Free Seminar MONDAY September 25

Legal and Financial Planning for Alzheimer's Disease

September 25th 1:00pm - 2:30pm - Beaumont Library

This program will give valuable information to families and individuals dealing with Alzheimer's disease and other forms of dementia about how to plan for legal and financial needs. Lexington elder law attorney Amy Dougherty will address issues such as power of attorney, guardianship, and handling the finances and property of a person with dementia. To register, please call the Alzheimer's Association at 1-800-272-3900. Registration required. 

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Distinguishing Asset Preservation Planning from Elder Financial Abuse

Distinguishing Asset Preservation Planning from Elder Financial Abuse

We, as elder law attorneys, are often asked to explain the differences between a legitimate asset preservation plan and elder financial abuse. The key factors to look for are the intent of the elder adult and the intent of the recipient, usually an adult child or children, who are involved in transfer of assets.

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Free Adult Guardianship Seminar

When: Tuesday, July 11 at 6pm  and Thursday, July 20 at 10am
(The same information will be presented at both sessions.)

Where: Lexington Public Library - Eastside Branch
3000 Blake James Drive, Lexington, KY 40509

Why: Learn more about the adult guardianship process and have your questions answered by an attorney.

Who:  Anyone who is interested is welcome.  Staff from our office will there to answer questions.

Click here for a printable flyer.

Attorney Amy E. Dougherty graduates from Leadership Lexington!  

Attorney Amy E. Dougherty graduates from Leadership Lexington!  

Attorney Amy E. Dougherty graduated from Leadership Lexington on June 15, 2017.  Leadership Lexington is an eleven month leadership development program sponsored by Commerce Lexington. The program takes only a limited number of applicants and is highly competitive. Leadership Lexington gives class members the opportunity to better understand the challenges faced by the city of Lexington. Participants meet with and learn from community leaders.

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Meet our Summer Intern!

My name is Nicholas Clary and I am the summer intern for Bluegrass Elderlaw, PLLC. I am a senior at the University of Kentucky currently studying Finance, Marketing, and Political Science. As my undergraduate studies near completion, I have started studying for the LSAT and GRE examinations in order to further my education. In addition, I enjoy coaching soccer as well as being an active member of various organizations such as the American Marketing Association and Christian Student Fellowship. 

Preventing Beneficiary Designations from Wreaking Havoc on Special Needs Beneficiaries

Preventing Beneficiary Designations from Wreaking Havoc on Special Needs Beneficiaries

The main way most American families save for the future is through private retirement savings plans such as 401(k)s and IRAs.  These plans offer the opportunity to designate a beneficiary upon the death of the account holder.  These designations allow the account assets to bypass probate and pass directly to the named beneficiaries. Often, individuals make these decisions when initially setting up the account and never reconsider them.

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Free Legal and Financial Planning Seminar: April 25, 2017

Join Attorney Mary Patton and the Alzheimer's Association for a discussion about Legal and Financial Planning.  The seminar is free.  

When: April 25, 2017

Time: 6pm-7pm

Where: Scott County Senior Citizens Center (map)
800 Cincinnati Rd # 10, Georgetown, KY 40324

How: Register by calling 1-800-272-3900

Dealing with the Diagnosis:  Practical Legal Steps to Take when Planning for an Uncertain Future 

Dealing with the Diagnosis:  Practical Legal Steps to Take when Planning for an Uncertain Future 

  Whether it is Alzheimer’s disease, dementia, Huntington’s, ALS, MS or another illness, when a family member has been dealt a life-altering diagnosis, it changes the way you must plan for the future. A family with a person who has received such a diagnosis should seek legal advice as soon as possible. Even if the individual with the diagnosis is cognitively impaired, it does not mean that they cannot be a part of the planning process. Many times, the impaired individual can be actively involved.

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Your Estate Plan May Be Broken

Your Estate Plan May Be Broken

At our firm we recommend clients personally review their estate plan every two or three years and have an attorney review them every five years or whenever they experience a major life-event. 

There are two reasons why.  First, major life-events can affect your existing estate plan. Secondly, the laws change and generally citizens are unaware of these changes and how these changes will personally affect their estate plan.

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Resource Assessments: The Unknown Step to Saving Money for Married Couples on the Way to Medicaid

Resource Assessments:  The Unknown Step to Saving Money for  Married Couples on the Way to Medicaid

Many married couples are unaware of an important element of asset preservation when faced with long term care expenses -- the Medicaid Resource Assessment.  A portion of the Medicaid rules is designed to protect the community spouse (spouse at home) from impoverishment and unnecessary dissipation of family assets. 

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Alzheimer's Association Walk and Upcoming Presentations

Alzheimer's Association Walk

Our firm loves working with the Alzheimer's Association.  We were pleased that our office was able to participate in the Lexington walk over this past weekend.

Our group of walkers

Our passion for ending Alzheimer's disease comes from our families and our clients.  As relatives of those who suffered from dementia and as attorneys who watch our clients struggle through the long goodbye, we are hopeful that there will be an end to this heartbreaking disease.

 

Upcoming Seminars

Our firm has 3 upcoming seminars addressing Legal and Financial Planning, sponsored by the Alzheimer's association.  To register, call 1-800-272-3900. Registration is required.

To register, call 1-800-272-3900. Registration is required.

  

Free Presentation on Legal and Financial Planning for Alzheimer's Disease

Free Presentation on Legal and Financial Planning for Alzheimer's Disease

Join Attorney Amy E. Dougherty for a Free Presentation on Legal and Financial Planning for Alzheimer’s Disease, presented by the Alzheimer's Association. Presentation will include a light lunch.  Registration is Required.

When: Wednesday, September 21, 2016, 11am-1pm
Where: Alzheimer’ s Association Office, 2808 Palumbo Drive, Lexington, KY 40509
How: To register, call 1-800-272-3900. Registration is required.

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