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Monday, January 9, 2017

Aging Mastery Program Series-National Council on Aging


Attorney Kate Nance and I will be speaking several times on behalf of the Aging Mastery Program

in Salt Lake County, sponsored by the National Council on Aging!  Please see us speak on Advance Planning Topics at the following dates and locations:

Murray Sports Mall located at 5445 S. 900 E. Murray, UT;  February 22, 2017 at 12:00 noon;

Salt Lake County located at 2001 S. state Street, Salt Lake City, UT:  February 28, 2017 at 5:30 pm;

Murray Heritage Center 10 E. 6150 S.
Read more . . .


Monday, May 20, 2013

Elder Law Discussion on May 22, 2013 at 6:30 pm, Atria Assisted Living

Join members of the Elder Law Section of the Utah State Bar this Wednesday, May 22, 2013 at 6:30 pm  for a discussion on topics affecting the aging population. Now is the time to fill-out your advanced directive!  The discussion will occur at Atria Senior Living, 10970 S. 700 E. in Sandy, Utah.


Monday, March 18, 2013

Amazing Benefits Available to Utah Veterans..including free help with VA Pension Applications

The Elder Law Section of the Utah State Bar was recently honored with an informative discussion by Terry D. Schow, the director of the Veteran Administration in Utah and Christopher Scott, the VA Outreach Coordinator.  Both gentlemen provided an excellent overview of benefits that are offered by the VA here in Utah.  More information on specific eligibility for benefits can be found on the local VA website at veterans.utah.gov , but you may be interested in the following list of available benefits and contact information (not exhaustive):

  • Property tax abatement depending on percentage of disability;
  • Purple Heart Tuition Waiver;
  • Tuition Waiver for Military Members’ Surviving Dependents;
  • Honorary High School Diplomas;
  • Veterans Upward Bound (assisting in obtaining admission to post-secondary schools);
  • Veterans License Plates;
  • Veterans Job Representatives;
  • Veterans Job Preference;
  • Veterans Hiring Priority;
  • Veteran Nursing Homes;
  • Utah State Veterans Cemetery and Memorial Park located at 117111 Camp Williams Road in Bluffdale;
  • Bus and Trax Reduced Fare Cards;
  • Community Based Outpatient Clinics;
  • Valor House (provides transitional housing to homeless veterans for up to two years)  (801) 582-1565 ext. 2703

Did you know that you may obtain exceptional help filling out a VA applications for pension benefits for *FREE* from the American Legion (801) 326-2380;  VFW  (801) 326-2385;  DAV  (801) 326-2375; or Purple Heart (801) 326-2471?


Wednesday, March 28, 2012

Free Senior Center Consultations by Lawyers from the Utah State Bar

Did you know that the Utah State Bar Elder Law Section sponsors a program that allows Seniors to make appointments at their local Senior Center to discuss legal issues important to them with a licensed attorney in the State of Utah ...without cost?  I will be participating this Friday in that capacity at the Sandy Senior Center.  However, lawyers from the Elder Law section of the Utah State Bar and other volunteer lawyers routinely participate on a rotating basis in this service county-wide!  You simply need to contact the Salt Lake County Senior Center near you for more information.


Wednesday, February 29, 2012

Elder Care Seminar

Join social worker, Carol Wilcox, long term care insurance specialist, Nate Raso and me for an evening of information on issues confronting the senior community including but not limited to: the most important legal documents a senior should possess as (s)he ages; long term care planning with respect to legal documents; cognitive testing, care giver support; three items that lead to premature death among seniors; and the most important aspects of long term care policies.

This event will take place at St. John the Baptist Catholic Church on 2/29/2012 at 7:00 pm.  Please email jenniejoeconnelly@hotmail.com for additional information on this event. 

Please join us!


Saturday, January 14, 2012

Serving our Seniors Tomorrow at Wasatch Manor in Salt Lake City

The Young Lawyers section of the Utah State Bar is sponsoring a pro bono opportunity for attorneys and free basic estate planning for low income senior citizens in Utah at Wasatch Manor located at 535 South, 200 East in Salt Lake City tomorrow, 1/14/2012.  I will attend and direct the training session  prior to the event from 10-11 am. 


Thursday, September 29, 2011

Senior Expo Hours

I'll be at the Senior Expo today from 8-12.  See you there!


Monday, September 12, 2011

2011 Senior Expo

The Elder Law Section of the Utah State Bar will participate in this year's Senior Expo at the South Towne Expo Center in Sandy.  Volunteer attorneys concentrating in Elder Law will be on hand on 9/29 and 9/30  from 8 am to 7 pm on Thurday and 8 am to 4 pm on Friday to answer questions relating to general law matters affecting seniors.  I'll see you there!


Sunday, September 11, 2011

Senior Wish Program/CNS Hospice Patients

Recently I learned of a wonderful program offered by Community Nursing Services in Salt Lake City, Utah called the "Senior Wish Program".  If  hospice services are provided by CNS they become eligible for the “Senior Wish Program” which seeks to fulfill a wish for hospice patients (such as reuniting of family and friends).  The website for CNS is:  http://www.cns-cares.org .  All “wishes” are provided by donors…such as plane tickets, money etc.  The program director told me that recently she took one hospice patient to a local amusement park called "Lagoon" because of the fond memories he had of the park as a boy.  Although he was in a wheel chair, he loved his time there.  If you would like to make donations to this program, please contact CNS through their website.


Sunday, September 11, 2011

Joint Tenancy, Paid on Death (POD) and Transfer on Death (TOD) Designations

You may have thought that adding a child as a joint tenant on your home or paid-on-death beneficiary of an account would be a good idea in order to avoid the probate process when you die… but did you know that how you title your home and bank accounts could also have a dramatic and unintended effect on your estate planning?

Example:

Here’s an example:  John and Mary create mirror wills that leave their home and bank accounts to their four children in equal shares.  They appoint their oldest son, Robert, to be the personal representative under both their wills.   John and Mary also decide to add their son, Robert, as a joint tenant on the deed to their home and they also added Robert as a paid on death beneficiary of all their jointly held bank accounts. John dies, then Mary dies.  Even though John and Mary wanted their children to inherit all their property in equal shares, legally Robert now owns everything.  This is not the result that John and Mary wanted.

Joint Tenancy:

 “Joint Tenancy” is a way for two or more people to share ownership of real estate or other property. When one of the owners of the property dies, the share of that owner in the property automatically transfers to the surviving owner(s).  This automatic transfer attribute of joint tenancy is called “the right of survivorship”.  Many people do not realize that the right of survivorship trumps alternate designations in wills or trusts.   Therefore, in the example above, John and Mary’s written desires in their wills take a back seat to the designation of Robert as a joint tenant.  In other words, Robert’s ownership as a joint tenant trumps contrary directions in John and Mary’s Wills.

Paid on Death Designations:

Similarly, “Paid on Death (POD)” or “Transfer on Death (TOD)” designations on bank accounts also trump alternative directions in wills and trusts.  A bank is contractually obligated to pay to the order of whom the account owner designates as beneficiary of those funds upon death of the account owner.  In the example above, John and Mary’s bank was contractually obligated to pay Robert the balance of funds in his parent(s)’ accounts upon their death.

What should John and Mary have done?

An elder law attorney would have alerted John and Mary to the conflict that their beneficiary designations created.  By allowing the titled property to go through the probate process, their intentions under their wills would have taken effect.  Additionally, a properly funded joint or individual family trust could have avoided probate and ensured that their assets would have been divided equally among their children.





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9045 S. 1300 East, Ste. 100, Sandy, UT 84094
| Phone: 801-572-0900

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