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Patti’s Publications About Estate Planning « Estate Planning


Articles, publications and presentations
by Patricia E. Kefalas Dudek
related to estate planning issues
faced by people who are elderly and their families


Patti's Publications on Estate Planning

  • Advising Clients and Drafting Advanced Health Care Directives

    I. Effective Planning Techniques for Incapacity
    II. When it is Too Late – Protecting the Individual After Incapacity Strikes
    Appendix 1: Health Care Values History Form
    Appendix 2: Sample draft of a Patient Advocate Designation for Medical and Mental Health Treatment
    Appendix 3: Sample draft of a Patient Advocate Designation for Mental Health Treatment
    Appendix 4: Sample Petition for an Order to Seal Records
    Appendix 5: Request for Driver Evaluation from the Michigan Department of State
    Appendix 6: OBRA-93 Trust Options for Persons with Disabilities
    Appendix 7: Permissible Distributions

  • Trials and Tribulations of Trusteeship

    On 3/14/08, I spoke at the Suffolk University Law School on this subject. Documents listed below were handed out there and can be obtained through the law school's website.

    Special Needs Trust Checklist
    Criminal Background Check and Authorization
    Letter to Trustee: Full Explanation of Duties
    Letter to Trustee: Special Needs Expenditures
    Letter of Intent for Minors
    Letter of Intent (as written by mother)
    Letter re: Section 8 and Eligibility

  • Charitable Contribution for an Individual's Benefit (memo)

    Estate Planning Outline

    How Often Should You Review Your Estate Plan?

  • OBRA-93 Trust Options for Persons with Disabilities (2005 revisions)
    Families who have a loved one with a disability have unique financial and estate planning needs. Parents are frequently concerned about who will look after their child with a disability if they, themselves, become disabled. Families further question who will care for their loved one after they are gone. Fortunately, families are learning that trusts exist which can provide for the needs of a loved one while preserving eligibility for various governmental benefits and services.

  •  Why Plan for the Future?