In honor of “Developmental Disabilities Awareness Month,” proclaimed by President Ronald Reagan in March 1987, this month’s issue of The ElderCounselor™ examines the unique planning requirements of families who have loved ones with special needs. Understanding the pitfalls associated Continue reading
Category: Special Needs Planning
Case Illustrates Need for a Formal Contract When Paying Relatives for Care
A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help. But some fail to memorialize these Continue reading
Problems with Guardianship Abuse Leading to Calls for Reform
A growing problem with adult guardianship abuse is causing calls to reform the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.
A guardian is someone appointed by a court to make Continue reading
Heir Liable for Reimbursement of Mother’s Medicaid Expenses
A California appeals court rules that the heir of an estate who sold her interest in her mother’s house to her brother is liable to the state for reimbursement of her mother’s Medicaid expenses. Estate of Mays (Cal. App., 3d, No. C070568, June 30, 2014).
Medi-Cal (Medicaid) recipient Continue reading
