ElderLaw News July 2010

Download the printable version (PDF)

To Clients, Colleagues and FriendsTo Clients, Colleagues, and Friends:

Report Looks at What People Are Paying for Long-Term Care Insurance

More than a third of individuals who recently purchased long-term care insurance are paying less than $1,499 a year for the coverage, according to a new report by the American Association for Long-Term Care Insurance.


Online Legal Documents Company Sued Over Flawed Estate Plan

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning documents, is the target of a class action lawsuit in California charging that the company engages in deceptive business practices and is practicing law without a license.


Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide


Planning an estate involves fitting together many pieces. This book explains in a straightforward and easy-to-understand way all the different puzzle pieces and how they interconnect.


Crummey Trusts: A Way to More Safely Give Gifts to Children

Many parents and grandparents want to pass their wealth to their children while they are still alive. A “Crummey” trust offers a way to take advantage of the gift tax exclusion while keeping the money in a trust until the child is old enough to handle it.


Court Again Rules That Part D Recipients Must Repay Mistaken Refunds

A federal appeals court has again ruled that 230,000 Medicare Part D beneficiaries who were erroneously mailed a premium refund do not have the right to apply for a waiver excusing them from repaying the money.