Dear Clients and Friends,

Recent events have many people thinking about their estate planning documents and whether they and their family members are adequately covered. Despite the lockdown, the attorneys of Tuesley Hall Konopa stand ready to answer your questions or help you get a plan in place or revise the plan you have via video or teleconference.

Estate Planning

In a crisis situation, your estate planning points of focus should be as follows:

  • First, do I have the necessary documents in place to ensure my wishes are carried out in the event that I cannot communicate with my health care providers?
  • Second, if I am unable to make financial decisions or handle routine bill-paying tasks, is there someone authorized to take over and do they have the information that they need?
  • Third, for those who are caregivers for a family member or other loved one, is there a plan in place to ensure continuity of care for those individuals?
  • Finally, are my final wishes and my plan for the management and distribution of my estate clear and properly documented?

If you already have documents in place, now is the time for a quick read through to make sure they still meet your needs. If you can’t locate your copies, don’t worry. If we prepared them, we have them on file and can get copies to you. Make sure that you have communicated your plan with the appropriate people so that everyone knows what their roles and responsibilities are.

If you do not have a plan in place, or if you have been sitting on draft documents that you just haven’t signed, we can help. While we are currently limiting in-office appointments to document signing meetings, we are continuing to hold meetings with new estate planning and elder law clients via video or teleconference.

Elder Law

As if the current pandemic wasn’t complicating life enough, effective March 1, our region began implementing a new case processing system for Medicaid applications. This is leading to increased delays in the Medicaid application process and more incorrect denials of eligibility. If you receive a denial notice that you believe is incorrect or are experiencing difficulties in the Medicaid application process, contact our office to see if we can assist with your situation.

Most, if not all, nursing home and assisted living facilities are currently on lockdown, either severely restricting visitors or banning them altogether. How can you be sure your loved one is getting the care they need and maintain contact with them? One option is to have an iPhone or an iPad delivered to the facility. You can have it pre-set up with FaceTime and if the facility has Wi-Fi, you can get the connection set up from the facility parking lot. Another option is the use of private home health aides. While some facilities are not allowing family members to visit, they may be allowing outside health care workers into the facility, and hiring someone to go in and check on your loved one periodically (and possibly help facilitate communication with the outside world) can help with your peace of mind.

Contact our estate planning and elder law team with your questions at 574.232.3538. We are open 8 a.m. to 5 p.m. Monday through Friday, and all our attorneys are available to assist you via phone and virtual meetings.

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Author: Jennifer L. VanderVeen is a certified elder law attorney (CELA) at Tuesley Hall Konopa, LLP where she counsels clients on long term care planning, Medicare, Medicaid, veterans benefits applications, guardianships, special needs trusts, and complex estate planning issues. Jennifer frequently speaks to community groups on caregiver responsibilities and caregiver burnout.

Disclaimer: The THK Legal Blog is for informational purposes only and should not be relied upon as legal advice. In no case does the published material constitute an exhaustive legal study, and applicability to a particular situation depends upon an investigation of specific facts. You should consult an attorney for advice regarding your individual situation. All THK blogs are considered advertising material by the Indiana Bar Association.