The probate process is a system in Utah of court proceedings designed to collect and value assets of a decedent; validate a will or determine heirs of a decedent; provide an opportunity for creditors to submit claims against a decedent’s estate; provide payment of creditors’ claims; and finally to provide an orderly framework...
Utah Small Estate Affidavit-U.C.A Sec. 75-3-1201-When it’s appropriate-Kathie Brown Roberts PC
Probate is not necessary in certain limited instances even if certain titled property was left solely in the name of the decedent upon death. Unfortunately, real property in Utah, if it remains solely in the name of the decedent upon death, does not qualify for collection by affidavit:
75-3-1201. ...
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;...
Interplay of Medical Opinions and Elder Law Issues
Medical Professionals, Elder Law Attorneys and Their Older Patient/Clients
All Benefit When the Professionals Work Together
...
Utah Advance Directive Clinic-Aging Mastery Program at Riverton Senior Center
Join me tomorrow at the Riverton Senior Center for a clinic on the Utah Advance Directive as part of the Aging Mastery Program sponsored by the National Commission on Aging. Pre-registration is required. See you there!
Why all Estate Planning Should Address Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. Disability planning is one area where we can give each and every person and family we work with great...
Reasons Why Everyone Needs a Comprehensive Power of Attorney-Kathie Brown Roberts P.C.
The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. This entry highlights the benefits of a comprehensive, detailed power of attorney, including some of the provisions that...
Join me at Hyatt Place/Seminar on Protecting Assets While Qualifying for Medicaid
I will be speaking at the NBI seminar "Protecting Assets while Qualifying for Medicaid" on 5/2/2015 at Hyatt Place, Downtown Salt Lake City. You may phone (801) 456-6300 to register.
Proposed Changes to VA Benefits- Kathie Brown Roberts P.C.
On January 23, 2015, the Department of Veteran Affairs (hereinafter “VA”) issued proposed changes to the regulations affecting VA Pension eligibility, a needs-based program. In support of the proposed changes to the regulations, the VA points to the results of a 2012 Government Accountability Offices (GAO) report. That report recommended changes in order to “maintain...
Medicaid Planning: Converting Assets and Transfers for Fair Market Value in Utah-Kathie Brown Roberts P.C.
Converting Assets from Countable to Exempt/Transfers for Fair Market Value/Medicaid Compliant Annuities.
In order to qualify financially for Medicaid long term care in Utah, cash assets in excess of $2000.00 (of a single prospective applicant) may be used to pay off debts such as mortgage on home, vehicle, purchase of funeral plot...