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Snowy
Oct 6, 2010

A man whose blood
Is very snow-broth;
One who never feels
The wanton stings and
Motions of the sense



I’m just starting to contact lawyers for my 85 year old dad. We want to protect his finances from the lookback period or anything else we need to worry about.

He has a house and some savings, pension, etc. He’s been good about making a will and having a living will, also giving me medical power of attorney, but after reading this thread I think we need to make sure it’ll all hold up. The family is just us, and my sister who lives in Europe so most of this is falling on me to handle now.

Besides a trust I’m not sure what we’d need, I guess I should ask about power of attorney? I don’t know if it should be me or the lawyer.

Someone earlier in the thread said “After you draft my estate plan, what are you going to do to make sure I have funded my trust correctly?"” And that sounds smart. Is there anything else I’m missing just going in for the first meeting?

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Snowy
Oct 6, 2010

A man whose blood
Is very snow-broth;
One who never feels
The wanton stings and
Motions of the sense



Nonexistence posted:

If you're concerned about lookback then you're looking for a medicaid spend down/general elder law attorney which is related to but distinct from estate planning

Ah ok thanks, good point.

We’ll try to do both at the same time I think, if possible. gently caress I obviously have more to learn

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