Resource Center
Articles
Planning Considerations for Elderly Clients
Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel
“Old age is no place for sissies,” Bette Davis famously remarked. For those who reach that “place,” living those golden years well calls for good planning.
More than just a catchy phrase, the greying of America is a reality that continues to unfold. Consider: the elderly population (65 or older) is expected to double from its current 35 million to 70 million by 2030. With the rising senior population comes a corresponding rise in memory and cognitive issues caused by diseases like Parkinson’s and Alzheimer’s and correspondingly, unfortunately, a rise in potential for abuse, neglect and undue influence.
Please complete the form below to download this WealthCounsel Insight Brief to learn more.
Related Topics
Related Posts
- Estate Planning 101: Back to Basics Articles
- Helping Clients Leave a Legacy...Not Just an Inheritance Articles
- Estate Planning Refresh: When and How Your Clients Should Update Their Estate Plans Articles
- How (and Why) to Start a Virtual Law Practice Articles
- 5 Tips for a Better Law-Life Balance Articles
- Newlyweds, Nuptials, and the Uncomfortable Conversation of Estate Planning Articles
- Domestic Asset Protection Trusts after Toni 1 Trust Articles
- The Savvy Attorney: Adding Business Planning to Your Estate Planning Practice Articles
- 5 Essentials for New Estate Planning Attorneys Articles
- 5 Charitable Giving Mistakes to Avoid Articles
- Last-Minute Opportunities Before the New Tax Law Takes Effect Articles
- Tax Reform is Here: What You Need to Know to Advise Your Clients Articles
- How to Market Your Firm Using Social Media Transcript Articles
- Practice Development Pointers: Building Practices in an Age of Certainty Articles
- Business Planning Under the Tax Cuts and Jobs Act Articles
- Tips on Building Your Estate Planning Practice Transcript Articles
- The Tax Cuts and Jobs Act: Estate and GST Taxes Repealed; Retirement Accounts Remain Unaltered Articles
- 2017: The Year of the Series LLC Articles
- Why Elder Law Is Your Next Big Opportunity Transcript Articles
- On Golden Pond Presentation Articles
- Discussing the Unified Framework for a Broken Tax Code Transcript Articles
- What Attorneys Must Do to Survive in a Digital Age Transcript Articles
- First Look at the Unified Framework for Fixing Our Broken Tax Code Articles
- Amending an Irrevocable Trust: The Dos and Don'ts of Decanting Articles
- When the Irrevocable Trust No Longer Fits Articles
- What Every Estate Planner Should Know About Planning for Non-US Citizens Articles
- Estate of Powell: A New Example of Failed Deathbed Tax Planning Articles
- Practice Development in an Age of Uncertainty: Leveraging Competitive Forces and Technology into a Client Value Creation Monopoly Articles
- President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations Articles
- Drafting Third-Party Spendthrift Trusts after U.S. v. Harris Articles
- POTUS 45 and The First Hundred Days (and Planning in the Years to Come) Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- A Look at President Trump’s Latest Tax Plan Articles
- Get Startup Smart: Choosing the Right Entity for a New Business Articles
- Techno-Ethics Articles
- Employment Classification in the Gig Economy Articles
- Reality Bytes: Mandating an Urgent, New Approach to Dealing with Digital Assets Articles
- Deciding Whether to Use a Joint Trust or Separate Trusts for a Married Couple Articles
- Effective Disclaimer Planning Articles
- Planning for an Often Overlooked Family Member Articles
- Win-Win: Adding Retirement Planning to Your Estate Planning Practice Articles
- Cybersecurity and Ethics: Assessing Risks and Understanding Responsibilities Articles
- Risky Business: Shell Games and Substantive Consolidation Articles
- Summary of 2017 Estate Tax Repeal Legislation to Date Articles
- Domestic Asset Protection Trusts v. Prenuptial Agreements Articles
- What Do Americans Think About Estate Planning? Articles
- Which of These 5 Mistakes are You Making During Your Client Interviews? Articles
- I Cut, You Choose: Key Considerations in Drafting Deadlock Provisions Articles
- Is Your Company “Doing Business” in California? It May Depend on Who You Ask. Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 3 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 2 Articles
- Bypass Trusts: Capital Gains Tax Savings Strategies for 2017, Part 1 Articles
- Rev. Proc. 2016-49 Clarifies Relationship Between QTIP Planning and Portability Articles
- Three Ways Your Business Planning Practice May Be Impacted by Republican Tax Reform Proposals Articles
- Recent Transfer of Utah Jazz Provides Case Study in Dynasty Trust Benefits Articles
- Employee or Independent Contractor? Avoid “Victimizing” Your Workers Articles
- The Status and Evolution of Model Series LLC Legislation Articles
- Case Studies in Asset Protection, Part 6: Standalone Retirement Trusts (SRTs) Articles
- Hearing on the Proposed 2704 Regulations Leaves Open Questions Articles
- Case Studies in Asset Protection, Part 5: APTs, DAPTs, FAPTs, and Lifetime QTIPs Articles
- Is the “Death Tax” Really Dead? Articles
- Proposed Repeal of the Affordable Care Act: How Will Small Businesses Fare Articles
- Case Studies in Asset Protection, Part 4: ILITs, SLATs, and SATs Articles
- Special Needs Fairness Act Allows Disabled Individuals to Establish Their Own Special Needs Trusts Articles
- Case Studies in Asset Protection, Part 3: High Risk Assets Articles
- Case Studies in Asset Protection, Part 2: Bloodline Protection Articles
- What a Donald Trump Presidency Means for Business Planning Articles
- What a Donald Trump Presidency Means for Estate Planning Articles
- Case Studies in Asset Protection, Part 1 Articles
- To ILIT or Not to ILIT. That Is the Question. Articles
- Did You Say a Taxable Partnership? Articles
- Penny Wise & Pound Foolish: Counseling the Fee Sensitive Client Articles
- Assisted Reproductive Technology and the Law Articles
- Add Depth and Trust to Client Relationships with an Ethical Will Articles
- A Primer on Planning for Special Needs Beneficiaries Articles
- His, Hers, and Ours: Planning for the “Brady Bunch” Articles
- The Developing “Able Account” Laws Articles
- Using Swap Powers to Maximize Estate Planning Opportunities Articles
- Avoiding Corporate Amnesia One Set of Minutes at a Time Articles
- Thorsen v Richmond SPCA: Third-Party Beneficiary Claims Against the Drafting Attorney Articles
- Analysis of the New Proposed Regulations Under Internal Revenue Code §2704 Articles
- How Much Should I Put Into My Child’s Special Needs Trust? Articles
- Defend Trade Secrets Act of 2016 (DTSA) Articles
- Planning for Same-Sex Couples in a Marriage Equality World Articles
- Flexible Tax Strategies Now Needed in Succession Planning for Business Owners Articles
- Part 2: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 3: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Part 1: Nobody pays estate tax anymore …but almost everyone has a “death tax” problem Articles
- Revised Uniform Fiduciary Access to Digital Assets Act Articles
- Business Structuring Aspects of the PATH Act Articles
- Trusts and Taxation: Minimizing Liability Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Building Your Business Practice: How Legal Assessments Deliver Value To You and Your Clients Articles
- Estate Planning Malpractice - Don’t Throw It All Away Articles
- Avoiding Deadlocks In LLC Operating Agreements Articles
- Top Mistakes In Buy-Sell Agreements Articles
- Distribution Waterfalls Articles
- Standalone Retirement Trusts: A Crucial Component of Estate Planning Articles
- Uber: Playing Fair in the “Sharing Economy”? Articles
- Hindsight is 20/20: A Review of Selected 2015 LLC Cases Articles