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Estate Planning and Taxation: Ch 12. Client Education and Counseling (Includes Ch 13)

Peter B. Scott and Karen L. Brady
Item No: BK2035-12
Price: $25.00
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CHAPTER 12: CLIENT EDUCATION AND COUNSELING
§ 12.1 Introduction
§ 12.2 How to Listen Carefully
§ 12.3 Communicating in a Language the Client Understands
§ 12.4 Using Diagrams
§ 12.5 Using Hypothetical Examples
§ 12.6 Making Suggestions While the Client Retains the Ultimate Choice
§ 12.7 Ensuring that the Client Understands Enough to Make an Informed Decision
§ 12.8 Ensuring that the Client Has Testamentary Capacity
§ 12.9 Setting the Client’s Goals
§ 12.9.1 Preservation and Transfer of Wealth as Client Goals

CHAPTER 13: PLANNING FOR THE LIFE OF THE CLIENT
§ 13.1 Overview of Elder Law
§ 13.2 Planning for Disability
§ 13.3 Medicare, Generally
§ 13.4 Medicaid, Generally; Planning Considerations
§ 13.4.1 Medical Eligibility for Medicaid Long-Term Care or HCBS
§ 13.4.2 Income Eligibility for Medicaid Long-Term Care or HCBS
§ 13.4.3 Asset Eligibility for Medicaid Long-Term Care or HCBS
§ 13.4.4 Spousal Impoverishment Provisions
§ 13.4.5 Penalty for Asset Transfers
§ 13.4.6 Planning Considerations
§ 13.5 Other Benefit Programs

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