FACING THE LEGAL CHALLENGES OF THE SANDWICH GENERATION

FALL 2012

John Montagu, 4th Earl of Sandwich

THE SANDWICH GENERATION

John Montagu, 11th Earl of Sandwich

HAVING A WRITTEN PLAN

• Control of Administration and Distribution• Disinheritance• Planned Giving

POWERS OF ATTORNEY

• Durable Power of Attorney• Patient Advocate Designation• HIPAA Release

• GuardianshipoCourt appointedoMedical careoFood, clothing, shelter needs

• ConservatorshipoCourt appointedoFinancial issues

NO WRITTEN PLAN IN PLACE…

• Long Term Care Planning • Medicaid Planning• Veteran’s Benefits• Abuse and Neglect Issues

LONG TERM CARE

DON’T FORGET ABOUT YOU AND YOUR CHILDREN

Protection for minor children:• Guardian• Conservator• Testamentary Trust • Special Needs

TAKE ACTION – DON’T WAIT

• Make sure estate planning documents are up to date

• Review plans annually

• Don’t try to do this yourself

Presented by:

HOWARD H. COLLENS

GALLOWAY AND COLLENS, PLLC

26075 WOODWARD AVENUE

SUITE 200

HUNTINGTON WOODS, MICHIGAN 48070

(248) 545-2500

GALLOWAYCOLLENS.COM

Howard@GallowayCollens.comTwitter: @howardcollens