Elder Law

Certified Elder Law Attorneys in FloridaCertified Elder Law Attorneys in Florida

Certified Elder Law Attorneys in Florida

(Current as of January 25, 2022) Attorneys are certified as Certified Elder Law Attorneys by the National Elder Law Foundation. NELF…

3 years ago
News Roundup 1-21-2022News Roundup 1-21-2022

News Roundup 1-21-2022

General News Sources: Oldest person in the US reportedly dies at 115 Supreme Court declines to hear case of Delphi…

3 years ago

Exemplar Discovery in Contested Petition for Year’s Support

O.C.G.A. § 53-3-5 allows a surviving spouse or minor child to file a claim for Year's Support. Although there are…

3 years ago
Gift Tax PlanningGift Tax Planning

Gift Tax Planning

A recent Forbes article by Matthew Erskine, 2022 Transfer Tax Update, suggests that now is the time to make gifts…

3 years ago

Gross Income Used to Determine Whether Qualified Income Trust is Necessary (Ohio)

In Merritt v. Ohio Department of Job and Family Services, Case No. CA2021-04-044 (12/27/2021), Jerome Merrit applied for Ohio nursing…

3 years ago
Form: Guardian’s Personal Status ReportForm: Guardian’s Personal Status Report

Form: Guardian’s Personal Status Report

Guardians must file a personal status report within sixty (60) days after appointment, and then annually, reporting the ward's location,…

3 years ago

Form: Conservator’s Annual Return (or Final Return)

Initially, a conservator must file an inventory and asset management plan within 60 days after appointment. Each year a conservator…

3 years ago

Form: Petition to Appoint Successor Executor

Sometimes the original executor can no longer serve. The following form may be used to petition the Probate Court for…

3 years ago

Form: Renunciation From Executorship

If the person named as Executor in a Last Will and Testament does not wish to serve, most Probate Court…

3 years ago

Form: Estate Inventory

Unless the applicable Probate Court requires a different form, the following form may be used when preparing an estate inventory…

3 years ago