealing With A Loved One's Firearms

Chambliss, Bahner & Stophel, P.C. on

Having a loved one with dementia can be scary, but if you add in a firearm, it can also get dangerous. To prevent harm to both the individual with dementia and others, it is important to plan ahead for how to deal with any...more

Downey Brand LLP

A Neuropsychologist’s Take on Mental Capacity Evaluation

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Mental capacity issues are commonplace in California trust and probate litigation. Jonathan Canick, Ph.D., who spoke last year at the Sacramento Estate Planning Council on the subject of “Aging, Cognition and Capacity,”...more

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