“A highly informative, organized and handy reference tool. Elder Law and Financial Strategies is a one-stop source of information for a variety of elder law and financial planning answers.”–Elderlawanswers.comThe elderly face a host of legal, financial and health care issues as they enter a new stage of life. Elder law attorneys and other advisers to the elderly must be able to address a broad range of social, psychological and financial needs of their clients, as well as their legal needs.Elder Law and Financial Strategies: Planning for Later Life book and CD is a comprehensive, multi-disciplinary guide to this demanding area of practice. It goes far beyond Medicaid planning to offer guidance on questions involving housing options, guardianship, property and health care management, abuse and financial exploitation of the elderly, as well estate planning and retirement planning. The book covers federal as well as state-specific laws affecting the elderly and includes many essential forms for financial, health care, and estate planning, with detailed drafting tips. Most of these forms and checklists are provided provided on a CD-ROM that is included with the book. Whether you are working on a specific legal or financial question or bringing in specialists in other disciplines to help you handle a client's requirements, this comprehensive guide will enable you find solutions and act as effective quarterback of an overall plan.
Book #00693; looseleaf, one volume and one CD-ROM, 1,220 pages, published in 2008, updated as needed; no additional charge for updates during your subscription. Looseleaf print subscribers receive supplements. The online edition is updated automatically. ISBN: 978-1-58852-149-1.
Jerry A. Hyman maintains a practice in both elder law and financial planning in Hockessin, Delaware. A member of the National Academy of Elder Law Attorneys (NAELA) since 1992, and a certified financial planner professional since 1990, he integrates the law with financial planning principles to best serve the needs of the elderly. His experience includes management of the tax and estate administration sections of a major bank trust department, and he was the tax manager at a certified public accounting firm. Mr. Hyman has written articles for The ElderLaw Report and is a frequent speaker before groups of lawyers, accountants, financial planners, medical professionals, social workers, and the general public on various elder law topics, and estate, retirement, and Medicaid planning. In addition to his membership in NAELA, Mr. Hyman is a member of the Financial Planning Association and is admitted to practice law in Delaware and Pennsylvania. In both states he is a member of the bar association committee (or section) on elder law, and has chaired the Elder Law Committee of the Delaware State Bar Association. Mr. Hyman is also a Registered Investment Advisor, specializing in the management of assets for retired persons, and holds the CFP® designation in financial planning. Mr. Hyman received his A.B. degree from Rutgers University, his J.D. degree from the University of Wisconsin School of Law, and his L.L.M. degree in taxation from Temple University Law School.