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Estate Planning – General « Patti’s Publications

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Patti's Publications re: Estate Planning (General)


  • What is Your Digital Legacy? (pdf of PowerPoint presentation)
  • Presentation at Changes and Choices Conference (September 21, 2011)
    (an Interdisciplinary Conference sponsored by the Elder Law and Disability Rights Section of the State Bar of Michigan)
  • Have you ever wondered what will happen to your Face book Account or other digital assets if you become disabled or when you die? Are there some personal profiles or digital profiles that you want to LIMIT access to?? Then, this presentation and materials is for you…

  • How Often Should You Review Your Estate Plan?
  • Every Year For Large Estates:  If you have a large estate (valued over the unified credit amount, you should review your estate plan at least annually.  This is true even if no major changes have taken place in your life and your original plan still seems adequate.  After all, a year does not go by without significant changes in the federal tax laws.  You need to stay on top of these changes because they may require you to update your estate plan in order to achieve the best results.

  • Kevin's Law (Assisted Outpatient Treatment)
    The Michigan Congress passed a series of bills that address Assisted Outpatient Treatment ("Kevin's Law") and Patient Advocate Designations for mental health treatment.  These developments may have a signficant impact on persons receiving mental health treatment as well as estate planning.