Trusts and estates practice has become increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice.
About the Author
Michael Perkins TEP, Society Trust Estate Practitioners, Partner , Perkins Fahey.
Lecturer, Faculty of Law, University of Technology Sydney, Sessional lecturer, School of Accounting and Finance, Charles Sturt University
Member of the Professional Development Committee of STEP WW.
TEP, Accredited Specialist (Wills & Estate Law) - Society of Trust & Estate Practitioners. Accredited Specialist (Wills and Estates) Law Society of NSW, Consultant Lawyer – Monahan Estate Planning, Lecturer , Faculty of Law, University of Technology Sydney
If you wish to advise clients how to qualify for nursing home Medicaid while protecting their assets, this is the definitive book! Written by an elder law attorney with over 25 years of experience, this manual is the professional edition version of attorney Heiser's best-selling Medicaid Secrets book. This manual is geared toward attorneys, accountants, and financial advisors seeking up-to-date and accessible information on the Medicaid program rules as well as a complete analysis of available Medicaid asset protection techniques for their clients. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the planner through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life client's situation. The book includes tips on: how to title the home so the client does not lose it to the state; how to make transfers to family members that won't disqualify the client from Medicaid; how "Medicaid annuities" work to make assets "disappear" for Medicaid eligibility purposes; clever ideas for "spending down" assets; what to change in a client's will to save thousands of dollars if the spouse ever needs nursing home care; avoiding the state's reimbursement claim following the nursing home resident's death; and much more. The 2016 Edition has been expanded, revised, and completely updated to incorporate all changes in the law as of January 1, 2016, and includes two chapters on Veterans' benefits as well as a 39-page Ethics of Elder Law section. Completely annotated with all case citations and statutory references given in over 550 footnotes. Also includes full copies of relevant statutes and a sample filled-out Medicaid application, plus sample clauses for deeds, wills, powers of attorney, etc.
In today's turbulent and financially stressful times, public health managers need business planning skills. They need to become "civic entrepreneurs," who can creatively finance and manage needed programs using business school savvy. Public Health Business Planning: A Practical Guide is based on the curriculum of the highly successful Management Academy for Public Health, offered by the Kenan-Flagler Business School and the School of Public Health at the University of North Carolina at Chapel Hill. A Lewin Group evaluation showed that teams of Management Academy graduates have generated millions of dollars in revenue for local agencies through implementing business plans. This book teaches what it means to use entrepreneurial strategies for social good, and key business planning skills such as: Assessment and strategic planning Program planning, implementation, and evaluation Financial planning and budgeting Market research and social marketing Strategies for getting funded including business writing and speaking Project management and business plan execution strategies
Why did the financial crises break out in Asia? Why did they Spread? Why did Argentina unravel? How can we prevent or manage these new types of financial crises? What new domestic, regional and global institutions do we need to build so that a global financial crisis and depression can be avoided? Haider A. Khan presents a new theory of financial crises in the age of globalization from an evolutionary perspective and suggests policies that may be necessary for averting or managing new financial crises. Starting with the Asian financial crises, he identifies new types of financial crises that result from a combination of liberalization, weak domestic institutions for economic governance and a chaotic global market system without global governance institutions. Suggested solutions involve building new institutions or global and domestic governance and domestic and international policy reforms.
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