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Estate Planning and Elder Law Blog

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What is a POD account ?

How a Bloodline Trust Can Save My Money from a Spendthrift Son-in-Law?

Posted on: September 18, 2020 | By: David Parker, Esq.
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
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What was in Ray Liotta 's Will

How Do I Find a Great Elder Law Attorney ?

Posted on: September 17, 2020 | By: David Parker, Esq.
Finding and elder law attorney is as easy as googling, “elder law attorney near me.” Anyone can find an elderly law attorney but finding the right one is where things get a tad difficult. If you want your elder law case to be in the right hands, then you might have to do a bit of digging.
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Legal Guardian and conservatorship

What Is a Fiduciary and a Fiduciary Duty ?

Posted on: September 16, 2020 | By: David Parker, Esq.
A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.
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When the Ward turns 18.

What Happens when an Autistic Child Turns 18, are they a Ward ?

Posted on: September 15, 2020 | By: David Parker, Esq.
If you feel that your child will be incapable of making adult decisions on their own behalf, you can pursue a legal guardianship, so that you will retain the rights to make those decisions for them.
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What to know about guardianship ?

Protecting Assets with a Revocable Trust

Posted on: September 14, 2020 | By: David Parker, Esq.
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
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What wrong with the Presley estate?

Why Can’t Doctors Recognize Lewy Body Dementia ?

Posted on: September 11, 2020 | By: David Parker, Esq.
Lewy body dementia reached the public eye in 2014, after reports that Robin Williams died with diffuse Lewy body disease. However, despite the fact that Lewy body dementia is the second most common dementia, it remains frequently unrecognized.
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Daughters of Don Lewis from Tiger King File Lawsuit

Posted on: September 10, 2020 | By: David Parker, Esq.
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
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Assistance for caregivers

What Is a Caregiver Agreement ?

Posted on: September 9, 2020 | By: David Parker, Esq.
As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.
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New IRS portability rules

How to Make Beneficiary Designations Better

Posted on: September 8, 2020 | By: David Parker, Esq.
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
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What Happened to Phil Spector

A Four-Decades Longest Social Security Scam Finally Ends

Posted on: September 7, 2020 | By: David Parker, Esq.
In February, Social Security officials calculated that a woman who was sent monthly checks for decades was 114 years old. The problem? The lifelong New Yorker died more than 40 years ago—and may never have seen a penny of her retirement checks totaling nearly a half-million dollars.
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