Revocable Living Trusts are often recommended as a way of transferring assets to loved ones, in lieu of drafting a Last Will and Testament. The benefits of such a Trust are routinely stated: the need to avoid probate, privacy concerns and even avoidance of death
Payments Made to Child for Caregiving Found Impermissible by New Jersey Medicaid I am often asked if, under the Medicaid rules, a child caregiver can be paid by a parent. New Jersey Medicaid has been very critical of such arrangements. It usually finds such payments
Your Designation of a Funeral Agent Under the Revised Right to Control Law On July 19, 2019, New Jersey Governor Murphy signed into law the revised, “Right to Control Law”. This law specifies who can authorize the funeral and disposition of the remains of a
The Statewide Respite Care Program Offers Relief for Caregivers The Statewide Respite Care Program offers relief to caregivers who, for many reasons, may need some time away from their caregiving chores. I recently met with JoAnn Leeds, BSN, RN, who is the Program Coordinator of
The Durable Power of Attorney and Bank Disapproval By: Robert J. Shanahan, Jr., Esq. Any good estate planning attorney will have a client prepare a Durable Power of Attorney when preparing a Last Will and Testament. Elder law attorneys will also urge clients to prepare
The Client Care Program, now in its seventh year, was created to give our estate planning clients an opportunity to have their wills, powers of attorney, advance directives for healthcare, and other documents, reviewed in light of present-day law and opportunities. The firm has prepared
If you are acting as an executor or administrator of an estate, a court appointed guardian, an agent acting under a power of attorney, or a trustee, you are a fiduciary. By law, a fiduciary is accountable for their acts and must act in the best interest
Please join us for an evening at the Beaver Brook County Club Date:Thursday, November 29, 2018 Time:6:00 PM - 8:30 PM Location: Beaver Brook Country Club Standing In the Gap 25 Country Club Drive Annandale, NJ 08801 Presented By: R0bert J. Shanahan, Jr.,
Elder abuse has been defined as an intentional act which creates a serious risk of physical, emotional or financial harm to an elderly person. The act can be a failure to provide or obtain the care needed by an elderly person, to financial theft or
If there is no last will and testament appointing an executor, or if none of the people named as executor in a last will are able to act, then the appointment of an administrator will be necessary to administer the estate. Who will be
Guardianship abuse reports have been in the news, repeatedly. https://www.nextavenue.org/guardianship-u-s-protection-exploitation. Reports of the guardianship system being used to steal and exploit those unable to help themselves are on the rise. Criticism of “the System”, how one becomes a guardian, and the lack of oversight of
“Aging in place”, or receiving care at home, is the desired goal of many people when thinking about their “Golden Years”. Understandably, we want to stay in our homes, our familiar surroundings, when we get old. As we get even older, hiring in-home care, such
A Power of Attorney and a Health Care Power of Attorney for Young Adults Peace of Mind for Parents and A Measure of Safety for College Students A power of attorney and a health care power of attorney are important documents for young adults to prepare. Once
Deeds to real estate, especially for your house, are known to be very important documents. Many consider changing a deed in order to ensure that their house gets passed to the next generation or some other significant person. This must be done with some foresight,
The difference between a Durable Power of Attorney and a Guardianship is easy to explain, but there are many differences. Durable Power Of Attorney A Durable Power of Attorney is a legal document whereby you appoint someone to take care of your financial matters if
A last will and testament, if properly drafted, indicates how you would like your assets distributed to your heirs, appoints an executor to carry out your wishes, and should indicate who has authority over the disposition of your remains. In New Jersey, it can be
Medicaid. When a loved-one has to leave their home for a nursing home and Medicaid benefits are needed, there is always a fear that the State will “take” the house. This is especially true when a child has previously moved into a parent’s home to
Guardianship is a legal decision made by a court. The decision made is that a particular person has become incapacitated. He or she can no longer make decisions about him or herself. The Court also appoints a “guardian” to make decisions for the person it
Invitations to join our 2018 Client Care Program will be going out to our estate planning clients shortly. Client Care Program/Shanahan & Voigt Shanahan & Voigt SV Law's client care program has been running since 2012. The program is a way for the
Inheritance tax will be the last remaining “death tax” In New Jersey, as of January 1, 2018. On that date, the state’s estate tax will disappear. New Jersey Inheritance Tax NJ Inheritance Tax: Who's paying? The “Transfer Inheritance Tax” is assessed against inheritances
POLST, or Physician’s Orders for Life Sustaining Treatment, is a relatively new document which may be more appropriate for a patient than the traditional “DNR” or do not resuscitate, order at a hospital. It is certainly more powerful than a living will, but is only
A loved one has died. What to do? Whom do I call? Family and friends are all advising. Some are conflicting. Some are warning. I feel so stressed. What do I do? First Things First: Take Care of Your Family and Yourself Take care of
Can the terms of a Will be changed to make them “fair”? Let’s say that a parent has died. Under the terms of the parent’s Will, one of four children is disinherited. The child and parent did not get along, and, for good reason. The
“Control over my funeral” is becoming a developing issue in my practice. Funeral directors have asked me to sign statements that I have such authority when I have buried my wards as a court appointed guardian. Now, family survivors are disagreeing over the disposition of
Probating an estate is one of life’s duties for many of us. At some point, you may be called upon to handle a loved-one’s estate. It just happens. Whether being named as “Executor” in a will, or stepping forward to act as “Administrator” where no
The Five Year Look-Back, pertains to an application for Medicaid. Medicaid is a Federal program that is administered by the individual states. Its purpose is to pay the medical bills of the indigent. Medicaid also pays for nursing home care when an elder has less
Hidden cameras are now available to address the significant increase in elder abuse complaints against home health aides. New Jersey has decided to expand its hidden camera program that began in December 2016. It has been very successful in catching abusers, both among in-home caregivers,
A Complimentary Presentation by: Robert J. Shanahan, Jr., Esq. New Jersey Attorney at Law, Concentrating in Estate Planning and Elder Law June 9, 2017, 1:00 p.m. Hunterdon County Senior Center, Route 31 County Complex 4 Gauntt Place, Building # 1, Flemington NJ 08822 (908)788-1359 Passing
Personal Possessions. Those writing a last will and testament, as we say in the law, often overlook “personalty”. We tend to focus on the money aspect of our estate: who will get our accounts , our IRA’s, our life insurance policies. We don’t spend time
Not all children can be characterized as having a disability as defined by N.J.A.C. 6A:14-3.5(c) 1 through 14, making them eligible for special education. However, children who suffer from other disabilities may still be eligible to receive accommodations pursuant to Section 504 of the Rehabilitation
By: Robert J. Shanahan, Jr., Esq. Community Care Retirement Communities Continuing Care Retirement Communities, or CCRC’s, have become very popular in New Jersey and elsewhere. CCRC Entrance Fees CCRC's offer seniors a place to live with services that will automatically adjust as care needs
By: Robert J. Shanahan, Jr., Esq. Guardian candidates are now required to view a video created by the New Jersey Judiciary prior to being appointed by the Court. The New Jersey Courts want to be sure that guardians are aware of their responsibilities and obligations
Probate versus non-probate assets must be understood to draft a proper estate plan. Your last will only controls probate assets. Your non-probate assets could upset the intent you expressed under your last will if not property identified, reviewed, and titled. Probate versus Non-ProbateAssets Probate assets
Elder law has become an increasingly important practice area because more people are living longer. The practice of elder law involves the following: Estate planning Disability planning Arranging for care, Social Security, and retirement benefits Long-term care insurance Long-term care planning Medicaid Healthcare directives Nursing
By: Robert J. Shanahan, Jr., Esq. Nursing home residents rights--they do have them. People do not lose their rights merely because their place of residence has changed to a nursing home. New Jersey law sets a list of rights for nursing home residents. The nursing
By Robert J. Shanahan, Jr., Esq. Avoid probate! There are many books, and much advice, about how to avoid probate by creating a living revocable trust, instead of a last will and testament. This trust is created during your lifetime. A trust document is prepared,
Increasingly, we Baby-Boomers are being called to care for a parent, or another, who has dementia. At the more advanced stages of this disease, the individual will lose capacity to make decisions about their finances, health care, living arrangements and the like. Unless the person
You could knock me over with a feather. I never thought I would live to see the day when the New Jersey Estate Tax would be repealed, but both houses of the legislature in Trenton passed a repeal bill, and Governor Christie signed it. (www.state.nj.us/treasury/taxation/njestatetax.shtml)
Having a Durable Power of Attorney is Highly Recommended A Durable Power of Attorney is one of the three important documents you should have. Aside from your Last Will and Testament and an Advance Directive for Health Care (“Living Will”), the Power of Attorney is
You’ve done the “right thing”, “stepped up to the plate”, and have signed a last will and testament. You have protected your heirs, named an executor, appointed a guardian for your kids, and maybe did some estate tax planning. When you die, everything will set.
There is growing confusion over when an executor must obtain a New Jersey Inheritance Tax Waiver to close a bank or investment account. My executor clients in Hunterdon County are reporting that banks are requiring tax waivers to close or transfer an account. In nearly
You are Going to Have a Problem I am a “Baby-Boomer”. It makes me feel better to say that I was born at the tail end of that generation, not because of my age (I’m happy with being in my 50’s), but because I have
At its recent annual meeting, Bob Shanahan was elected to the Board of Trustees of the New Jersey Chapter of the National Academy of Elder Law Attorneys. The National Academy of Elder Law Attorneys, Inc. (NAELA) was founded in 1987 as a professional association of
COMMITTEE ON THE UNAUTHORIZED PRACTICE OF LAW Appointed by the Supreme Court of New Jersey OPINION 53 Issued by UPLC May 16, 2016 Non-Lawyer Medicaid Advisors (Including “Application Assistors”) and the Unauthorized Practice of Law The Committee received an inquiry concerning permissible and impermissible
This article has been a long time coming. I have thought about writing it many times, but stopped myself. But, I can’t take it anymore. The Banks are driving us crazy. It’s not all banks. It’s just the very large, national banks. The guys that
The “Hook” That Is Offered To You By The Nursing Home Upon the admittance of a loved one to a care facility, a discussion of payment for services will take place. The nursing home will let you know when your loved one’s money is likely
Many times, a child or a friend will bring in a parent or another person to speak to one of our attorneys about preparing a last will and testament or other important document. It is standard procedure for the attorney to exclude the child or
Caregivers of elderly parents often experience a parent who routinely makes donations to every charity or cause sending a mailing or who solicits on the phone. It becomes a big problem when an elderly parent gives away thousands of dollars when they are themselves in
As I have written previously, there are many different types of trusts. Depending upon what you are trying to accomplish, there may be a trust that can help you. This article is about Irrevocable Life Insurance Trusts, sometimes called, “ILIT’s”. The purpose of this trust
VOLUNTEER GUARDIANSHIP COMMUNITY EDUCATION PROGRAM All programs are FREE of charge. The series will be held in the Auditorium on the first floor at Hunterdon Medical Center located at 2100 Wescott Drive, Flemington, New Jersey. A light dinner (boxed meal) will be served. Please RSVP
What is a Disclaimer Credit Shelter Trust? A Disclaimer Credit Shelter Trust is an important tax saving provision that allows money to be diverted from the deceased spouse’s estate in order to avoid estate tax at the death of the surviving spouse. Traditionally, a surviving
Medicaid is a Federal program that is administered by the individual States. Its purpose is to pay the medical bills of the indigent. Presently, Medicaid is available for others, but for the purposes of this article, I will only describe the program for the indigent,
There is a Misunderstanding of the Role of the Attorney “All I need is a Simple Will.” This was said to me even before we sat down in my conference room. “Why then”, I thought, “are you coming to me?” “If all you want from
Being “Fair” By Naming All Children as Fiduciaries Many parents prefer to name all of their children as co-executors, co-trustees or co-guardians in their last wills. They “just want to be fair” and not choose between them. Making this, and other types of fiduciary designations
The law firm of Shanahan & Voigt, LLC is pleased to announce that Robert J. Shanahan, Jr. Esq. has been named a 2016 Five Star Professional as an Estate Planning Attorney. Robert J. Shanahan, Jr. practices in central New Jersey at the law firm of
Families are often interested in creating care agreements between a parent, who is in need of care, and a child. The agreement is a written contract setting forth the type of care to be provided and the monthly fee to be paid to the caregiving
By: Marjorie Rand When a parent can no longer care for himself, the family often considers the option of hiring a home health aide so their parent can stay in their home. Hiring home health aides has become very common with the aging of the
By: Robert J. Shanahan, Jr. Esq. When it appears that a parent needs nursing home care, the family is often concerned that the money earned by the parent will all be spent on their care. That the parent’s hope of passing on assets to their
Helping Those Who Cannot Help Themselves The court may appoint a guardian when an adult becomes incapable of making responsible decisions due to a mental disability and has no power of attorney naming someone to act on his or her behalf. The guardian acts as
I know that you are only trying to help. When a client comes in and tells you that their spouse has died, your first instinct is to help your client through a difficult time. You may open an estate account, move some assets into it.
Senior Care Radio is a new web-based radio program which focuses on senior news and issues throughout New Jersey and the country. Bob Shanahan, Esq and his fellow board member, Robert Junge, CFP, were invited onto the show to discuss Volunteer Guardianship One on One,
An example of a quickly signed weak living will. You’ve gone to the hospital, maybe for a routine procedure. As you are admitted, a nurse asks you if you have a living will. You answer, “no”, and she hands you a paper and asks if you would
Do you have too much Income? Do you have too much income? I sometimes find that a client, or a client’s loved-one, has too much income to get Medicaid coverage for assisted living or nursing home care. Medicaid requires an applicant have to have less
The Scenario Often, I receive telephone calls from a family member asking me to prepare a power of attorney for a parent. It is needed fast, I am told, because the parent needs nursing home care. My conversation quickly reveals that the parent is suffering
You’ve done the “right thing”, “stepped up to the plate”, and have signed a last will and testament. You have protected your heirs, named an executor, appointed a guardian for your kids, and maybe did some estate tax planning. When you die, everything is set.
I often receive calls from people who have just lost a loved one and want to know what to do. Often, these calls occur within two days of the event, and the callers are either “shell-shocked” or, understandably, upset. They are very worried about how
By: Robert J. Shanahan, Jr. Esq. Much has been said about the use of mediation as a tool to avoid long and costly trials in civil litigation over the past two decades. It has been proven as a useful tool in settling business and family
As a BSA merit badge counselor, I once asked a group of Scouts for the definition of “community”, as in how to be a good member of a community. One Scout answered, “It means, I’ve got your back.” Of all of the definitions I have
It came in the mail. The dreaded jury summons. I had been called for jury duty at the Superior Court in Flemington. This was the third time in twenty years. Not a big deal. What came to mind were the comments about jury duty I
It is often assumed that when an incapacitated person needs a guardian, all right of decision making is taken from the person in need. While the removal of the right of self-decision making may be required in the vast majority of cases, it is not
Pending in the New Jersey legislature is a proposed law which would require Medicaid applicants to sell any life insurance policies they own, and use the money toward nursing home care. Currently, New Jersey Medicaid applicants can keep term life insurance policies; they must cash
In New Jersey, and many other states, a surviving spouse has a right to one-third of a deceased spouse’s estate, despite provisions in the Will to the contrary. In other words, a you may disinherit your spouse in your last will, but he or she
New Jersey Chief Justice, Stuart Rabner, announced a state-wide program to monitor court appointed guardians and their care of the state’s most vulnerable citizens, the elderly and disabled who rely on legal guardians to manage their financial ad health-related decisions. The plan calls for volunteers
The February 2013 edition of Consumer Reports has an interesting article on “7 Money Stumbles to Avoid”. CR completed a study about American’s money habits and found “several common and insidious blunders that could cause significant financial, and sometimes emotional, pain.” Guess what was Number
Many people leave a percentage of their estate, instead of a specific dollar amount, to one or more charities in their Last Wills and Testament. Under New Jersey law, when a percentage of the estate is left to a charity, the State Attorney General's office
Mom or Dad will need nursing home care sometime in the immediate future. In order to preserve the asset for the kids, should Mom and Dad sign a deed and transfer ownership to the kids for one dollar? Maybe not. First, if there is an
On Wednesday, September 30, Bob Shanahan became the President-Elect of the Hunterdon County Bar Association. www.huntcolaw.org
Briteside Adult Day Care Centers, Inc. has announced that Bob Shanahan has been appointed to its Advisory Board. Bob is looking forward to assisting this worthy organization which assists so many families in Hunterdon County. For more information on Briteside see www.britesideadultdaycenter.org
May 5, 2009 Bob Shanahan spoke at a meeting sponsored by PNC Investments, at the Beaver Brook Country Club, on "How to Avoid or Minimize the Tax-Man by Properly Planning Your Estate". The types of federal and state death taxes were discussed.
The sign on the glass door reads “Elder Law Attorney.” You peer through that door but the office is empty–where is the elder law attorney? He is probably in the community making a house call–yes, elder law attorneys still make house calls. A paralegal and
Remarkably, Congress did not change the Federal Estate Tax law, as we had all predicted. This means that, for 2010, there is no Federal Estate Tax. This is the first time since 1916 that there has been no estate tax. Just remember that, next year,
Being an Elder Care attorney for over fifteen years, I have seen so many people in anguish over caring for their aging parents. Many times, I have heard men and women say, "The pressure is killing me." Most of the time, it is the women
Bob Shanahan has been elected President of the Board of Trustees for Guardianship One on One, Inc. Volunteer Guardianship recruits and trains volunteers to be guardians for those who have no family members to protect and assist them. See www.volunteerguardianship.org
Bob Shanahan has completed a two-day, Interdisciplinary Collaborative Law training session, which was held at the New Jersey State Bar Law Center, on November 19 and 21. Collaborative Law seeks to mediate matters by using the assistance of various professionals to work out differences and
From Wednesday, November 3 through Saturday, November 6, Bob attended the national conference of the National Academy of Elder Law Attorneys in San Diego, California. At the conference, Bob was able to learn about advancements in the elder law field, in such areas as advance
Bob Shanahan will be sworn in as the President of the Hunterdon County Bar Association on September 22, 2010.
May is National Elder Law Month. As part of a nationwide observance of National Elder Law Month by the National Academy of Elder Law Attorneys (NAELA), Bob Shanahan will be giving a presentation, "Living Wills and Healthcare Powers of Attorney: The Legal and Practical Issues",