The document discusses avoiding conservatorship, which should be a last resort, as it results in loss of rights and control over decisions. It recommends being proactive by doing advance planning such as identifying a trusted person using legal tools like power of attorney and healthcare directives. This allows someone the individual trusts to make financial and medical decisions if needed, avoiding expensive and restrictive court-appointed conservatorship.
Video for Community Outreach - GSMCON2016Erin Farahi
This session highlights the power of video for community outreach, including using a smartphone to make professional quality videos, leveraging public TV channels, content and length guidelines, software tips, and advice for promotion and distribution. Attendees will walk away with a resource toolkit for implementing video campaigns. We will also have an interactive photo booth for attendees to shoot live video that they can immediately post to their social media accounts.
Speakers: Erin Cochran & Maureen DeNieva, Marin County Health Services, CA
The official Ogilvy Key Digital Trends for 2017. A yearly trend report outlining both where we believe the digital and social landscape is headed and what brands and agency partners should do about it. By Marshall Manson and James Whatley
Special Power of Attorney - Power of AttorneyNexGen Transfer
A Special format, on the other hand, authorizes the agent to represent the principal party only in the context of some particular specified activity and no sale, exchange, gift, or mortgage of a property is to be carried out. This is a restrictive Power of Attorney and titled Special Power of Attorney. Call: 09599445568. https://cutt.ly/unQ4Ols
Video for Community Outreach - GSMCON2016Erin Farahi
This session highlights the power of video for community outreach, including using a smartphone to make professional quality videos, leveraging public TV channels, content and length guidelines, software tips, and advice for promotion and distribution. Attendees will walk away with a resource toolkit for implementing video campaigns. We will also have an interactive photo booth for attendees to shoot live video that they can immediately post to their social media accounts.
Speakers: Erin Cochran & Maureen DeNieva, Marin County Health Services, CA
The official Ogilvy Key Digital Trends for 2017. A yearly trend report outlining both where we believe the digital and social landscape is headed and what brands and agency partners should do about it. By Marshall Manson and James Whatley
Special Power of Attorney - Power of AttorneyNexGen Transfer
A Special format, on the other hand, authorizes the agent to represent the principal party only in the context of some particular specified activity and no sale, exchange, gift, or mortgage of a property is to be carried out. This is a restrictive Power of Attorney and titled Special Power of Attorney. Call: 09599445568. https://cutt.ly/unQ4Ols
Powerpoint presentation from January 21, 2012 Wills & Trusts Class offered by Holt Community Education, Holt, Michigan. Instructor: Jo Anne Hinds, Attorney at Law
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
Before sitting down to work on your plan, you should give some thought to what your priorities are and what goals and objectives you want to focus on in your plan. Learn more about Missouri estate planning in this presentation.
This pamphlet which is based on Wisconsin law is issued to inform and not to advise. No person should ever apply or interpret any law without the aid of a trained expert who knows the facts, because the facts may change the application of the law.
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care PlanningMelinda Merk
Co-presented with Buckley Kuhn Fricker on 11/4/17. Discusses the importance of pre-planning vs. crisis planning, and focuses on 3 key goals of estate and long-term care planning, which lead to Peace Of Mind, Protecting and Preserving Wealth, and Family Harmony: 1) maintaining control and protecting assets during life, including incapacity; 2) efficient and orderly wealth transfer at death; and 3) protecting beneficiaries from others and themselves.
Path2Health ofrece cobertura en salud sin costo
en 34 condados rurales, para adultos de bajos
ingresos que no tienen seguro de salud, con
ingresos de hasta el 100 por ciento del nivel
federal de pobreza (alrededor de US$ 10.890 por
año para una sola persona)
Path2Health provides no-cost health care
coverage in 34 rural counties for uninsured,
low-income adults with incomes up to 100
percent of the federal poverty level (about
$10,890 annually for a single person).
Powerpoint presentation from January 21, 2012 Wills & Trusts Class offered by Holt Community Education, Holt, Michigan. Instructor: Jo Anne Hinds, Attorney at Law
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
Before sitting down to work on your plan, you should give some thought to what your priorities are and what goals and objectives you want to focus on in your plan. Learn more about Missouri estate planning in this presentation.
This pamphlet which is based on Wisconsin law is issued to inform and not to advise. No person should ever apply or interpret any law without the aid of a trained expert who knows the facts, because the facts may change the application of the law.
Hidden Risks and Mistakes to Avoid in Estate and Long-Term Care PlanningMelinda Merk
Co-presented with Buckley Kuhn Fricker on 11/4/17. Discusses the importance of pre-planning vs. crisis planning, and focuses on 3 key goals of estate and long-term care planning, which lead to Peace Of Mind, Protecting and Preserving Wealth, and Family Harmony: 1) maintaining control and protecting assets during life, including incapacity; 2) efficient and orderly wealth transfer at death; and 3) protecting beneficiaries from others and themselves.
Path2Health ofrece cobertura en salud sin costo
en 34 condados rurales, para adultos de bajos
ingresos que no tienen seguro de salud, con
ingresos de hasta el 100 por ciento del nivel
federal de pobreza (alrededor de US$ 10.890 por
año para una sola persona)
Path2Health provides no-cost health care
coverage in 34 rural counties for uninsured,
low-income adults with incomes up to 100
percent of the federal poverty level (about
$10,890 annually for a single person).
1. MARINCOUNTY
OFFICE OF THE
PUBLIC GUARDIAN
NOW IS THE TIME TO PLAN FOR YOUR
FUTURE!
CONSERVATORSHIP
SHOULD BE A LAST
RESORT
You can use several legal
planning tools to help you
avoid conservatorship
We don’t like to believe that we-or
Marin County Office
someone we care about-will become
of the Public incapable of making health, personal or
Guardian financial decisions of illness or
disability.” (AARP)
10 N. San Pedro Rd, Ste, 1009
San Rafael, CA 94941
Phone: 415.473.6186
Fax: 415.473.4156
www.co.marin.ca.us
Division of Aging and Adult Services
2. AVOID COURT APPOINTED CONSERVATORSHIP AN OUNCE OF
BE PROACTIVE NOW! PREVENTION
IF…SOMETHING UNEXPECTED
HAPPENS, (Your are suddenly ill or injured
Do some ADVANCE PLANNING:
and cannot manage your finances),
• Identify someone in your life who
AND…your haven’t done any ADVANCE
you trust to help you manage your
PLANNING to authorize someone you trust
money and property, if you need
to help you manage your money and
help or are unable to handle
property,
things yourself, (if you don’t have
friends or family who are willing to THEN…a judge may order a
help, talk to an attorney or CONSERVATORSHIP, (which means
California licensed professional someone else will be authorized to handle
Court appointed conservatorship fiduciary). your affairs for you).
should be a last resort. When a
• Authorize your selected “trusted
conservator is appointed, people lose PROTECT YOURSELF!
person” to handle things for you
rights to make basic decisions about
by appointing them as your Agent __________________________________
their life and property. under a General Durable Power
of Attorney for Finances or as Additional Resources:
• CONSERVATORSHIPS ARE EXPENSIVE!
You are required by law to pay fees to your successor trustee in a trust, California Private Fiduciaries Association
attorneys, the courts and other professionals (until you need them, they don’t
415-866-886-7322886-
to manage your finances for you. necessarily have any powers).
Legal Aid of Marin 415-492-0230
• YOU LOSE SOME CONTROL. Even though • Find someone who can help you
a conservator will try hard to understand and make medical and healthcare Social Security Representative Payee
carry out your wishes, they are authorized to decisions, by appointing them as Program 1-800-772-1213
make all financial decisions for you, some your healthcare agent, by
preparing an Advanced Jewish Family and Children’s Services:
healthcare decisions and sometimes will
Healthcare Directive. 415-449-3721
even decide where you will live.
. Lawyer Referral Services: 415-499-1813
• YOU LOSE SOME PRIVACY. All of the
private information about your money and
property is supervised by the court when
there is a court appointed conservator of the
estate. Even though the court tries to keep
your private financial matters private, there
are many people who can see it.