Twelve Indicators You Need to Update Your Estate Plan

Gardner, Randy; Daff, Leslie; Welch, Julie
October 2009
Journal of Financial Planning;Oct2009, Vol. 22 Issue 10, p46
Academic Journal
The article discusses twelve guidelines that functional food executives need in order to update their estate plan in the U.S. It is stated that in determining the incapacity in the client's estate planning documents, the successor trustee of the client's living trust will mange the client's trust assets while the agent under the client's durable power of attorney for property management will manage the client's nontrust assets. It is mentioned that Health Insurance Portability and Accountability Act (HIPAA) is necessary to circumvent privacy laws surrounding medical records.


Related Articles

  • Estate Planning for Old Age and Incapacity. Finkelstein, Sheila-Marie // GPSolo;Nov/Dec2015, Vol. 32 Issue 6, p29 

    The article discusses the significance of estate planning among older people. Also tackled are topics on the appointment of financial power of attorney, designation of an agent for health care and authorization for the U.S. Health Insurance Portability and Accountability Act of 1996 (HIPAA)....

  • CDT-5 in the house.  // Dental Practice Report;Jan/Feb2005, Vol. 13 Issue 1, p16 

    The article presents information on the recent edition of the American Dental Association's "Code on Dental Procedures and Nomenclature, CDT-5," which went into effect on January 1, 2005. Under U.S. Health Insurance Portability and Accountability Act of 1996 regulations, practices that file...

  • HIPAA Update: Federal Agency Issues New Guidance Regarding Remote Access Security Measures. Lazzarotti, Joseph J.; Warren, Monique // Venulex Legal Summaries;2007 Q1, p1 

    The article deals with the guidance issued by the U.S. Medicare and Medicaid Services (CMS) outlining strategies for protecting electronic protected health information (EPHI) that is accessed, stored and transmitted by covered entities. According to the article, the guidance requires that...

  • Training Your Staff for Compliance. Caesar, Neil // HomeCare Magazine;Jul2004, Vol. 27 Issue 7, p54 

    The article discusses training of U.S. health care employees. Compliance training does not require the same education for all personnel. Handing employees the anti-kickback or Health Insurance Portability & Accountability Act of 1996 (HIPAA) regulations accompanied by a big memo warning them to...

  • MARY GREALY.  // Modern Healthcare;4/20/2009, Vol. 39 Issue 16, p26 

    The article features Mary Grealy, president of the Healthcare Leadership Council in Washington, a group of diverse healthcare executives working toward common legislative goals. Grealy helped successfully lobby for the passage of the Medicare Part D prescription drug program and the Health...

  • WPC Announces Executive Leadership Team Hires.  // For the Record (Great Valley Publishing Company, Inc.);3/26/2012, Vol. 24 Issue 6, p8A 

    The article announces that Ray Guzman and Brad Hutson have been appointed as vice president of sales and business development and chief security officer, respectively, at WPC Inc.

  • Control Group Announces HIPAA Compliant Cloud Migration Service.  // Biomedical Market Newsletter;6/30/2011, p419 

    The article announces the U.S. Health Insurance Probability and Accountability Act of 1996 (HIPAA) compliant cloud migration services offered by the Control Group in New York. Vice president Sholom Ellenberg notes the collaboration they offer with healthcare companies assuring that the solution...

  • Manual aids in HIPAA privacy compliance.  // Refrigerated Transporter;Oct2004, Vol. 40 Issue 5, p43 

    Reports on the issuance of the Health Insurance Portability and Accountability Act of 1996 Privacy Compliance Manual for Employers by J J Keller & Associates Inc. Usability of the manual; Contents and price of the material; Contact information.

  • Embedding a Hiding Function in a Portable Electronic Health Record for Privacy Preservation. Lu-Chou Huang; Huei-Chung Chu; Chung-Yueh Lien; Chia-Hung Hsiao; Tsair Kao // Journal of Medical Systems;Jun2010, Vol. 34 Issue 3, p313 

    The objective of this study was to develop a method to hide information in a portable electronic health record (PEHR). In compliance with HIPAA guidelines, a hiding function for personal identifiers in a PEHR was implemented by recognizing and hiding techniques. The method emphasizes the...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics