Author Archives: Cheri Elson Sperber

Heirs, Beneficiaries and Trustees

Heir.  Beneficiary.  Personal Representative.  Trustee.  Often used interchangeably, they can cause confusion at best, real issues, at worst.  Understanding the difference is important, both in the creation of the estate plan and in its administration.  In this two-part series, I will define them and then apply them in specific examples. ...

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Importance of ADHC

As an estate planning and elder law specialist, I feel it safe to say that no matter how many specific things we list in our Advance Directives, we will not be able to account for every possible end-of-life scenario that could arise.  What we can do is add as much...

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How to Choose a Trustee

Choosing a Trustee is not something to take lightly.  When you have a living Trust, the bulk of your assets are owned by the Trust and, therefore, under the control of the Trustee.  As long as you are capable (have legal capacity) of managing your own affairs, you are the...

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What is Dementia?

I often hear people refer to all types of dementia as Alzheimer’s.  While Alzheimer’s is the most common of dementias, it is by no means the only type.  Dementia describes a group of symptoms affecting memory, thinking, and social abilities severely enough to interfere with daily functioning, such as paying...

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Estate Planning

Estate Planning: often avoided because, “Estate planning is too confusing” or “I don’t have anything to leave behind.”  By having an estate plan, however, one offers one’s family members peace of mind during a difficult period. The four main documents in an estate plan are: Will, Trust, Durable Power of...

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