Newsletters
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Hook Law Center 2020 Newsletters
October 2020
- You’ve Been Named Executor: Do You Have to Qualify? – Oct. 20, 2020
- I’m Named as Trustee or Beneficiary: Now What? – Oct. 13, 2020
- Lessons from Celebrities: The Tragic Case of Casey Casem – Oct. 6 , 2020
September 2020
- Directed Trusts: A Modern Approach to Administration – Sept. 29, 2020
- The United States Supreme Court and Estate Planning – Sept. 22, 2020
- Gifting as an Estate Planning Tool – Is it Right for Me? – Sept. 15, 2020
- Dangerous Drugs and Dementia – Sept. 8, 2020
- Before You Return to Work: Your Financial Health Checklist – Sept. 1, 2020
August 2020
- Debunking Five Common Medicaid Myths – August 25, 2020
- The Continuum of Care – August 18, 2020
- 2020 Shows the Importance of Including a Charity in Your Estate Plans – August 10, 2020
- Do You Need to Qualify on an Estate to Transfer Ownership in Real Property? – August 4, 2020
July 2020
- What is a Trust Anyway? – July 28, 2020
- Tax Changes are Coming. Is Your Estate Plan Ready? – July 21, 2020
- Elder Law Related Updates in 2020 – July 10, 2020
- The Importance of Updating Beneficiary Designations – July 7, 2020
June 2020
- Stimulus Payments Belong to Recipient, Not Nursing Homes or Care Facilities – June 30, 2020
- Planning to Transition a Small or Family-Owned Business – June 23, 2020
- Beware of COVID-19 Scams – June 16, 2020
- Protecting Personal Injury Settlements with Trusts – June 9, 2020
- What to Expect When Qualifying As an Executor of Administrator of an Estate – June 2, 2020
May 2020
- Don’t Forget Fluffy and Fido When Creating Your Estate Plan! – May 26, 2020
- Financial Advice for an Unstable Market – May, 19, 2020
- Is Your Estate Plan COVID-19 Ready? – May 12, 2020
- Electronic Notarization Insufficient for Execution of Wills – May 5, 2020
April 2020
- Beware of Real Estate Deed Solicitation Scams – April 28, 2020
- 7 Common Probate Mistakes and How to Avoid Them – April 21, 2020
- The CARES Act and Public Benefits – April 14, 2020
- Financial Planning During a Pandemic: What Does the CARES Act Mean for You and Your Goals? – April 7, 2020
March 2020
- You Need an Estate Plan, but PLEASE Don’t Do it Yourself – March 31, 2020
- Now is the Time to Create or Review Your Estate Plan – March 24, 2020
- Preying on Our Nation’s Seniors – March 17, 2020
- COVID-19 UPDATE from Hook Law Center – March, 16, 2020
- Little Known Changes in Medicare Payments to Providers May Result in Less Patient Care – March 10, 2020
- Financial Planning Ideas after the SECURE Act – March 2, 2020
February 2020
- Selecting an Elder Law Attorney – February 25, 2020
- What to Do When Your Parent is in the “Gray Zone” – February 18, 2020
- Can a Lengthy Probate be Avoided? – February 11, 2020
- A New Look at Charitable Giving in the Age of SECURE – February 4, 2020
January 2020
- Are You Ready for Real ID? – January, 28, 2020
- Why Funding Your Trust is So Important – January 21, 2020
- Nursing Home Preadmission Screenings – January 13, 2020
- More Than a Form: Analyzing the Power of Attorney – January, 7, 2020
Hook Law Center 2019 Newsletters
December 2019
- Year End Tax Planning Ideas – Dec. 31, 2019
- Important Update: SECURE Act 2019 – Dec. 23, 2019
- How to Cope With End-Stage Dementia – Dec. 17, 2019
- Crowdfunding and Public Benefits: GoFundMe Campaigns May be Detrimental in the Long Term – Dec. 10, 2019
- How Tech Can Help Your Career When You’re Living with a Disability – Dec. 3, 2019
November 2019
- Medigap or Medicare Part C: What’s the Difference? – Nov. 26, 2019
- Avoiding IRS Scams – Nov. 19, 2019
- Assuming Roles of Trustee and Power of Attorney – Nov. 12, 2019
- The Effect of Annuities on Long-Term Care Plans – Nov. 5, 2019
October 2019
- What Happens to My Online Accounts After I Die? – Oct. 29, 2019
- Impeaching Wills – Oct. 22, 2019
- Is That Really Enough to Retire? – Oct. 15, 2019
- Financial Education VS. Financial Psychology: Which Has a Greater Impact on Financial Behavior? – Oct. 8, 2019
- Virginia Tax Relief Refund – Oct. 1, 2019
September 2019
- Administration of Small or Insolvent Estates – Sept. 24, 2019
- When to Update Estate Planning Documents – Sept. 17, 2019
- Crisis of Care and Larger Crisis in the Workforce – Sept. 5, 2019
- How Your Tax Debt May Impact Your Passport – Sept. 3, 2019
August 2019
- Changes Coming to TSP Withdrawal Options on Sept. 15, 2019 – Aug. 27, 2019
- Parents May Use FMLA to Attend an IEP Meeting – Aug. 20, 2019
- Estate Planning for Unmarried Couples – Aug. 13, 2019
- Is Diet the Fountain of Youth? – Aug. 6, 2019
July 2019
- Still Waiting On Your Tax Refund? – July 30, 2019
- Using Accountable Plans to Replace Lost Miscellaneous Itemized Deductions – July 23, 2019
- Parents May Now Delegate Care Authority of a Child – July 16, 2019
- How To Be An Advocate For a Loved One In a Nursing Home – July 9, 2019
- Family Gifts and Loans: Are They a Good Idea? – July, 2, 2019
June 2019
- What You Need to Know About an Offer in Compromise – June 25, 2019
- Can I Really Use My IRA to Pay For Long-Term Care Insurance? – June 18, 2019
- Maintaining Internal Systems and Strengthening Integrated Networks (MISSION) Act Goes into Effect – June, 11, 2019
- How to Provide for Your Pets After You’re Gone – June 4, 2019
May 2019
- The End of the Stretch IRA? – May 28, 2019
- What You Need to Know About IRS Form 8379 – Injured Spouse Allocation – May 21, 2019
- Deciding When to Take Social Security Benefits – May 14, 2019
- HUD Releases ABLE Account Guidance – May 7, 2019
April 2019
- How to Cope With The Early Stages of Dementia – Apr. 30, 2019
- Fraud, Scams, and Dementia – Apr. 23, 2019
- Filing Status for Years After Spouse’s Death – Apr. 16, 2019
- Why Informed Decision-Making for Retirement Income Is So Important – Apr. 8, 2019
- Due Process Rights in Guardianship Proceedings – Apr. 2, 2019
March 2019
- I am named Executor in a Will – AM I Required to Serve? – Mar. 25, 2019
- What Do You Mean Medicare Won’t Pay? – Mar. 19, 2019
- Where is My Tax Refund? – Mar. 12, 2019
- Medicare Enrollment – Doing It Wrong Could Cost You! – Mar. 5, 2019
February 2019
- Advocating Against the Nursing Home Discharge – Feb. 26, 2019
- What is the difference between a Living Will and a “Do Not Resuscitate” Order? – Feb. 19, 2019
- Protecting a Spouse Remaining in the Community – Feb. 12, 2019
- The Dangers of Doing it Yourself – Feb. 5, 2019
January 2019
- Estate Planning After Tax Reform – Jan. 29, 2019
- Should I Have a Will or a Trust? – Jan. 22, 2019
- How to Navigate Life as a “Solo Senior” – Jan. 15, 2019
- Reminder to Follow My Own Advice – Jan. 8, 2019
- Tips For Paying Off That Holiday Debt – Jan. 4, 2019
December 2019
- Year End Tax Planning Ideas – Dec. 31, 2019
- Important Update: SECURE Act 2019 – Dec. 23, 2019
- How to Cope With End-Stage Dementia – Dec. 17, 2019
- Crowdfunding and Public Benefits: GoFundMe Campaigns May be Detrimental in the Long Term – Dec. 10, 2019
- How Tech Can Help Your Career When You’re Living with a Disability – Dec. 3, 2019
November 2019
- Medigap or Medicare Part C: What’s the Difference? – Nov. 26, 2019
- Avoiding IRS Scams – Nov. 19, 2019
- Assuming Roles of Trustee and Power of Attorney – Nov. 12, 2019
- The Effect of Annuities on Long-Term Care Plans – Nov. 5, 2019
October 2019
- What Happens to My Online Accounts After I Die? – Oct. 29, 2019
- Impeaching Wills – Oct. 22, 2019
- Is That Really Enough to Retire? – Oct. 15, 2019
- Financial Education VS. Financial Psychology: Which Has a Greater Impact on Financial Behavior? – Oct. 8, 2019
- Virginia Tax Relief Refund – Oct. 1, 2019
September 2019
- Administration of Small or Insolvent Estates – Sept. 24, 2019
- When to Update Estate Planning Documents – Sept. 17, 2019
- Crisis of Care and Larger Crisis in the Workforce – Sept. 5, 2019
- How Your Tax Debt May Impact Your Passport – Sept. 3, 2019
August 2019
- Changes Coming to TSP Withdrawal Options on Sept. 15, 2019 – Aug. 27, 2019
- Parents May Use FMLA to Attend an IEP Meeting – Aug. 20, 2019
- Estate Planning for Unmarried Couples – Aug. 13, 2019
- Is Diet the Fountain of Youth? – Aug. 6, 2019
July 2019
- Still Waiting On Your Tax Refund? – July 30, 2019
- Using Accountable Plans to Replace Lost Miscellaneous Itemized Deductions – July 23, 2019
- Parents May Now Delegate Care Authority of a Child – July 16, 2019
- How To Be An Advocate For a Loved One In a Nursing Home – July 9, 2019
- Family Gifts and Loans: Are They a Good Idea? – July, 2, 2019
June 2019
- What You Need to Know About an Offer in Compromise – June 25, 2019
- Can I Really Use My IRA to Pay For Long-Term Care Insurance? – June 18, 2019
- Maintaining Internal Systems and Strengthening Integrated Networks (MISSION) Act Goes into Effect – June, 11, 2019
- How to Provide for Your Pets After You’re Gone – June 4, 2019
May 2019
- The End of the Stretch IRA? – May 28, 2019
- What You Need to Know About IRS Form 8379 – Injured Spouse Allocation – May 21, 2019
- Deciding When to Take Social Security Benefits – May 14, 2019
- HUD Releases ABLE Account Guidance – May 7, 2019
April 2019
- How to Cope With The Early Stages of Dementia – Apr. 30, 2019
- Fraud, Scams, and Dementia – Apr. 23, 2019
- Filing Status for Years After Spouse’s Death – Apr. 16, 2019
- Why Informed Decision-Making for Retirement Income Is So Important – Apr. 8, 2019
- Due Process Rights in Guardianship Proceedings – Apr. 2, 2019
March 2019
- I am named Executor in a Will – AM I Required to Serve? – Mar. 25, 2019
- What Do You Mean Medicare Won’t Pay? – Mar. 19, 2019
- Where is My Tax Refund? – Mar. 12, 2019
- Medicare Enrollment – Doing It Wrong Could Cost You! – Mar. 5, 2019
February 2019
- Advocating Against the Nursing Home Discharge – Feb. 26, 2019
- What is the difference between a Living Will and a “Do Not Resuscitate” Order? – Feb. 19, 2019
- Protecting a Spouse Remaining in the Community – Feb. 12, 2019
- The Dangers of Doing it Yourself – Feb. 5, 2019
January 2019
- Estate Planning After Tax Reform – Jan. 29, 2019
- Should I Have a Will or a Trust? – Jan. 22, 2019
- How to Navigate Life as a “Solo Senior” – Jan. 15, 2019
- Reminder to Follow My Own Advice – Jan. 8, 2019
- Tips For Paying Off That Holiday Debt – Jan. 4, 2019
- Estate Planning After Tax Reform – Jan. 29, 2019
- Should I Have a Will or a Trust? – Jan. 22, 2019
- How to Navigate Life as a “Solo Senior” – Jan. 15, 2019
- Reminder to Follow My Own Advice – Jan. 8, 2019
- Tips For Paying Off That Holiday Debt – Jan. 4, 2019
December 2019
- Year End Tax Planning Ideas – Dec. 31, 2019
- Important Update: SECURE Act 2019 – Dec. 23, 2019
- How to Cope With End-Stage Dementia – Dec. 17, 2019
- Crowdfunding and Public Benefits: GoFundMe Campaigns May be Detrimental in the Long Term – Dec. 10, 2019
- How Tech Can Help Your Career When You’re Living with a Disability – Dec. 3, 2019
November 2019
- Medigap or Medicare Part C: What’s the Difference? – Nov. 26, 2019
- Avoiding IRS Scams – Nov. 19, 2019
- Assuming Roles of Trustee and Power of Attorney – Nov. 12, 2019
- The Effect of Annuities on Long-Term Care Plans – Nov. 5, 2019
October 2019
- What Happens to My Online Accounts After I Die? – Oct. 29, 2019
- Impeaching Wills – Oct. 22, 2019
- Is That Really Enough to Retire? – Oct. 15, 2019
- Financial Education VS. Financial Psychology: Which Has a Greater Impact on Financial Behavior? – Oct. 8, 2019
- Virginia Tax Relief Refund – Oct. 1, 2019
September 2019
- Administration of Small or Insolvent Estates – Sept. 24, 2019
- When to Update Estate Planning Documents – Sept. 17, 2019
- Crisis of Care and Larger Crisis in the Workforce – Sept. 5, 2019
- How Your Tax Debt May Impact Your Passport – Sept. 3, 2019
August 2019
- Changes Coming to TSP Withdrawal Options on Sept. 15, 2019 – Aug. 27, 2019
- Parents May Use FMLA to Attend an IEP Meeting – Aug. 20, 2019
- Estate Planning for Unmarried Couples – Aug. 13, 2019
- Is Diet the Fountain of Youth? – Aug. 6, 2019
July 2019
- Still Waiting On Your Tax Refund? – July 30, 2019
- Using Accountable Plans to Replace Lost Miscellaneous Itemized Deductions – July 23, 2019
- Parents May Now Delegate Care Authority of a Child – July 16, 2019
- How To Be An Advocate For a Loved One In a Nursing Home – July 9, 2019
- Family Gifts and Loans: Are They a Good Idea? – July, 2, 2019
June 2019
- What You Need to Know About an Offer in Compromise – June 25, 2019
- Can I Really Use My IRA to Pay For Long-Term Care Insurance? – June 18, 2019
- Maintaining Internal Systems and Strengthening Integrated Networks (MISSION) Act Goes into Effect – June, 11, 2019
- How to Provide for Your Pets After You’re Gone – June 4, 2019
May 2019
- The End of the Stretch IRA? – May 28, 2019
- What You Need to Know About IRS Form 8379 – Injured Spouse Allocation – May 21, 2019
- Deciding When to Take Social Security Benefits – May 14, 2019
- HUD Releases ABLE Account Guidance – May 7, 2019
April 2019
- How to Cope With The Early Stages of Dementia – Apr. 30, 2019
- Fraud, Scams, and Dementia – Apr. 23, 2019
- Filing Status for Years After Spouse’s Death – Apr. 16, 2019
- Why Informed Decision-Making for Retirement Income Is So Important – Apr. 8, 2019
- Due Process Rights in Guardianship Proceedings – Apr. 2, 2019
March 2019
- I am named Executor in a Will – AM I Required to Serve? – Mar. 25, 2019
- What Do You Mean Medicare Won’t Pay? – Mar. 19, 2019
- Where is My Tax Refund? – Mar. 12, 2019
- Medicare Enrollment – Doing It Wrong Could Cost You! – Mar. 5, 2019
February 2019
- Advocating Against the Nursing Home Discharge – Feb. 26, 2019
- What is the difference between a Living Will and a “Do Not Resuscitate” Order? – Feb. 19, 2019
- Protecting a Spouse Remaining in the Community – Feb. 12, 2019
- The Dangers of Doing it Yourself – Feb. 5, 2019
January 2019
- Estate Planning After Tax Reform – Jan. 29, 2019
- Should I Have a Will or a Trust? – Jan. 22, 2019
- How to Navigate Life as a “Solo Senior” – Jan. 15, 2019
- Reminder to Follow My Own Advice – Jan. 8, 2019
- Tips For Paying Off That Holiday Debt – Jan. 4, 2019
Hook Law Center 2018 Newsletter
December 2018
- No! You Cannot Disinherit Your Spouse. – Dec. 18, 2018
- Don’t Become a Victim of the “Grandparent Scam” – Dec. 11, 2018
- Estate Planning with IRA’s and Retirement Plans: Pitfalls and Opportunities – Dec. 4, 2018
November 2018
- Will People With Disabilities Be Forced Into Nursing Homes? – Nov. 27, 2018
- Working Grandparents Raising Grandchildren May Qualify for EITC – Nov. 20, 2018
- Beware of Arbitration Clauses in Nursing Home Admission Contracts – Nov. 13, 2018
- Purchasing a Pre-Paid Funeral Plan is An Important Part of a Well-Rounded Estate Plan – Nov. 6, 2018
October 2018
- Guns and Dementia – Oct. 30, 2018
- 4th Quarter Review of Estimated Taxes – Oct. 23, 2018
- Do You Have to Name a Virginia Resident to Serve as the Executor of Your Will? – Oct. 16, 2018
- Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: Deductible Medical Expenses – Oct. 9, 2018
- Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: Net Worth and Transfer Rules – Oct. 2, 2018
September 2018
- Dept. of Veterans Affairs Publishes Final Rule for Needs-Based Benefits: General Overview – Sept. 25, 2018
- Making the Transition to a Long-Term Care Facility – Sept. 18, 2018
- Financial Industry Issues New Rules to Protect The Elderly – Sept. 11, 2018
- Why You Need an Estate Administration Attorney After the Death of a Loved One – Sept. 4, 2018
August 2018
- Stop Procrastinating. It’s Time To Make A Plan! – August 28, 2018
- To Shred or Not To Shred? – August 21, 2018
- Should I Transfer My House To My Kids? – August 14, 2018
- Will You Outlive Your Nest Egg? – August 7, 2018
July 2018
- Unexpectedly Disinherited? – July 31, 2018
- IRS Announces Refunds and Credits for Some Veterans – July 24, 2018
- Anxiety and Dementia – July 17, 2018
- Think Before You Liquidate That IRA – July 10, 2018
- New Changes to 529 Plans – July 3, 2018
June 2018
- When it’s Time to Hang up the Keys – and How to Have That Difficult Discussion – June 26, 2018
- Elder Abuse, Neglect, and Exploitation, Part Three: What Can You Do? – June 19, 2018
- Executor or Trustee of Family Member’s Estate or Trust? Be Careful. – June 12, 2018
- Older Adults and Romance – June 5, 2018
May 2018
- New Guidance for Special Needs Trusts – May 29, 2018
- I am a Beneficiary of an Estate – Why Did I Receive a Schedule K-1? – May 22, 2018
- The Importance of Good Recordkeeping – and Which Documents to Keep – May 14, 2018
- Elder Abuse, Neglect, and Exploitation, Part Two: What to Watch For and What is Being Done to Combat the Problem – May 8, 2018
- Should you add your child to the title of your real property? – May 1, 2018
April 2018
- Penalty Periods and the 5-Year Lookback: Some Good News – April 24, 2018
- April 17th Marks the Tax Deadline! Have You Filed Your Return? – April 17, 2018
- Administration of Small or Insolvent Estates – April 10, 2018
- The Surprising Things Medicaid Won’t Pay For – April 3, 2018
March 2018
- Elder Abuse, Neglect, and Exploitation, Part One: What is it and Can it Happen to You? – March 23, 2018
- Complications of Owning Real Property in Multiple States – March 16, 2018
- Penny Wise but Pound Foolish – March 12, 2018
- Determining How Much of Your Social Security Benefits are Taxable – March 2, 2018
February 2018
- AMBROSIO V. WOLF: A Will Contest Cannot be Brought Until After the Testator has Died – February, 27, 2018
- Protecting an Inheritance from Creditors – February, 19, 2018
- Dementia and Driving – February 9, 2018
- Cold or Flu – How to Tell the Difference – February 5, 2018
January 2018
- Tax Rates Affected by New Tax Law – January 26, 2018
- The Problems Associated with Joint Bank Accounts – January 19, 2018
- With Tax Time Fast Approaching – January 12, 2018
- Avoiding Common Investment Mistakes – January 9, 2018
- Tax Cuts and Jobs Act of 2017 – January 2, 2018
Hook Law Center 2017 Newsletters
December 2017
- Medical Expense Deduction Spared – December 22, 2017
- IRVING v. DIVITO: BEWARE OF HOMEMADE ESTATE PLANNING DOCUMENTS – December 15, 2017
- Death & Procedure – December 8, 2017
- Home for the Holidays: Conversations for Every Stage of Life – December 1, 2017
November 2017
- What Just Happened? – November 28, 2017
- Buyer Beware: The Dangers of Do-it-Yourself Estate Planning – November 17, 2017
- Protecting Assets When A Spouse Enters A Nursing Home – November 13, 2017
- Can You Be Held Personally Liable for Your Parent’s Long-Term Care in Virginia? – November 7, 2017
October 2017
- Avoiding Guardianship/Conservatorship – October 30, 2017
- Planning for Death the Swedish Way – October 20, 2017
- New Medicare Cards Coming Soon – October 13, 2017
- Protecting Public Benefits from Child Support Payments – October 9, 2017
September 2017
- Assuring an Inheritance for your Heirs – September 29, 2017
- Myths about Public Benefits – September 22, 2017
- The Equifax Data Breach: Take This One Step Now – September 18, 2017
- Palliative Care and Hospice: Quality of Life for Patients with Serious Illness – September 8, 2017
- Exercise & Foreign Language – September 1, 2017
August 2017
- The VA Choice Program – August 25, 2017
- Preventing Dementia and Cognitive Decline – August 18, 2017
- Beware of Public Benefits: The Cautionary Tale of Overpayments – August 11, 2017
- The Importance of Re-evaluating Your Estate Plan – August 7, 2017
- Is Game of Thrones A Victory for Disability Rights? – August 1, 2017
July 2017
- Spotlight on: Senior Services of Southeastern Virginia – July 25, 2017
- IRS Grants Extension for Portability Purposes – July 17, 2017
- SENTARA PACE – Adult Day Care – July 7, 2017
June 2017
- Blended Families: Why Pre- or Post-Marital Planning is So Vital – June 29, 2017
- Refuse Care At Your Own Risk – June 26, 2017
- Use this Tool to Prevent Financial Exploitation and Identity Theft – June 16, 2017
- Breach of Fiduciary Duties under a Power of Attorney – June 9, 2017
- World Elder Abuse Awareness Day – June 2, 2017
May 2017
- What Do You Mean Electronic Will? – May 30, 2017
- Virginia’s New Access to Digital Assets Act – May 23, 2017
- The Role of an Elder Law Attorney in Personal Injury Actions – May 15, 2017
- The New Elective Share Law Adds a Layer of Complexity for Planning for Long-Term Care – May 8, 2017
- Are the New Proposed Tax Cuts Something You Should Be Concerned About? – May 1, 2017
April 2017
- Top Scams Targeting Seniors – And How to Avoid Them – April 25, 2017
- Selling Real Property to Satisfy the Debts of a Decedent – April 17, 2017
- Early Signs of Dementia and What to Do About Them – April 10, 2017
- Healthy Aging in Hampton Roads: The Future Looks Bright! – April 3, 2017
March 2017
- Why You Need an Elder Law Attorney – March 28, 2017
- Medicare Actively Expanding MSP Compliance for Personal Injury Claimants – March 20, 2017
- Predators and Creditors: How to Protect Your Family – March 13, 2017
- Events That Inspire Estate Planning – March 3, 2017
February 2017
- Beware Hospital “Outpatient” Observation Status – February 24, 2017
- Exceptions to Medicaid Estate Recovery – February 20, 2017
- Issues to Consider when Your Child Goes off to College – February 13, 2017
- Commonly Overlooked Tools for Incapacity Planning – February 6, 2017
January 2017
- Will Medicaid Take My House? – January 31, 2017
- Maximizing Your Child’s SSI by Utilizing ABLE Accounts – January 20, 2017
- Intra-Family Conflict After Death – It’s Expensive – January 16, 2017
- Do You Need To Revisit Your Estate Plan in 2017? The Answer is Probably “Yes.” – January 6, 2017
Hook Law Center 2016 Newsletters
December 2016
- The 65-Day Rule: What Every Trustee Should Know about Taxes – December 30, 2017
- ABLE Accounts Open in Virginia – December 27, 2016
- Special Needs Trust Fairness Act Passes Congress – December 20, 2016
- Problematic Proposed Regulations May Harm Family Businesses If Left Unaddressed – December 9, 2016
- Decanting an Irrevocable Trust to Protect Public Benefit Eligibility – December 2, 2016
November 2016
- ‘Tis the Season…for hospital admissions and long-term are planning! – November 28, 2016
- Life-Saving Tech Tip for Cell Phone Users – November 18, 2016
- What President-Elect Trump and the Republican Party have in Store for You: Estate, Gift and Generation Skipping Transfer Taxes – November 14, 2016
- State Tax Credit Can Help With Home Improvement Costs – November 8, 2016
October 2016
- Establishing Retroactive Survivor Benefit Plan Payments (SBP) for a Dependent Child – October 31, 2016
- Using Person-First Language to Communicate With and About People with Special Needs – October 24th, 2016
- Musings on Financial Aid – October 14th, 2016
- Cruising through Caregiving – Book Review – October 11th, 2016
- Planning for Small Business Owners Is Critically Important – October 4th, 2016
September 2016
- New Changes Coming for Family-Owned Businesses – September 9, 2016
- Protect Yourself from Identity Theft & Credit Card Fraud – September 2, 2016
August 2016
- Home Upgrades to Help Aging in Place – August 26, 2016
- Department of Defense Rolls Out a New Retirement Plan – August 19, 2016
- The Effect of Divorce on Your Estate Plan – August 12, 2016
- Asset Protection in Virginia: What can I do that won’t break the bank? – August 5, 2016
July 2016
- Recent Court Ruling Creates Difficulty Obtaining Documents from Nursing Facilities – July 29, 2016
- Understanding a Resident’s Transfer and Discharge Rights under the Nursing Home Reform Act – July 22, 2016
- Little-Known Burial Benefits for Veterans – July 15, 2016
- Beware Scams Targeting Seniors and the Unwary – July 8, 2016
- Early Onset Alzheimer’s-Type Dementia – July 1, 2016
June 2016
- DeCambre v. Brookline Housing Authority – June 24, 2016
- Finding the Right Assisted Living Facility – June 17, 2016
- Musing on a Road Trip – June 10, 2016
- High Profile Estate Disputes – June 3, 2016
May 2016
- Medicare Advantage Plans – May 27, 2016
- Life Insurance Considerations for Your Estate Plan – May 20, 2016
- Recent Developments In The Law – May 13, 2016
- Lessons Everyone Can Learn From Prince’s Estate – May 6, 2016
April 2016
- Preserving Family History – April 29, 2016
- Freedom of Sexual Expression for Elderly and Disabled Adults – April 22, 2016
- Transferring Real Estate into an LLC: Use Caution When a Mortgage is Involved – April 15, 2016
- CLIENT UPDATE: New Changes In Virginia Spousal Inheritance Rights – April 8, 2016
- The Cost of Procrastination – April 1, 2016
March 2016
- Changes to Medicaid Waiver Program – March 25, 2016
- Communicating with a Loved One with Alzheimer’s – March 18, 2016
- The Missing Element of Your Estate Plan – March 11, 2016
- Aging In Place (It’s the little things…) – March 4, 2016
February 2016
- Spotlight on Income Taxes: Medical Deduction for Assisted Living? – February 26, 2016
- Household Model of Care – February 19, 2016
- Agents Beware: Failure to Disclose Your Principal Leads to Personal Liability – February 12, 2016
- Spotlight on: EQUI-VETS and EQUI-KIDS – February 5, 2016
January 2016
- New Emergency Contact Listing Provided by Virginia – January 29, 2016
- My Aunt Named Me the Executor of her Will – Now What? – January 22, 2016
- Department of Defense Releases Regulation Pertaining to Survivor Benefit Plan (SBP) Annuity to Special Needs Trusts – January 15, 2016
- Who to Select as Fiduciary? – January 8, 2016
- Medicare Open Enrollment – January 1, 2016
Hook Law Center 2015 Newsletters
December 2015
- A Primer on the Importance of Executing a Power of Attorney and Advance Medical Directive – December 25, 2015
- Taking Stock in Family Over the Holidays – December 18, 2015
- Protecting the Family Home – December 11, 2015
- Smart Money Moves before 2016 – December 4, 2015
November 2015
- Year End Tax Planning – November 27, 2015
- Nursing Home Reform Act – November 20, 2015
- Do Your Loved Ones Need Additional Assistance? Signs to Watch for this Holiday Season – November 13, 2015
- New Budget Act Drastically Changes Social Security Election Strategies – November 6, 2015
October 2015
- Alternative to Special Needs Trusts – October 30, 2015
- Tax Considerations of a Household Employer – October 23, 2015
- How Often Should I Review My Estate Planning Documents? – October 16, 2015
- Avoiding Missteps With Your Power of Attorney – October 9, 2015
- Thoughts on Accessibility – October 2, 2015
September 2015
- Spotlight on Fiduciaries: What Are They And What Do They Do? – September 25, 2015
- Promoting Independence Through The Special Needs Trust Fairness Act of 2015 – September 18, 2015
- Changes in Virginia Law Relating to Digital Assets – September 11, 2015
- Charitable Giving as a Tool in Estate Planning – September 4, 2015
August 2015
- ABLE Account Update – August 21, 2015
- The Troubling Dilemma of Addiction: Estate Planning for Families of Loved Ones with Drug and Alcohol Problems – August 14, 2015
- Tips for Avoiding Identity Theft – August 7, 2015
July 2015
- Trusts: A Tool to Protect Against Elder Financial Abuse – July 31, 2015
- New Law Requires Hospitals to Inform Patients of Status – July 24, 2015
- Draper v. Colvin: The Pitfall of Using a Parent to Establish a Special Needs Trust When That Parent Is Also An Agent Under A Power Of Attorney – July 17, 2015
- Where Should I Keep My Estate Planning Documents? – July 10, 2015
- Limitations On Capacity Limit Planning Options – July 3, 2015
June 2015
- Role of the Executor – June 26, 2015
- Thinking Through Lifetime Gifts – June 19, 2015
- Minimizing the Impact on Marital Income When One Spouse Enters a Nursing Home – June 12, 2015
- Avoiding Problems in Selecting an Agent for Your Medical Decisions – June 5, 2015
May 2015
- Spotlight On: Virginia’s Long-Term Care Ombudsman Program – May 29, 2015
- Asset Protection Planning in Virginia: A Conversation – May 22, 2015
- Gifts to Grandchildren Through 529 Plans – May 15, 2015
- In An Era of Elder Abuse, How Can You Prevent Exploitation? – May 8, 2015
- Should I Have A Revocable Trust? – May 1, 2015
April 2015
- What To Do After A Diagnosis of Alzheimer’s – April 24, 2015
- CLIENT BEWARE: Beware of the Potentially Huge Headaches from Foreign Accounts – April 17, 2015
- Financial Spring Cleaning – April 10, 2015
- New Reverse Mortgage Requirements Coming Soon! – April 3, 2015
March 2015
- Your Income Tax Return Isn’t Ready? Don’t Panic – March 27, 2015
- Choosing a Financial Advisor – March 20, 2015
- Elder Law and Special Needs Attorneys: What You Should Know – March 13, 2015
- Understanding Estate and Gift Taxes – March 6, 2015
- Long-Term Care Costs in 2015 – March 2, 2015
February 2015
- Housing Assistance for the Disabled – February 23, 2015
- Focusing on Older Americans: An Introduction to the Older Americans Act – February 13, 2015
- Understanding the Advance Medical Directive – February 6, 2015
January 2015
- Influences on Retirement Age – January 30, 2015
- Intra-Family Agreements – January 23, 2015
- Managing Incapacity: A Brief Overview of Guardianship in Virginia and Available Alternatives – January 16, 2015
- What To Look For In A Long-Term Care Insurance Policy – January 9, 2015
- A Lifesaver: The Geriatric Care Manager – January 2, 2015
Hook Law Center 2014 Newsletters
December 2014
- Flu Breakthrough – December 29, 2014
- Tax-Favored Accounts for Individuals with Disabilities Permitted under the ABLE Act – December 19, 2014
- Legislation Enables Survivor Benefit Plan (SBP) Payments to a Special Needs Trust – December 12, 2014
- Planning Ahead for Long-Term Care Medicaid to Maximize Your Assets – December 5, 2014
November 2014
- More on Alzheimer’s Research – November 28, 2014
- Will My Grandchildren Be Able To Afford To Go To College? – November 21, 2014
- Koenig v. Dungey: Using Annuities to Establish Medicaid Eligibility – November 14, 2014
- Inadequate Retirement Savings? Consider These Options – November 7, 2014
- What Your Face Reveals – November 3, 2014
October 2014
- When Minors Live With Grandparents: Public School Considerations – October 24, 2014
- Understanding How Income Impacts Means-Tested Benefits – October 17, 2014
- Fish And Your Brain – October 10, 2014
- Going Out In Style (A Book Review) – October 3, 2014
September 2014
- Choosing A Guardian For A Minor Child – September 26, 2014
- To Shred or Not to Shred? – September 23, 2014
- Protect Yourself from Identity Theft and Credit Card Fraud – September 12, 2014
- Is PACE a Good Option For Your Loved One? – September 5, 2014
August 2014
- Exercise-The Fountain of Youth? – August 29, 2014
- Choosing A Hospice – August 22, 2014
- The Importance of Legal Professionals in Planning and Applying for the Aid & Attendance Benefit – August 15, 2014
- Choosing An Executor: Common Challenges And Solutions – August 8, 2014
- Long-Term Care Medicaid Considerations for Homeowners – August 1, 2014
July 2014
- Red v. White – (Wine’s Healthy Benefits) – July 25, 2014
- Recognizing the Need for Professional Care Services – July 18, 2014
- Frequently Overlooked Retirement Considerations – July 11, 2014
- Transfer on Death Deeds: Another Tool for Probate Avoidance – July 4, 2014
June 2014
- Medicaid Penalty Period Imposed for Payments Make to a Family Caregiver – June 27, 2014
- Hook Law Center Co-Sponsors Aging Talks – June 20, 2014
- Managing Your Legacy Through Estate Planning – June 13, 2014
- Use of a Power of Attorney to Apply for a Reverse Mortgage – June 6, 2014
May 2014
- Don’t Be “Penny-Wise and Pound-Foolish” When Creating an Estate Plan – May 30, 2014
- Exercise Forever – May 23, 2014
- Obtaining Housing For A Special Needs Family Member – May 16, 2014
- “Why a Client Questionnaire?” – May 9, 2014
- Deducting Care Expenses: What You Should Know – May 2, 2014
April 2014
- Common Mistakes In “Do It Yourself” Estate Planning – April 25, 2014
- Digital Assets and Your Estate Plan – April 18, 2014
- The Power of Sleep – April 11, 2014
- Exploring Long-Term Care Insurance – April 4, 2014
March 2014
- The Importance of Gifting Powers in Long-Term Care Planning – March 28, 2014
- Long-Term Care Without Public Benefits: The Two Bucket Self-Insurance Tactic – March 21, 2014
- Estate Planning Considerations for the Small Business Owner – March 14, 2014
- Press Release From Governor Terry McAuliffe – March 7, 2014
February 2014
- Preserving Your Real Property Tax Exemption When Creating Your Estate Plan – February 28, 2014
- New Technology Aids Financial Analysis – February 21, 2014
- Discipline and the Special Ed Student – February 14, 2014
- Remedying a Common Estate Planning Error: Improper Titling of Assets – February 7, 2014
January 2014
- The Link between Alzheimer’s and Cholesterol Levels – January 31, 2014
- New Changes In Reverse Mortgage Regulations Provide Opportunity For The Elderly – January 24, 2014
- Overturning Ahlborn: Congress’s Affirmation of Medicaid’s Position as Payer of Last Resort – January 17, 2014
- Maximizing Your Social Security Benefits – January 10, 2014
- Elder Law Statistics for 2014 – January 3, 2014
Hook Law Center 2013 Newsletters
December 2013
- Happy New Year… The Party’s Over… A New Leaf… – December 31, 2013
- Managing Your Long-Term Care Insurance Company – December 20, 2013
- As We Gather ‘Round the Table: Involving the Elderly in Family Festivities – December 13, 2013
- Estate Planning for Pet Owners – December 6, 2013
November 2013
- Adaptive CrossFit – November 29, 2013
- Disability Planning Gone Wrong – Nobvember 22, 2013
- Duties of a Trustee in Managing a Trust for the Benefit of an Individual with Special Needs – November 15, 2013
- How to Name Beneficiaries of your IRA – November 8, 2013
- Working Longer May Help You – November 1, 2013
October 2013
- Down Syndrome and the Link to Alzheimer’s – October 25, 2013
- The Importance of Titling and Designations In Estate Planning – October 18, 2013
- The Role of Guardianships & Conservatorships in Today’s World – October 11, 2013
- The Affordable Care Act: The Impact on Individual Income Tax Returns – October 4, 2013
- Heiress’ Estate Settlement Reached – October 2, 2013
September 2013
- The Affordable Care Act: What You Need to Know – Part II – September 20, 2013
- What Are Pet Trusts? – Part II – September 13, 2013
- What Are Pet Trusts? – Part I – September 6, 2013
August 2013
- Intimacy and the Elderly – August 30, 2013
- Ideal Nest Egg Grows – August 26, 2013
- The Affordable Care Act: What You Need To Know – August 19, 2013
- Living with Alzheimer’s – August 12, 2013
- Respecting Privacy – August 5, 2013
July 2013
- Online Application for VA Benefits – July 29, 2013
- Using Home Equity in Retirement – July 22, 2013
- Windsor v. U.S. and the Defense of Marriage Act: What Does it Mean? – July 15, 2013
- Reverse Mortgage – Questions & Answers – July 9, 2013
- It’s Summertine – Do You Know Where Your Children/Parents Are? – July 1, 2013
June 2013
- The Importance of Updating Your Beneficiary Designations after Hillman v. Maretta – June 22, 2013
- “When it Comes to an Inheritance, How Much is Too Much?” and other Estate Planning Tips from Warren Buffett – June 21, 2013
- Denial About Aging – June 10, 2013
- Pet Visitation in Facilities – June 3, 2013
May 2013
- The Benefits of Exercise As You Age – May 28, 2013
- Warren Buffet’s Investing Advice – May 20, 2013
- Private Causes of Action Under the Medicare Secondary Payer Act – May 13, 2013
- Breast and Cervical Cancer Care – May 6, 2013
April 2013
- Affordable Care Act and Health Marketplaces – Apr 29, 2013
- Alzheimer’s Support Groups – Apr 22, 2013
- Documents to Keep – Apr 15, 2013
- The Cost of Getting Older – Apr 10, 2013
- What You Need to Know About Long-Term Care Planning – Apr 1, 2013
March 2013
- What Downton Abbey Can Teach Us About Money – Mar 25, 2013
- Beneficiary Form Cautions – Mar 18, 2013
- Book Review, “Before I Go,” by Arie Korving – Mar 12, 2013
- Safety Tips for Private Party Car Sales – Mar 6, 2013
February 2013
- Social Security Online – Feb 26, 2013
- Health Care Deductions, Some New Considerations – Feb 19, 2013
- Updates on Social Security Checks and More – Feb 12, 2013
- Hope for Alzheimer’s Through Nutrition – Feb 5, 2013
January 2013
- The American Taxpayer Relief Act 2012: A Basic Overview – Jan 28, 2013
- Tips to Control Your Budget – Jan 21, 2013
- Exploitation of the Elderly – the Virginia Response – Jan 15, 2013
- Medicare to Cover More Home Health Services – Jan 8, 2013
- Reporting the Death of an Annuitant- Do I Keep the Payment this Month? – Jan 2, 2013
Hook Law Center 2012 Newsletters
December 2012
- Happy Holidays – Hospice v. Skilled Nursing Facility – Dec 21, 2012
- Physicians Orders for Scope of Treatment – Dec 18, 2012
- The IRS Announces an Increase in the Annual Gift Tax Exclusion – Dec 11, 2012
- What You Should Know About 401(k)s – Dec 4, 2012
November 2012
- Care of the Caregiver – Nov 27, 2012
- Myths About Alzheimer’s Disease – Nov 20, 2012
- Qualified Disabled Veteran’s Nursing Home Care – Nov 13, 2012
- The Seven Stages of Alzheimer’s Disease – Nov 7, 2012
October 2012
- A Review of “On Death & Dying” (a book by Elisabeth Kubler-Ross, M.D.) – Oct 30, 2012
- After Death – Who Pays the Credit Card Bills? – Oct 24, 2012
- National Estate Planning Awareness Week: October 15-21, 2012 – Oct 17, 2012
- Owners Title Insurance: Something to Think About – Oct 9, 2012
- For Medicaid, Long-Term Care Costs of Elderly are Rising – Oct 2, 2012
September 2012
- The Future of Elder Law – Sep 25, 2012
- Hospital Admission Advisory – Sep 17, 2012
- Savings and Retirement – Sep 11, 2012
- Changing One’s Domicile — More Complicated Than You Think – Sep 5, 2012
August 2012
- Autism – The Invisible Disability – Aug 28, 2012
- Making the Most of Your Social Security Benefits – Aug 21, 2012
- The Pitfalls of Medicare – Aug 14, 2012
- The Social Dimension in Estate Planning – Aug 7, 2012
July 2012
- Organizing Your Critical Documents – Jul 31, 2012
- Medical Alert Systems – Jul 24, 2012
- New Thoughts about Living Wills – Jul 17, 2012
- Appreciating the Aging Process – Jul 10, 2012
- Keys To Living A Longer, Happier Life – Jul 3, 2012
June 2012
- Oast & Hook Changes Its Name to Hook Law Center – Jun 27, 2012
- Changes in Virginia Law – Jun 1, 2012
May 2012
- Genworth 2012 Cost of Care Survey – May 22, 2012
- Caregiving From Afar – May 15, 2012
- At-Home Technology Allows Seniors to Remain Independent – May 8, 2012
- What Records to Keep and How Long to Keep Them – May 1, 2012
April 2012
- Taxation of Social Security Benefits – Apr 24, 2012
- Planning For Retirement in an Uncertain World – Apr 17, 2012
- National Healthcare Decisions Day – Apr 10, 2012
- Visiting Physicians Assocation – Apr 3, 2012
March 2012
- Benefits for Special Needs Children of Civil Service Employees – Mar 27, 2012
- LLCs and Wills – Mar 20, 2012
- Americans Stay Alert to Ageism – Mar 13, 2012
- iPad Applications for Seniors – Mar 6, 2012
February 2012
- Using Positive Communication When Someone Has Dementia – Part II – Feb 28, 2012
- Using Positive Communication When Someone Has Dementia – Part I – Feb 21, 2012
- Honor Flights for American Veterans – Feb 14, 2012
- Smart Shopper: Be a Wise Consumer of Health Care Services – Feb 7, 2012
January 2012
- Testamentary Capacity and Undue Influence in Will Contests – Jan 31, 2012
- What is a CELA? – Jan 24, 2012
- 2012 Elder Law Numbers – Jan 17, 2012
- Planning to Replace the Irreplaceable Parent – Jan 10, 2012
- Protect Yourself From Identity Theft – Jan 3, 2012
Hook Law Center 2011 Newsletters
December 2011
- Keys to Living a Longer Happier Life – Dec 27, 2011
- Holiday Tips for Families with Elderly Relatives – Dec 20, 2011
- Year-End Tax Planning Tips – Dec 13, 2011
- Questions for Aging Parents – Dec 6, 2011
November 2011
- Medicare Annual Election Period is Open Until December 7, 2011 – Nov 29, 2011
- November is National Alzheimer’s Disease Awareness Month and National Family Caregivers Month – Nov 22, 2011
- Long-term Care Insurance Developments – Nov 15, 2011
- Taking Over Aging Parents’ Finances – Nov 4, 2011
October 2011
- Sprendthrifts: Preserving Your Estate For Your Children – Oct 28, 2011
- Pooled Trusts – Oct 21, 2011
- CMS Provides First Guidance for Liability Medicare Set-Asides – Oct 14, 2011
- Adult Adoption and Inheritance – Oct 7, 2011
September 2011
- Undue Influence – Sep 30, 2011
- Digital Estate Planning – Sep 23, 2011
- Home Sweet Home – Protecting Your Greatest Investment – Sep 16, 2011
- After-Death Decisions – Sep 9, 2011
- The Caregiver’s Prison – Sep 2, 2011
August 2011
- Efficient Funding of Long-term Care Insurance – Aug 26, 2011
- Estate Planning for Unmarried and Same Sex Couples – Aug 19, 2011
- Partition – Aug 12, 2011
- Limited Liability Companies: The Entity of Choice for Estate and Business Planning – Aug 5, 2011
July 2011
- Medications and Seniors – Jul 29, 2011
- Male Menopause – Jul 22, 2011
- Special Benefits for Military Families – Elect With Care – Jul 15, 2011
- Charitable Giving Is On The Rise – Jul 8, 2011
- Guardianships For Adult Children With Disabilities – Jul 1, 2011
June 2011
- Estate and Financial Planning: It’s Never to Early to Start – Jun 24, 2011
- Protecting Your Retirement Plan in a Corporate Transition – Jun 17, 2011
- Nutrition and Exercise – Partners for Life – Jun 10, 2011
- Who Is In Charge? – Jun 3, 2011
May 2011
- Medicaid’s Rights of Recovery in Personal Injury Cases – May 27, 2011
- Financial Elder Abuse – May 20, 2011
- The Uniform Power of Attorney Act – May 13, 2011
- Behavior Problems and Dementia – May 6, 2011
April 2011
- Interest Rates and Retirement – Apr 29, 2011
- Respite Care – Apr 22, 2011
- National Healthcare Decisions Day – Apr 15, 2011
- What Records to Keep and How Long to Keep Them – Apr 8, 2011
- Undue Influence and Wills – Apr 1, 2011
March 2011
- Projecting the Amount of Savings and Income You Will Need in Retirement – Mar 25, 2011
- Emergency Rooms for the Elderly – Mar 18, 2011
- Trustee Discretion and The Court – Mar 11, 2011
- America’s Best Nursing Homes – Mar 4, 2011
February 2011
- End-Of-Life Care For Veterans – Feb 25, 2011
- Conservatorship and Testamentary Capacity – Feb 18, 2011
- Pet Trusts – Feb 11, 2011
- Life Care Planning – A New Focus for Elder Law Firm – Feb 4, 2011
January 2011
- Elder Financial Abuse – What Are the Signs? – Jan 28, 2011
- Trust Administration Issues – Jan 21, 2011
- 2010 Tax Relief Act – Is It Really a Relief? – Jan 14, 2011
- Older Long-term Care Insurance Policies – Jan 7, 2011
Hook Law Center 2010 Newsletters
December 2010
- Questions for Aging Parents – Dec 31, 2010
- Holiday Tips for Families with Elderly Relatives – Dec 24, 2010
- Charitable Giving Tips for the Holidays – Dec 17, 2010
- If Your Wallet Disappears – Dec 10, 2010
- Compensating Family Caregivers – Dec 3, 2010
November 2010
- Department of Veterans Affairs Programs Assist Local Veterans – Nov 26, 2010
- Pooled Trusts – Nov 19, 2010
- Charitable Contribution Tax Tips – Nov 12, 2010
- Holiday Blues ─ Depression in the Elderly – Nov 5, 2010
October 2010
- Caregiving from Afar – Oct 29, 2010
- Wills and Undue Influence – Oct 22, 2010
- Medicare Project for Home Visits – Oct 15, 2010
- Medicare Update – Oct 8, 2010
- Dementia Cases and Costs – Oct 1, 2010
September 2010
- A Pacemaker and Our Healthcare System – Sep 24, 2010
- Waiting for Medicare – Sep 17, 2010
- Trust Divisions and Terminations – Sep 10, 2010
- Screenings for Nursing Facility Entry – Sep 3, 2010
August 2010
- Medical Records and Identity Theft – Aug 27, 2010
- From Nursing Home to Home – Aug 20, 2010
- Questions for Aging Parents – Aug 13, 2010
- Wills – Dispensing with Formalities – Aug 6, 2010
July 2010
- Retirement Planning Calculators – Jul 30, 2010
- Gifts You Can Give After Your Lifetime – Jul 23, 2010
- Life Care Planning – Jul 16, 2010
- Taking Over Aging Parents’ Finances – Jul 9, 2010
- Costs Associated with Reverse Mortgages on the Decline – Jul 2, 2010
June 2010
- Keys to Living a Longer, Happier Life – Jun 25, 2010
- Survey of Long-term Care Costs in 2010 – Jun 18, 2010
- Compassionate Allowances Initiative – Jun 11, 2010
- Acting Your Age When Making Investment Choices – Jun 4, 2010
May 2010
- Ten Reasons to Create or Update Your Estate Plan Now – May 28, 2010
- At-Home Technology Allows Seniors to Remain Independent – May 21, 2010
- Negative Inheritance – May 14, 2010
- Gifts You Can Give Now – May 7, 2010
April 2010
- Aging in Place – Apr 30, 2010
- IRA Rescue – Apr 23, 2010
- The Virginia Uniform Power of Attorney Act – Apr 16, 2010
- Health Care Overhaul (Part 2) – Apr 9, 2010
- Health Care Overhaul – Apr 2, 2010
March 2010
- Love May Not Be Enough – Mar 26, 2010
- Preventing Elder Financial Abuse – Mar 19, 2010
- Combination Long-term Care Products – Mar 12, 2010
- Personal Care Agreements – Mar 5, 2010
February 2010
- Protect Yourself From Identity Theft – Feb 26, 2010
- Medicare Costs More for Some Beneficiaries – Feb 19, 2010
- New Developments in the Estate Tax Law, Are you Affected? – Feb 12, 2010
- 2010 – The Year of Carryover Basis – Feb 5, 2010
January 2010
- No Estate Tax Means Extra, and Different, Planning – Jan 29, 2010
- America’s Best Nursing Homes – Jan 22, 2010
- Long-term Care Partnership Program and Medicaid – Jan 15, 2010
- Is It Time to Give Up Driving? – Jan 10, 2010
- 2010 Elder Law Numbers – Jan 8, 2010
Hook Law Center 2009 Newsletters
December 2009
- Avoiding Common Investment Mistakes – Dec 25, 2009
- Year-End Tax Planning Tips – Dec 18, 2009
- Intrepretation of Trust Agreements – Dec 11, 2009
- Estate Planning For Blended Families – Dec 4, 2009
November 2009
- Taking Care of the Family Business During the Holidays – Nov 27, 2009
- Preparation is the Key to Minimizing Stress and Regrets – Nov 20, 2009
- Holiday Blues – Depression in the Elderly – Nov 13, 2009
- The Dos and Don’ts of Long-Term Care Insurance – Nov 6, 2009
October 2009
- Northwestern Mutual Introduces Long Term Care Cost Calculator – Oct 30, 2009
- Pooled Trusts – Oct 23, 2009
- Seniors’ Debt on the Rise – Oct 16, 2009
- Forfeiture Clauses in Trusts – Oct 9, 2009
- Long-Term Care Insurance – Navigating the Paperwork Maze – Oct 2, 2009
September 2009
- Financial Advisers and Alzheimer’s Disease – Sep 25, 2009
- In Case of An Emergency – Sep 18, 2009
- National Memory Screening Day – Sep 11, 2009
- Dodging Disaster – The Need for a Life Insurance Review – Sep 4, 2009
August 2009
- A Letter From Allie – Aug 28, 2009
- Seniors and Driving – Aug 21, 2009
- Advance Medical Directive Explanation – Aug 14, 2009
- Are Your Assets Really Diversified? – Aug 7, 2009
July 2009
- Don’t Forget to Pass on Passwords – Jul 24, 2009
- The Benefits of Funeral and Burial Pre-Planning – Jul 17, 2009
- How to Approach Your Parents About Their Estate Planning – Jul 10, 2009
- Navigating the Top Five Retirement Risks – Jul 3, 2009
June 2009
- Caregiver Burnout – Adult Day Care to the Rescue – Jun 26, 2009
- Long-Distance Caregivers Receive Help – Jun 19, 2009
- Legacy Letters and Ethical Wills – Jun 12, 2009
- Life Estate and Medicaid – Jun 5, 2009
May 2009
- Stimulus Payments for Seniors and Persons with Disabilities – May 29, 2009
- Oast & Hook Shred Day and Relocation – May 22, 2009
- Retirement Benefits and Life Insurance – May 15, 2009
- Seniors and Falls – A Critical Combination – May 8, 2009
- Powers of Attorney and Fiduciary Duty – May 1, 2009
April 2009
- Grandparent Visitation Rights – Apr 24, 2009
- Spouses and Undue Influence in Executing a Will – Apr 17, 2009
- Dementia And The Vanishing Legacy – Apr 10, 2009
- Confidential Relationships and Joint Accounts – Apr 3, 2009
March 2009
- Oast & Hook Shred Day is Coming! – Mar 27, 2009
- Oast & Hook Community Outreach – Mar 20, 2009
- State Nursing Homes For Veterans – Mar 13, 2009
- Nursing Homes For Veterans – Mar 6, 2009
February 2009
- Trust Protectors and Fiduciary Duty – Feb 27, 2009
- Pet Trusts – Feb 20, 2009
- ERISA Plans, Beneficiary Designation Forms, and Divorce – Feb 13, 2009
- What Is DocuBank? – Feb 6, 2009
January 2009
- The Uniform Power of Attorney Act – Jan 30, 2009
- Social Security – Retire Online – Jan 23, 2009
- Housing Crisis Affects Seniors’Efforts to Move – Jan 16, 2009
- Amended Special Needs Trust Still Exempt – Jan 9, 2009
- Required Minimum Distribution Requirements Waived For 2009 – Jan 2, 2009
Hook Law Center 2008 Newsletters
December 2008
- Long-term Care Partnership Program and Medicaid – Dec 26, 2008
- Year-End Tax Planning Tips – Dec 19, 2008
- Taking Care of the Family Business at the Holidays – Dec 12, 2008
- Irrevocable Income Only Trusts – Dec 5, 2008
November 2008
- Social Security Spousal Benefits – Nov 28, 2008
- Medicare Part D Costs to Increase in 2009 – Nov 21, 2008
- Holiday Blues – Depression in the Elderly – Nov 14, 2008
- 2009 Elder Law Numbers – Nov 7, 2008
October 2008
- Charitable IRA Rollovers Extended – Oct 31, 2008
- Pooled Trusts – Oct 24, 2008
- Choosing Colleges for Students with Learning Disabilities – Oct 17, 2008
- Questions For Aging Parents – Oct 10, 2008
- Appealing Health Insurance Coverage Denials – Oct 3, 2008
September 2008
- Medicare Part B Premium Remains The Same In 2009 – Sep 26, 2008
- Home Inventory Provides Peace Of Mind – Sep 19, 2008
- Deadline Nears for Free Credit Monitoring Services – Sep 12, 2008
- It’s An Election Year – Time to Update Your Estate Plan – Sep 5, 2008
August 2008
- Economic Stimulus Check Deadline Nears – Aug 29, 2008
- When Should You Start Receiving Social Security Benefits? – Aug 22, 2008
- Reverse Mortgages – Aug 15, 2008
- Social Security Administration New Online Calculator – Aug 8, 2008
- Is My Bank Account Insured? – Aug 1, 2008
July 2008
- PACE Program Helps Seniors Stay at Home – Jul 25, 2008
- Maybe It’s Time to Downsize – Jul 18, 2008
- Assisted Living Facility Costs as Tax Deductions – Jul 11, 2008
- Estate Recovery From Non-Recipient Spouse’s Estate – Jul 4, 2008
June 2008
- Expecting an Inheritance? – Not so Fast – Jun 27, 2008
- Charitable Giving – Jun 20, 2008
- Family Generosity and the Gift Tax – Jun 13, 2008
- CMS Proposes New Protections for Medicare Beneficiaries – Jun 6, 2008
May 2008
- Avoiding Common Investment Mistakes – May 30, 2008
- When Crisis Hits Persons with Disabilities – May 23, 2008
- Elective Share and Separate Property – May 16, 2008
- Social Security Early Retirement Decision Can Be Reversed – May 9, 2008
- Estate Planning for Blended Families – May 2, 2008
April 2008
- Veterans’ Benefits for Home and Assisted Living Care – Apr 25, 2008
- How to Approach Your Parents about Their Estate Plan – Apr 18, 2008
- National Healthcare Decisions Day – Apr 11, 2008
- Abandonment and Elective Share – Apr 4, 2008
March 2008
- Lifestyle Strategies to Reduce Caregiver Stress – Mar 28, 2008
- Strategies to Reduce Caregiver Stress – Mar 21, 2008
- Understanding Caregiver Stress – Mar 14, 2008
- InterActive Legal Announces Elder Law & Special Needs Planning Product – Mar 7, 2008
February 2008
- Children With Disabilities & Social Security – Feb 29, 2008
- Economic Stimulus Act of 2008 – Feb 22, 2008
- Structured Settlements and the Deficit Reduction Act of 2005 – Feb 15, 2008
- Negative Inheritance – Feb 8, 2008
- Trusts And Taxes – Feb 1, 2008
January 2008
- Aging in Place – Jan 25, 2008
- Social Workers and Administrators Quarterly Breakfast – Jan 18, 2008
- Tax Relief for Widows and Widowers – Jan 11, 2008
- New Year, New Name – Jan 4, 2008
Hook Law Center 2007 Newsletters
December 2007
- Special Needs Alliance in the News – Dec 28, 2007
- Senior Family Members’ Issues Surface During the Holidays – Dec 21, 2007
- Virginia Viatical Settlements Act Upheld – Dec 14, 2007
- Trust Modifications for Beneficiaries with Disabilities – Dec 7, 2007
November 2007
- Annuities and Long-term Care Planning – Nov 30, 2007
- 2008 Long-term Care Spousal Standards – Nov 23, 2007
- Pooled Trusts – Nov 16, 2007
- Challenges in Special Needs Trust Administration, Part II – Nov 9, 2007
- Challenges in Special Needs Trust Administration – Nov 2, 2007
October 2007
- Medicare Rates for 2008 – Oct 26, 2007
- Special Needs Alliance News – Oct 19, 2007
- In Case of an Emergency – Oct 12, 2007
- Don’t Forget to Pass on Passwords – Oct 5, 2007
September 2007
- There’s No Such Thing as a “Free Lunch” – Sep 28, 2007
- A Cross-Country Cycling Ride for a Worthy Cause – Sep 21, 2007
- Insurance Gaps and Unexpected Tragedies Leave Many Facing Impossible Choices – Sep 14, 2007
- The Need for Integrated Planning – Sep 7, 2007
August 2007
- Trust Revocation by Will – Aug 31, 2007
- Powers of Attorney and Estate Planning – Aug 24, 2007
- Retirement Planning for Baby Boomers – Aug 17, 2007
- Self-Settled Special Needs Trusts and Medicaid Payback – Aug 10, 2007
- Seniors – Beware of “Instant Experts” – Aug 3, 2007
July 2007
- Medicaid and Long-term Care Planning – Jul 27, 2007
- Top Ten Red Flags of Elder Financial Abuse – Jul 20, 2007
- Alive and Kicking – Jul 13, 2007
- Update on Personal Care Contracts – Jul 6, 2007
June 2007
- Report from the Virginia Chapter NAELA Meeting – Jun 29, 2007
- Planning for IRA Beneficiaries with Disabilities – Jun 22, 2007
- Teach Your Children and Grandchildren About Giving – Jun 15, 2007
- Protect Yourself From Identity Theft – Jun 8, 2007
- U.S. Supreme Court Rules in Favor of Parents of Children with Disabilities – Jun 1, 2007
May 2007
- How to Approach Your Parents About Their Estate Plan – May 25, 2007
- Oast & Hook Special Reports – May 18, 2007
- Pensions, Divorce, and Medicaid – May 11, 2007
- 2007 Legislative Update, Part II – May 4, 2007
April 2007
- 2007 Legislative Update – Apr 27, 2007
- Employers and Eldercare Benefits – Apr 20, 2007
- Virginia Advance Directives Day – Apr 13, 2007
- Personal Care Service Contracts for Nursing Home Residents – Apr 6, 2007
March 2007
- Accelerated Benefits and Long-term Care Planning – Mar 30, 2007
- Planning for Retirement Benefits Revisited – Mar 23, 2007
- The Law of Later-Life Health Care and Decision Making – Mar 16, 2007
- Life and Death Planning for Retirement Benefits – Mar 9, 2007
- How to Protect Your Earning Power From a Disability or Sickness – Mar 2, 2007
February 2007
- Undue Influence and Confidential Relationships – Feb 23, 2007
- Aging Is Not Easy – Feb 16, 2007
- Avoiding Problems When Funding Your Revocable Trust – Feb 9, 2007
- Elder Financial Abuse – Why Should You Care? – Feb 2, 2007
January 2007
- Virginia Long-term Care Partnership Program on the Way – Jan 26, 2007
- Reverse Mortgages May Be a More Affordable Option in 2007 – Jan 19, 2007
- Limited Opportunity for Qualified Medicare Beneficiary Coverage in Virginia – Jan 12, 2007
- Elder Care Costs Deplete Children’s Savings – Jan 5, 2007
Hook Law Center 2006 Newsletters
December 2006
- Charitable Giving Through Life Insurance – Dec 29, 2006
- Holiday Tips for Families with Elderly Relatives – Dec 22, 2006
- Estimating the Medicare Part D “Doughnut Hole” – Dec 15, 2006
- When Should You Start Financial Planning for Retirement? Right Now – Dec 8, 2006
- Baby Boomers Guide to Nursing Home Care – Dec 1, 2006
November 2006
- Charitable Giving Through Life Insurance Medicare Part D Revisited – Nov 24, 2006
- Pooled Trusts – Nov 17, 2006
- Estate Recovery Update – Nov 10, 2006
- 2007 Long-term Care Spousal Standards – Nov 3, 2006
October 2006
- Special Needs Trust Conference and Special Needs Alliance Meeting – Oct 27, 2006
- Year-End Tax Planning Tips – Oct 20, 2006
- Medicare Rates for 2007 – Oct 13, 2006
- Report from the American Law Institute/American Bar Association’s Elder Law Program – Oct 6, 2006
September 2006
- Report on the September Meeting of the Virginia Chapter of NAELA – Sep 29, 2006
- Care Agreements – Sep 22, 2006
- Life Settlement – Finding Hidden Value in Your Financial Statement – Sep 15, 2006
- Long-term Care Insurance – A Key Part of Retirement Planning – Sep 8, 2006
- Means-Tested Medicare Part B Premiums to Start in 2007 – Sep 1, 2006
August 2006
- Pension Protection Act of 2006 – Aug 25, 2006
- Waiver of Elective Share and Medicaid Eligibility – Aug 18, 2006
- A Not so Sweet Doughnut Hole – Aug 11, 2006
- Planning for Clients with Assets in Multiple Jurisdictions – Aug 4, 2006
July 2006
- The Military’s Survivor Benefit Plan and the Child with Disabilities – Jul 28, 2006
- Transmittal #84 Update – Jul 21, 2006
- New Law, New Opportunities – Jul 14, 2006
- How Does Medicaid Treat Heir Property? – Jul 7, 2006
June 2006
- Pet Trusts – Jun 30, 2006
- Patient Assistance Programs – Jun 23, 2006
- Update on Proof of Citizenship and Identity for Medicaid and Applicants and Recipients – Jun 16, 2006
- Estate Planning for Blended Families – Jun 9, 2006
- Common Errors in Long-term Care Planning – Jun 2, 2006
May 2006
- Highlights of the Tax Increase Prevention Act – May 26, 2006
- Virginia Medicaid Manual Update Assists Trustees of Special Needs Trusts – May 19, 2006
- Recent US Supreme Court Decision’s Impact on Personal Injury Awards and Medicaid – May 12, 2006
- Report from the 2006 NAELA Symposium and the Spring SNA Conference – May 5, 2006
April 2006
- Top Ten Red Flags of Elder Financial Abuse – Apr 28, 2006
- New Medicare Part D Benefit Parameters – Apr 21, 2006
- Seniors and Driving – Apr 14, 2006
- DRA of 2005 Impact on Medicaid, Part IV – Apr 7, 2006
March 2006
- All Handwritten Wills are Not Valid – Mar 31, 2006
- Will I Be Liable for My Parent’s Nursing Home Bill? – Mar 24, 2006
- Establishing a Retirement Plan to Maintain a Quality Lifestyle – Mar 17, 2006
- DRA of 2005 Impact on Medicaid Part III – Mar 10, 2006
- DRA of 2005 Impact on Medicaid Part II – Mar 3, 2006
February 2006
- DRA of 2005 Impact on Medicaid Part I – Feb 24, 2006
- Special Needs Trusts and Structured Settlements – Feb 17, 2006
- How to Approach Your Parents About Their Estate Plan – Feb 10, 2006
- Marital Agreements and Reciprocal Wills – Feb 3, 2006
January 2006
- The Augmented Estate and Certain Life Insurance Proceeds and Vested Retirement Benefits – Jan 27, 2006
- Care Management Services for People with Disabilities and Mental Illness: A Growing Need – Jan 20, 2006
- 2005 Deficit Reduction Act and Proof of Citizenship for Medicaid Applicants – Jan 13, 2006
- 2006 Long-term Care Spousal Standards – Jan 6, 2006
