Attorney Joan Reed Wilson, the managing partner of RWC, LLC Attorneys and Counselors at Law, has been appointed to the Task Force To Study Ways To Protect Senior Citizens From Fraud, by Speaker of The House, Matthew Ritter. Attorney Wilson was recommended by representative Quentin Phipps, who currently serves as the co-chair of the aging…
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A caregiver agreement is a legal document that outlines the terms of care between a caregiver and the care recipient. Are you a caregiver or care recipient? A caregiver agreement can help protect both parties and ensure clear expectations. Learn why it’s important and how to create one. Most adult children feel the need and…
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Britney Spears’s legal fight to take back control over her personal and financial affairs has put a spotlight on the issue of guardianship. Full guardianship of an adult may be necessary for many individuals who are incapable of managing their own affairs. This may be due to dementia or intellectual, developmental or mental health disabilities.…
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What Is Per Stirpes? The meaning of “Per stirpes” is a legal term (which in Latin means “by branch”) usually included in the Last Will and Testament or beneficiary designations for individual retirement accounts (IRAs). By branch, as in down the family tree branches. If a beneficiary (someone who would receive an inheritance), predeceases (dies…
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Say someone who owns individually-titled assets with no beneficiary designation passes away. Whether they have a Will or not, the deceased person’s estate has to go through probate. In some cases, a probate bond is required by a Probate Court in CT. A probate bond is an insurance policy to protect the estate of the…
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In December 2018, the Social Security Administration (SSA) had a nasty surprise for Laura Marshall (not her real name), a 74-year-old woman just scraping by in senior citizen housing in New York City’s Harlem neighborhood. The agency demanded that she repay more than $10,000 in benefits, claiming that she owned two properties — one in…
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As a soon-to-be parent, you want to make sure that your little human is completely taken care of, from the minute you hear that first cry. The preparations begin months before the arrival of your bundle of joy, and the internet is full of all kinds of advice for parents, checklists, to-dos, tips & tricks,…
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The federal government has expanded access to protections for the non-borrowing spouse of a reverse mortgage holder who is not named in the loan document, allowing more such spouses the ability to stay in their home if the borrowing spouse dies or moves to a care facility. Reverse Mortgage Protection Prior To 2014 A reverse…
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RELEASE: Connecticut’s elder law attorneys group elects new leadership The Connecticut chapter of the National Academy of Elder Law Attorneys (CT-NAELA) announced that new members have been elected to key leadership posts. Attorney Joan Reed Wilson, the managing partner of RWC, LLC Attorneys and Counselors at Law, has been selected as president-elect. Who Is Attorney…
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There Are Two Basic Types of Conservatorships In Connecticut One to manage the conserved person’s financial affairs (Conservator of the Estate) and one to manage their personal affairs (conservator of the Person). The Probate Court may appoint two separate individuals to perform these roles or one person to oversee both. Conservator of The Estate The…
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