Initial legal considerations of Alzheimer patients: Process and form

American Journal of Alzheimer's Disease and other Dementias

Volumn 11, Issue 6, 1996, Pages 25-28

  Christopher, A Mark ^a  

^a Herge   (United States)

Author keywords

[No Author keywords available]

Indexed keywords

EID: 1242311139     PISSN: 15333175     EISSN: 19382731     Source Type: Journal    
DOI: 10.1177/153331759601100605     Document Type: Article

References (18)

1. Gouskos: Legal Ramifications of Decision Making by the Elderly, Am. J Aizheimer's Care and Related Disorders & Research. November/December 1989; 4; p.9-9.
2. Lombard,et al:Report of Working Group on Client Capacity, Proceedings of the Conference on Ethical Issues in Representing Older Clients, Fordham L. Rev., March 1994; Vol. LXII, No. 5, Pgs. 1015-1035.
3. Manning: The Medicare Alzheimer's Disease Demonstration, The Elder Law Journal. Spring 1993, Vol. 1, No. 1, 112-114.
4. Lombard, er al, id., at pgs. 1005.
5. Stiegel, Morris, Gottlich & Rave: Three issues still remain in guardianship reform, October 1993 Clearinghouse Review. p. 577, at 578.
6. Stiegel, Hurme and Stone: Durable Powers of Attorney: An analysis of State Statutes, October 1991 Clearinghouse Review. p. 690, at 691.
7. Estate of Casey v. CIR, 3218-88 T.C.M. 1988-511 (1989), rev'd. 948 F2d 895 (4th Cir. 1991), (IRS successful challenge to validity of gifts where no gifting clause in DPA, gifted assets taxes as part of taxable estate); See also Schlesinger and Scheiner: Estate Planning Using Powers of Attorney, July 1992, Trusts & Estates, p. 38, and Mezzullo and Woolpert: Advising the Elderly Client, Ch. 32, Property Management, 32:15, " Power to Make Gifts"
8. E.g., The Living Trust in Utah-Boon or Boondoggle? B.G. Cohne, M.S. Stonebrook, 6 Utah B.3. 10-12, June/July 1993.
9. Esperti and Peterson; Ch. 17, the Revocable Living Trust, The Will Substitute That Has Come of Age, Protect YourEstate. 1993, Pgs. 91-100.
10. Fracture; Scott on Trusts. § 2.3, The Characteristics of a Trust.
11. Mezzullo and Woolpert, supra. at § 32:43.
12. Fracture, supra. § 170, Vol. IIA, at pg. 311.
13. Esperti and Peterson, id. at pg. 93.
14. Fracture, id., Vol II, at § 101.
15. Esperti and Peterson, id. at pg. 91; Carr: Revocable Trusts (1980).
16. Esperti and Peterson, supra., at pg. 98.
17. McCue:Planning for the Elderly Disabled: An Oxymoron?, Ch. 16, Thirtieth Annual Philip E. Heckerling Institute on Estate Planning. University of Miami-School of Law Center for Continuing Legal Education (1995); McGovern: Trusts, Custodianships, and Durable Powers of Attorney, Real Property Probate and Trust Journal American BarAssociation. Spring 1992 ("When considering how to manage the property of an incompetent adult, a trust is the best place to begin.."), p. 1, at 47.
18. Stiegel, Norrgard & Talbot: Scams in the Marketing and Sales of Living Trusts, Fifth Annual Joint Conference on Law and Aging. 159-162 (1992).