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General Legal

Friday, August 31, 2018

Estate Planning: Not a Game of Hide and Seek


Games are usually a lot of fun, but you don’t really want to play hide and seek with your estate planning documents.  After you have signed and implemented your plan, you may want privacy, but you should not hide your documents from everyone.  If you excel at concealing, it may not be found when needed.  How and with whom you share will depend upon the document and your goals, but here are some considerations:

Will—while this document has no effect until after death, it has zero effect if never discovered; you can store the original:

¨ In a fire-proof safe at home. if someone else knows location and its key

¨ In a safe deposit box at a bank, if someone else has joint access and a key to the box; without a surviving joint owner, no one will be allowed in the safe deposit box after your death without Court authority; if the joint owner cannot locate a key, there will likely be additional procedures and costs involved in accessing the box

¨ At the Probate Court in the county in which you live, for a modest fee (currently $30); however, if you move out of the county or update your will, it will be necessary to either retrieve your original will or replace it with the updated version

 

Trust—a revocable living trust is effective during your lifetime, and the Trustee may need to produce a copy of it, or a Certificate of Trust, when managing its assets.
Read more . . .


Thursday, February 15, 2018

Estate Planning: Taxation of Life Insurance


Life insurance plays a vital role in many estate plans.  Proceeds can provide essential funds to replace lost earnings, pay debts, finance college tuition expenses, or even cover estate tax liabilities.  However, there is confusion about the taxation of these life insurance proceeds.  Contrary to common belief, insurance benefits are taxable to the estate of the insured.   For many Vermont estates, it is inconsequential because they total under $2,750,000.
Read more . . .


Monday, August 21, 2017

The Paperwork of Caregiving


This is a great article that Stephanie Choate wrote and it was published in the Vermont Maturity Magazine.  One of our partners, Glenn A. Jarrett, Esq. was quoted in the article.

The article is about Advance Health Care Directives and how important it is to have the discussions before it becomes too late to express your wishes.
Read more . . .


Friday, August 11, 2017

Estate Planning: Superpowers in Your POA

With Spider-Man and Wonder Woman demonstrating their superpowers in the summer box office, it seems like an appropriate time to review some “super” powers that should be found in a comprehensive Durable Power of Attorney.


Read more . . .


Thursday, December 31, 2009

ATTORNEY JARRETT PRESENTS AS A PANEL MEMBER AT UVM MEDICAL SCHOOL ON “DYNAMICS OF PLANNING AND LEGAL ISSUES FOR SENIORS”

 

December 28, 2009
 
ATTORNEY JARRETT PRESENTS AS A PANEL MEMBER AT uvm mEDICAL sCHOOL ON “dYNAMICS OF pLANNING AND lEGAL iSSUES FOR sENIORS”
 
So Burlington, VT – Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, was a member of a panel that included Judge Susan Fowler, Wendy Carty, and Clifford Singer, M.D. The presentation, titled “Dynamics of Planning and Legal Issues for Seniors with Dementia and the Advanced Aged”, was presented on December 14, 2009 at the UVM Medical School. This panel discussion was attended by UVM medical school students. Glenn’s segment of the panel discussion included, legal issues, advance health care directives and HIPAA.
 
Attorney Jarrett concentrates his practice in the areas of estate planning, elder law and special needs planning. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients. He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty years. He is also admitted to practice in New York. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is the immediate past-President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is also a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. For example, of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Estate Planning and Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 
 

Saturday, September 12, 2009

ATTORNEY JARRETT SPEAKS ABOUT “SPECIAL NEEDS TRUSTS AND THE SOCIAL SECURITY ADMINISTRATION” FOR THE 2009 REGIONAL MEETING OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL

ATTORNEY JARRETT SPeaks about “special needs trusts and the social security administration” for THE 2009 REGIONAL MEETING OF the american college of trust and estate counsel

 
So Burlington, VT – Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, was a presenter at the 2009 New England Regional Meeting of the American College of Trust and Estate Counsel (ACTEC). The presentation, “Special needs trusts and the social security administration”. The member lawyers explored the complex SSI rules of the Social Security Administration and their effect on special needs trusts.
 
The American College of Trust and Estate Counsel (ACTEC) is a nonprofit association of lawyers established in 1949. The members work together in a collegial manner to:
  • Enhance their ability to provide the most efficient and highest quality services to their clients;
  • Develop qualified trust and estate counselors;
  • Cooperate with bar associations and other organizations with similar missions.
 
Attorney Jarrett concentrates his practice in the areas of estate planning, elder law and special needs planning. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients. He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty years. He is also admitted to practice in New York. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is the immediate past-President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is also a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. For example, of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Estate Planning and Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 
 

Monday, July 13, 2009

ATTORNEY JARRETT PRESENTS AT A VERMONT BAR ASSOCIATION SEMINAR, “ELDER LAW BASICS”

FOR IMMEDIATE RELEASE

 
CONTACT:    Holly Keough 802-864-5951
 
July 13, 2009
 
ATTORNEY JARRETT PRESENTS at a Vermont Bar Association Seminar, “Elder Law Basics”
 
So Burlington, VT – Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, was one of the four presenters at a Vermont Bar Association seminar, “Elder Law Basics” on June 10, 2009. The presentation to legal and business professionals was an introduction to elder Law and Medicaid planning, including the history of the Long-Term Care Medicaid program, how to fill out a Medicaid application and how assets of elders are treated for Medicaid Long-Term Care.
 
Attorney Jarrett has been concentrating his practice in the areas of estate planning, elder law and special needs planning for over seven years. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients. He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty years. He is also admitted to practice in New York and the District of Columbia. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is the immediate past-President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is also a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. For example, of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 
 
 
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802/864-5951 FAX 802/864-5953

Monday, July 13, 2009

ATTORNEY LUITJENS PRESENTS “ARE YOUR LEGAL DOCUMENTS IN ORDER?”

 

FOR IMMEDIATE RELEASE
 
CONTACT:     Holly Keough 802-864-5951
 
 
ATTORNEY LUITJENS PRESENTS “ARE YOUR LEGAL DOCUMENTS IN ORDER?”
 
South Burlington, VT – July 13, 2009 – Jarrett Law Office, PLC a law firm that concentrates its practice on estate and elder law, is pleased to announce that Jennifer R. Luitjens, Esq. presented “Are your Legal Documents in Order?” at the Caring & Sharing Support Group on June 17, 2009. This presentation was attended by members of the Caring & Sharing Support Group which is a free monthly support group for individuals and families in the early stages of Alzheimer’s disease and related dementias formed by Armistead Caregiver Services and the Arbors at Shelburne. The presentation included discussions on legal documents pertaining to life planning documents such as Health Care Documents and Powers of Attorney and Asset Transfer documents such as Wills and Trusts.
 
Attorney Luitjens has spent over ten years as an elder law attorney practicing in several law firms in Massachusetts, Kentucky and Vermont. Her practice focuses on wills, trusts, estate planning, guardianship, probate, and elder law, including Medicaid planning.  She graduated magna cum laude from Case Western Reserve University in Cleveland and received her Juris Doctorate from the Boston College Law School. She is admitted to practice in Massachusetts and Vermont.
 
Jennifer is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF), a non-profit organization accredited by the American Bar Association. She is a member of the National Academy of Elder Law Attorneys (NAELA), is the President-Elect of the Vermont Chapter of NAELA and serves on the Board of Directors for NELF and various NELF committees, and previously served on the CELA Recertification Examination Committee. She lives in Jericho with her husband and three children.
 
Jarrett Law Office, PLC is an estate and elder law firm in South Burlington, Vermont. According to Glenn Jarrett, the principal of the firm, “We are dedicated to creating solutions that fit our clients’ needs.” The practice is limited to wills, trusts, estate planning, special needs planning, guardianship, probate, and elder law, including Medicaid planning.   Jarrett Law Office is a member of Vermont Elder Resource Group (VERG).
 
For additional information contact Holly Keough at 802-864-5951or via email at holly@vtelaw.com.
 
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Thursday, June 18, 2009

ATTORNEY JARRETT PRESENTS AT A NBI TELE-SEMINAR, “WHAT A VERMONT PLAINTIFF’S ATTORNEY NEEDS TO KNOW ABOUT SPECIAL NEEDS TRUSTS, MEDICARE AND MEDICAID LIENS AND MEDICARE SET-ASIDES”

FOR IMMEDIATE RELEASE

 
CONTACT:    Holly Keough 802-864-5951
 
July 13, 2009
 
ATTORNEY JARRETT PRESENTS at a NBI TELE-Seminar, “What a Vermont Plaintiff’s Attorney Needs to Know About Special Needs Trusts, Medicare and Medicaid Liens and Medicare Set-Asides”
 
So Burlington, VT – Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, was the sole presenter at a National Business Institute tele-seminar, “What a Vermont Plaintiff’s Attorney Needs to Know About Special Needs Trusts, Medicare and Medicaid Liens and Medicare Set-Asides” on June 18, 2009. This tele-seminar was attended by professionals who are involved with or would like to learn about special needs issues. The presentation to legal and business professionals explored public benefits, pitfalls for Plaintiffs’ Attorneys, Special Needs Trusts, Medicare Secondary Payer Issues and Set Aside Arrangements, Medicaid Lien Issues, and how a Special Needs Attorney can help.
 
Attorney Jarrett has been concentrating his practice in the areas of estate planning, elder law and special needs planning for over seven years. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients. He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty years. He is also admitted to practice in New York and the District of Columbia. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is the immediate past-President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is also a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. For example, of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 
 
 
####

Tuesday, April 21, 2009

ATTORNEY JARRETT PRESENTS AT A NBI SEMINAR, “RESOLVING LEGAL AND FINANCIAL ISSUES IN ELDER CARE”

 

FOR IMMEDIATE RELEASE
 
CONTACT:    Holly Keough 802-864-5951
 
April 23, 2009
 
ATTORNEY JARRETT PRESENTS at a NBI Seminar, “resolving Legal and Financial issues in elder care”
 
So Burlington, VT – Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, presented at a National Business Institute seminar, “Resolving Legal and Financial Issues in Elder Care” on April 21, 2009 in South Burlington. This seminar was attended by professionals who are involved with or would like to learn about elder care issues. The presentation to legal and business professionals explored Estate Planning, Powers of Attorney, Advance Directives, Medicaid Long-Term Care Programs, Preserving Assets, and Medicaid Planning.
 
Attorney Jarrett has been concentrating his practice in the areas of estate planning, elder law and special needs planning for over seven years. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients. He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty years. He is also admitted to practice in New York and the District of Columbia. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. For example, of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 
 
 
####
 
802/864-5951 FAX 802/864-5953

Monday, December 15, 2008

ATTORNEY JARRETT PRESENTS AS A PANEL MEMBER AT UVM MEDICAL SCHOOL ON “DYNAMICS OF PLANNING AND LEGAL ISSUES FOR SENIORS”

 

Jarrett Law Office, PLC is pleased to announce that Glenn A. Jarrett, Esq., the principal of the firm, was a member of a panel that included Judge Susan Fowler, Wendy Carty, and Clifford Singer, M.D. The presentation, titled “Dynamics of Planning and Legal Issues for Seniors with Dementia and the Advanced Aged”, was presented on December 15, 2008 at the UVM Medical School. This panel discussion was attended by UVM medical school students. Glenn’s segment of the panel discussion included, legal issues, advance health care directives and HIPAA.
 
Attorney Jarrett has been concentrating his practice in the areas of estate planning, elder law and special needs planning for over seven years. He has prepared thousands of wills, trusts, medical directives and powers of attorney for his clients.  He is one of a handful of attorneys in Vermont who also hold the CERTIFIED FINANCIAL PLANNER™ designation. He is a CFP® practitioner, but limits his financial planning practice to estate planning.
 
Glenn A. Jarrett is the principal of Jarrett Law Office, PLC. Attorney Jarrett has practiced law in Vermont for over thirty-five years. He is also admitted to practice in New York and the District of Columbia. He is past chairman of the Vermont Bar Association Young Lawyers Section and has served for over 25 years as a member of the Association’s Professional Responsibility Section. In addition, he is President of the Vermont Society of Financial Services Professionals, a multi-disciplinary group accepting members who hold one of fourteen different certifications in law, accounting, finance and insurance. Mr. Jarrett is a member of the Chittenden County and Vermont Bar Associations.
 
Attorney Jarrett is an honors graduate of Middlebury College and the Georgetown University Law Center, where he served as a Senior Editor on the board of the Law Center’s international law journal, Law and Policy in International Business. He began his legal career as law clerk to the Honorable Albert W. Coffrin of the United States District Court for the District of Vermont. He spent nine years as an Assistant Attorney General for the State of Vermont and 11 years as General Counsel of the Vermont Housing Finance Agency.
 
He also is one of a small number of elder law attorneys in Vermont. Of over two thousand licensed attorneys in Vermont, only 25 are members of the National Academy of Elder Law Attorneys (“NAELA”), the leading membership organization for elder law attorneys in the United States. Attorney Jarrett not only is a member of NAELA, but is a founding member and current Secretary/Treasurer of the Vermont chapter of NAELA. He has regularly presented well-attended seminars on Elder Law to attorneys and financial professionals and has been interviewed numerous times on radio and television programs, including several “Across the Fence” programs produced by the Vermont Extension Service and broadcast on WCAX-TV. 

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