Appointments Are Available In: Arlington Heights, Chicago, Lisle, Skokie, Westchester, Illinois  and via phone and video conferencing.  Attorneys: Janna Dutton, Kathryn Casey, Helen Mesoloras Amy Gjesdahl, Melissa Kallio, Samantha Zullo Staff: Vicky Fleming, Karina Hernandez, Justin Speer,  Erin Vogt

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October 2019

Planning in advance for your loved ones with special needs can make a significant difference in their lives. Appropriate special needs planning can help ensure your loved one live their best life. Incorrect and inadequate planning can cause them to lose their eligibility for critical public benefits and government programs. Our attorneys concentrate in helping our clients plan for today... and tomorrow. Learn more.

Medicare - Open Enrollment Open enrollment goes to December 7, 2019. This an annual period of time is when current Medicare users can choose to re-evaluate part of their Medicare coverage and compare it against all the other plans on the market.  Learn more.

Financial Exploitation I t is difficult to ascertain the exact numbers of people affected by elder abuse because current studies show that elder abuse is underreported. However,  one study found  that financial loss from financial elder abuse could be close to $3 billion a year.  Read more. Y ou may have read about the "Ernie Banks Will and Trust Case" and the challenge his wife is making to those documents which leave his entire estate to his caregiver and talent agent, Regina Rice. Only three months before he died, Banks signed a new set of estate planning documents, including a new will, and a trust. The new documents left Rice his entire estate and completely excluded his family members. In fact, the documents expressly stated that no provisions were being made for Bank's estranged wife and also cut out his three adult children from a prior marriage. Bank's wife is challenging the new will and trust and making other claims against Rice, including fraud, financial exploitation of an elderly person, and breach of fiduciary duty. Firm founder, Janna Dutton , was instrumental in the passage of the Illinois Presumptively Void Transfers Statute which makes it easier to challenge changes to an estate plan favoring a non-family caregiver. If you think a loved one has changed their estate plan as a result of interference by an influential person or caregiver, please contact us for a meeting.

Programs for Community Members and Professionals We have a few programs left in 2019 and are busy planning for 2020. if you are interested in hosting a presentation for your group, please contact Erin Vogt .

What to Look for When Buying an Annuity An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that can be hard to understand. If purchasing an annuity, you need to consider your options carefully. Learn more.

Phone: 312.899.0950   Appointments are available in Arlington Heights, Chicago, Lisle, Skokie, and Westchester, Illinois, or via video conferencing or telephone. Contact Us

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