NAELA Journal Volume 20 Issue 2 e-Issue

NAELA Journal Fall 2024

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NAELA Journal Volume 20 Issue 2 e-Issue

Supported Decision-Making: Paving the Way to Empowerment

By  Stephen W. Dale, J.D., LLM, and Peter J. Wall
Learning about and embracing the concept of supported decision-making provides an opportunity for planners to further assist their settlor/clients and empower beneficiaries to be more self-reliant than ever.

Use of Pooled Special Needs Trusts in Estate Planning

By  Jennifer A. Crane, Esq.
This article attempts to debunk the most common misconceptions regarding standalone and pooled special needs trusts to enable elder law and special needs law attorneys to better advise their clients on what to look for when selecting a PSNT provider.

Long-Term Care Insurance: The Rise of Life Combination Policies

By  Don Levin, J.D., MPA, CLF, CSA, LTCP, CLTC
To help you guide your clients as they plan for the future, this article presents an overview of LTCI, both traditional and life combination products, which combine life insurance or annuity contracts with coverage for long-term care.

Golden Visas: A New Journey for Estate Planning?

By  Debra Silberstein, Ph.D., J.D., Amy Delaney, CELA, CAP, Sofia Martinez-Guasch, Esq., Simona Segundo, and Michael Bannister, Esq.
This article looks at Golden Visas as retirement and/or estate planning opportunities for elder law attorneys to discuss with their clients. Golden Visas may help clients expand their investments and generational wealth on a global scale.

Book Review: Sycamore Row

By  Jennifer A. Crane, Esq.
This novel is a masterful exploration of the legal, emotional, and moral complexities that arise in fiduciary litigation. For attorneys working in elder law, it offers a vivid and realistic portrayal of the challenges involved in will contests.

Book Review: Your Retirement — Dream or Disaster?

By  William J. Brisk, CELA, Fellow
Planning often fails because neither advisor nor client adequately consider long-term health concerns or diminished physical and mental capacities. While this book’s main audience is laypeople, elder law attorneys can benefit from reading it.

Fall 2024

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