| 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 |
|
| Applications
and the Appeals Process Attachment
1: Advocacy tips for Responding to The Deficit Reduction Act of 2005
Attachment
2: Single Points of Entry
Attachment
3: Ask Your Legislator to Vote
Attachment
4: Sample Cover Letter
Attachment
5: Frequently Asked Questions
Attachment
6: OCR Fact Sheet
Attachment
7: Discrimination Complaint
Attachment
8: Complaint and Jury Demand |
|
Anatomy
of a Special Needs Trust: Duty of Loyalty
This
presentation was on behalf of NAELA and reviewed the complex relationships an
attorney and/or trustee may have in drafting or administering a trust. There is
a loyalty due to the Grantor or Settlor of the trust, as well as a level of responsibility
to the beneficiaries. |
|
Understanding
SSDI: How to Get it, Handle Denials or Loss of Benefits, Overpayments, and Coordinate
it with Other Benefits This
NAELA presentation was part one of a two part session on SSDI and Medicare Benefits.
My dear friend Sandy Mall and I spoke about the comprehensive subject listed above.
|
|
Special
Needs Trusts, Public Benefits Eligibility and Housing Issues for People with Disabilities
This
presentation was on behalf of NAELA and was held at the Advanced Elder Law Institute
held in Kansas City. I was honored to be the last speaker at the Law Student Day
(a free one-day event for all law students to participate in at the NAELA Institute
and learn about Elder Law.) |
|
Administration
of Special Needs Trusts
NAELA
Telephonic Elder Law Training Program
- November 13, 2008 Sponsored
by the Trust Special Interest Group on Administering Special Needs Trusts. Frank
Dana and I presented on investment and administration challenges trustees
of special needs trusts are experiencing. There were over 50 participants in the
call, and a good discussion was had by all on these important topics. |
|
| Federal
Housing Subsidies - Overview Attachment
1: Section 8 Administrative Plan
Attachment
2: Income Inclusions and Exclusions
Attachment
3: Summary of Asset Inclusions and Exclusions
Attachment
4: A Message From the Chair (Trust SIG News)
Attachment
5: Letter from apartment complex re: pooled trust
Attachment
6: Letter re: pooled trust
Attachment
7: Letter re: decision on pooled trust distributions
Attachment
8: Newsletter
Attachment
9: Using the Olmstead Decision as Advocacy Tool
Attachment
10: Policy & Practice Guideline |
|
| Medicaid
Outside the Context of Long Term Care, Including Special Needs Trusts
Attachments
1-3
Attachments
4-8 |
|
| Representing
and Acting as Trustee of a Special Needs Trust I.
The Drafting is Only the Beginning Attachment
1: Letters to Social Security Administration
Attachment
2: Permissible Distributions List
Attachment
3: Letter from Social Security Administration
Attachment
4: Letter re: Rental Income Impact
Attachment
5: Response Letter
Attachment
6: Letter of Intent Information
Attachment
7: Letter of Intent Sample
Attachment
8: Letter of Intent Sample |
|
| Top
Ten Disability Issues to Incorporate Into Your Law Practice Attachment
1: Making a Difference: A Role for Lawyers in Economic Development
Attachment
2: No Longer Immune, Court Opens Door to Cases Claiming Link Between Autism
and Vaccine Preservative
Attachment
3: Essay re: Investigation into Living Conditions for Physically Challenged
People in Texas
Attachment
4: Health Care Values History Form
Attachment
5 : Patient Advocate Designation for Mental Health Treatment
Attachment
6 : Patient Advocate Designation for Medical and Mental Health Treatment
Attachment
7: Petition for Order to Seal Records
Attachment
8 : Meaning of Homeownership for Individuals with Developmental Disabilities
Attachment
9 : Schott v. Olszewski (Court of Appeals decision re: Medicaid refusal to
reimburse patient)
Attachment
10: Status Report: Litigation Concerning Home and Community Services for People
with Disabilities
Attachment
11: Address Medicaid's Institutional Bias and Expand Your Practice
Attachment
12: Request for Community Based Services Under State's Waiver Program (Cover
letter, Discrimination Complaint, Instructions on filing complaint, FAQs, Complaint
and Jury Demand)
Attachment
13: Policy Research Brief |
|
| Trials and Tribulations
of Trusteeship On 3/14/08,
Patti 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 |
|
| Why
Add Elder Law and Planning for People with Disabilities to Your Practice? Attachment
A: Beler Howlett Newsletter (Fall/Winter 2003)
Attachment
B1: Home Help and Long Term Care Reform
Attachment B2: Elder Law Advocate
Attachment
C: Beler Howlett Newsletter (Spring/Summer 2004)
Attachment
D : Michigan's 7th Annual Self-Determination Conference
Attachment
E: News You Can Use
Attachment
F : The Trust SIG News |
|
| Client
intake and other forms/contracts/information: |
| Appointment
of Representative (SSA form) - Those
that want to help a family member apply for benefits should have the family member
sign this.
Charitable
Contribution for an Individual's Benefit (memo) Client
Information / Intake Form (estate planning matters) Client
Information / Intake Form (non estate planning matters) Client
Information / Intake Form (OBRA 1993 clients) Client
Information / Intake Form (OBRA 1993 lawyers) Documents
Required When Filing for SSI and/or SSDI Duties
and Responsibilities of the Trustee of a Special Needs Trust Estate
Planning:
Estate
Planning Outline
How
Often Should You Review Your Estate Plan? Expense
Report (sample) Freedom
of Information Act request letter Health
Care Values History Form (updated) Joinder
Agreement Letter
of Intent Information Medicaid
Checklist of Documents Notice
of Fees (non estate planning matters) Notice
of Fees (pooled account holders) Personal
Care Contract Personal
Service Contract Policy
on Review of Another Firm's Work Pooled
Account Trust List of Permissible Distributions Possible
Use of Charitable Remainder Trust (letter) Special
Needs Trust Checklist |
|
| Court
Pleadings: |
| Brief
in Support of the Continuation of the Special Needs Trust Brief
Regarding Approval of Co-Trustee and Attorney Fees Memorandum
- In Support of Petition for Protective Order (re Pooled Accounts Trust) Opinion
& Order (re Petition for Review) Petition
for Reimbursement of Attorneys Fees |
|
Press
Releases: |
| Local
Attorney Attends Special Needs Meeting in New Orleans
Patti's
participation in the 2nd Annual Meeting of the Academy of Special Needs Planners
(March 28-29, 2008) |
