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FACING THE LEGAL CHALLENGES OF THE SANDWICH GENERATION
FALL 2012
John Montagu, 4th Earl of Sandwich
THE SANDWICH GENERATION
John Montagu, 11th Earl of Sandwich
HAVING A WRITTEN PLAN
• Control of Administration and Distribution• Disinheritance• Planned Giving
POWERS OF ATTORNEY
• Durable Power of Attorney• Patient Advocate Designation• HIPAA Release
• GuardianshipoCourt appointedoMedical careoFood, clothing, shelter needs
• ConservatorshipoCourt appointedoFinancial issues
NO WRITTEN PLAN IN PLACE…
• Long Term Care Planning • Medicaid Planning• Veteran’s Benefits• Abuse and Neglect Issues
LONG TERM CARE
DON’T FORGET ABOUT YOU AND YOUR CHILDREN
Protection for minor children:• Guardian• Conservator• Testamentary Trust • Special Needs
TAKE ACTION – DON’T WAIT
• Make sure estate planning documents are up to date
• Review plans annually
• Don’t try to do this yourself
Presented by:
HOWARD H. COLLENS
GALLOWAY AND COLLENS, PLLC
26075 WOODWARD AVENUE
SUITE 200
HUNTINGTON WOODS, MICHIGAN 48070
(248) 545-2500
GALLOWAYCOLLENS.COM
Howard@GallowayCollens.comTwitter: @howardcollens
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