Tri County Elder Law

Entitlement Programs May Be Next Target

What is next, as Republicans look to reform programs? It appears that Republicans may be prepared to propose cuts to some of the most popular government programs, according to Financial Advisor in "GOP Laying Groundwork To Cut Future Social Security, Medicare, Welfare Outlays." Republicans are talking about making cuts to programs for the elderly, such as Social Security and Medicare. It is likely that any proposed cuts would be delayed and not effect current retirees. However, they will still be controversial for Americans who plan to rely on the programs in the future. Cutting Social Security and Medicare is considered to be like touching the third rail in American politics. These are not popular proposals. Going through with this plan, guarantees that we will not be getting a relief from politics in 2018. Reference: Financial Advisor (Dec. 6, 2017) "GOP Laying Groundwork To Cut Future Social Security, Medicare, Welfare Outlays."

Circumstances Can Create Need for Multiple Wills

If you have assets in more than one nation, you need to be sure of the laws for a solid estate plan. There are people who might need more than one will, if they have assets in more than one country and are a citizen of both countries, according to the Financial Review in "Double trouble for dual nationals." The problem is that some countries have strict laws about who can inherit certain property. There are laws about how much of an estate must be given to a spouse and to children. Most countries do not allow deviation from these laws, even for people who do not live there full-time and who have a valid will in another nation. Even if your will is valid in the U.S., it is possible that another country where you hold assets could invalidate it for the property you hold in that country. If your estate might be subject to the laws of more than one nation, make sure that your estate plan is valid in all of the nations where you own property. If that does not seem possible, then have separate estate plans for the property in each nation. An estate planning attorney can advise you on creating an estate plan or plans based on your unique circumstances. Reference: Financial Review (Sep. 20, 2017) "Double trouble for dual nationals."

Entertainer Cuts Daughter from Will

David Cassidy leaves small estate of $150,000. David Cassidy, who starred on the TV show “The Partridge Family” chose to cut his daughter out of his will, so she will not receive an inheritance from him, according to the Los Angeles Times in "David Cassidy cut daughter Katie Cassidy out of his will." It had previously been acknowledged by David Cassidy that he had never had much of a relationship with his daughter. She was raised by her mother and stepfather and rarely saw her father. David regretted this and the two reconciled before he passed away. However, Katie was specifically excluded from her father's will. David's son and brothers will instead inherit his modest estate. We probably do not need to have financial concerns for Katie, because she is famous in her own right as an actress on the TV show "Arrow." Katie Cassidy likely does not need the inheritance. This is becoming something of a trend in recent celebrity estates. Many have chosen to disinherit some of their children for various reasons. Reference: Los Angeles Times (Dec. 7, 2017) "David Cassidy cut daughter Katie Cassidy out of his will."

Fight Develops over Manson’s Estate and Burial

Grandson takes issue with Manson’s friend and fan who claims he holds killer’s will. While it would appear that there would be little interest in the estate of cult leader and murderer Charles Manson, a fight is developing, according to TMZ in "Charles Manson Grandson Files Probate Docs Manson's Body Still on Ice." A fan and friend of Manson's named Michael Channels claims to have a will that Manson drafted designating Channels as the executor of the estate and as Manson's sole heir. Channels has previously vowed to fight anyone who challenges his claim. Manson grandson Jason Freeman has accepted that challenge. Freeman filed documents with the probate court requesting that a person of his choosing be appointed to administer Manson's estate. The two are also fighting over how to dispose of Manson's remains. His body remains in storage, until the court can determine which of the two men should be given possession of it for disposal. Reference: TMZ (Dec. 8, 2017) "Charles Manson Grandson Files Probate Docs Manson's Body Still on Ice."

Charities May Face Hard Times with Tax Law Changes

There will most likely be some discussion before a tax proposal becomes a tax law. There may be a heavy impact from a new tax law on charities making it less likely that people will donate to them, according to Reuters in "New U.S. law could curb charitable donations." The Senate and the House of Representatives have both passed their own version of a tax reform bill but they remain far apart and negotiations are likely. One thing the final bill might do is double the standard tax deduction people can take instead of itemizing their deductions. That would make it less likely that people will give to charities at the end of the year to lower their tax bills. The other worry for charities is the gradual repeal of the estate tax that has been proposed. Wealthy people often give to charities as a way to shrink the size of their estates to avoid the tax. If that is the sole motivation for giving, then charities could lose out. Reference: Reuters (Nov. 30, 2017) "New U.S. law could curb charitable donations."

Maybe a Tattoo Isn’t the Right Place for a Directive

Doctors pondered the legal strength of a "Do Not Resuscitate" tattoo. Doctors had to figure out whether to follow the directions of a “Do Not Resuscitate" tattoo, according to CNN in "A man's tattoo left doctors debating whether to save his life." An unconscious 70-year-old man was brought into a hospital. He had a high blood alcohol level and a tattoo that read "Do Not Resuscitate." The doctors determined at first that they should ignore the tattoo and try to save the man's life. Then they discussed the matter with an ethics consultant and reached the opposite conclusion. The man's written do not resuscitate directive was later found and the problem was cleared up. The man passed away. This is an interesting case for medical ethicists. It is also interesting in the sense that doctors will follow the advanced directives of their patients. An estate planning attorney may be the best place to get a directive, rather than a tattoo parlor. Reference: CNN (Dec. 12, 2017) "A man's tattoo left doctors debating whether to save his life."

Your Family Needs a Plan If You Become Incapacitated

It is best to consider all possibilities when making plans to protect your family. In addition to creating your will and an estate plan, you might consider that while you are at the attorney's office you should also get plans for what might happen if you become incapacitated, according to the Times Herald-Record discusses in "Make plans in case you are incapacitated." The issue is that if you are incapacitated, someone else needs the legal authority to act on your behalf. Someone will need to be able to handle your bills and to make medical decisions for you, should it be necessary. If you do not plan ahead, it can be a difficult process for someone else to get the legal authority. Someone will have to hire an attorney and go to court to get a judge's permission to act as your guardian. Fortunately, planning for what will happen if you become incapacitated is not difficult. You just need a general durable power of attorney and a health care power of attorney. An estate planning attorney can advise you on creating an estate plan that fits your unique circumstances. Reference: Times Herald-Record (Dec. 12, 2017) "Make plans in case you are incapacitated."

Change Your Gender for Royal Title?

Male primogeniture is the rule in England. There may be a way around the rule of male primogeniture in England, according to the Daily Mail in "New gender laws could let my girls inherit title, says Earl: Aristocrat suggests one of his daughters could identify as male after his death to claim his title." The rules of male primogeniture were once the general rule. The closest male relative to the deceased inherited everything. The titles of nobility in Britain still follow the old rule. This does not please the Earl of Balfour, who has been an outspoken critic of male primogeniture. It is perhaps because he does not have any sons, but does have four daughters. His daughters cannot inherit his title and it is set to pass to his younger brother, when the Earl passes away. A proposed new law, which has the support of Prime Minister Theresa May, would allow British citizens to change their gender. The Earl of Balfour suggests that one of his daughters could use the law to inherit his title. It is not clear if he is actually suggesting that one of his daughters would go to that length to get around the strict rules of male primogeniture. Reference: Daily Mail (Nov. 29, 2017) "New gender laws could let my girls inherit title, says Earl: Aristocrat suggests one of his daughters could identify as male after his death to claim his title."

Manson's Pen Pal Vows to Fight Any Challenges

Manson drafted a will while in prison leaving everything to longtime pen pal. Charles Manson’s will has been filed in court and an anonymous friend who would inherit his assets has been revealed to be Mark Channels, according to the Daily Mail in "Charles Manson's pen pal files the infamous killer's last will and testament in court after saying 'he'll go into the ring' if anyone challenges the document." It turns out that Channels apparently worshipped Manson and even had a shrine to the cult leader in his home. Channels has already issued a warning to anyone who might contest the will and stated that he is prepared to fight for Manson's estate. Manson does have a few living relatives who might want to contest the will. However, at the time of the article they had not done so. They still have roughly 100 days to file with the court, if they so choose. Whoever inherits Manson's estate can expect to earn some money from collectors and could also see some money from music royalties. Channels has vowed to fight any challenges to the will in court. Reference: Daily Mail (Nov. 28, 2017) "Charles Manson's pen pal files the infamous killer's last will and testament in court after saying 'he'll go into the ring' if anyone challenges the document."

Hospital Observation Can Turn Out to Be Costly

How you are classified in the hospital will make a big difference in Medicare coverage. Medicare considers patients who are in the hospital "under observation" as outpatients and will not be covered, no matter how long they are actually in the hospital, according to The New York Times in "Under 'Observation' Some Hospital Patients Face Big Bills." Elder law advocates have long pointed out that the rule is absurd. The patient does not always get to choose what the hospital writes down in the file and the patient does not always know the importance of being formally admitted, instead of just being under observation. There has never been a way for the patients to challenge their designations later, until now. A judge in Connecticut has recently opened the door for legal challenges. Reference: New York Times (Sep. 1, 2017) "Under 'Observation' Some Hospital Patients Face Big Bills."