There is some elder law advice that has gone viral in the elder law community. Two people forwarded it to me, my favorite reverse mortgage go to person: Stephen Pepe; and a go to Real Estate Guru, Peter T. Clark. Here’s what to think about in a worst-case scenario. If...
Memorandum: We Are Still Open for Business I came back from Antarctica on March 12, 2020, and despite plans to unpack over the weekend and hit the decks running the next Monday, I went to the office on March 13th to make plans in response to the Covid-19 crisis. I...
My sister always says, “Don’t trust anyone!” What you can trust is that someone will try to take advantage of you in every context, or pray upon your need and a lack of knowledge. Just today a client called from a bank to say that she “Needs a federal tax ID number,...
As a student, I spent 6 weeks living in a Paris home in an immersion experience to learn French. There were several other students there too. One of them was a young woman from Iran who was related to the former Shah of Iran. I always wondered what happened to her...
Several year ago I drew up, for the Life Planning Network, a list of books that professionals should read to help them advise clients who prudently decide to plan for their 60s, 70s, or 80s. This week — while preparing for my elder law class at Suffolk Law School on...
JUST BECAUSE “EVERYONE” SAYS THAT MEDICARE PAYMENTS FOR REHABILITATION STOP WHEN THE PATIENT’S CONDITION “PLATEAUS” DOESN’T MAKE THAT TRUE. Many of our clients begin post-hospitalization therapies in nursing homes or rehabilitation centers thankful that Medicare will...
Daley & Nadeau, SJC 170125 The public doesn’t realize that only a small percentage of attorneys regularly appear in court. Still fewer ever appear before their state supreme courts. For a good part of my career I did appear quite regularly in courts, but only...
A client, “Liz,” is scouting facilities that might serve as a home for her mother who, in the past year, moved out of her home for health reasons and, after hospitalization, began to act inappropriately in a rehabilitation facility. Her agitation and anti-social...
Several years ago we met with “Anita,” a woman in her mid-sixties whose husband, Andy, a decade or so older than Anita, had been diagnosed with mid-stage dementia and, therefore, had recently retired as a cab driver. At the time, Anita was quite adamant that,...
