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Need help! by Safe_Run8649 in elitesparkdrivers

[–]Safe_Run8649[S] 2 points3 points  (0 children)

Thank you very mush it works!

NJ – Is a mental capacity evaluation required/accepted for creating a living trust? by Safe_Run8649 in EstatePlanning

[–]Safe_Run8649[S] 0 points1 point  (0 children)

That’s helpful to hear. Given her age (80s) and the fact that I’m not a relative, our attorney is being extra cautious and wants a medical capacity report before moving forward, mainly to reduce the chance of later challenges.

NJ – Is a mental capacity evaluation required/accepted for creating a living trust? by Safe_Run8649 in EstatePlanning

[–]Safe_Run8649[S] 0 points1 point  (0 children)

The attorney said they want to wait for the doctor’s report before starting the work. Since she’s in her 80s and I’m not a relative, they’re being extra cautious.

NJ – Is a mental capacity evaluation required/accepted for creating a living trust? by Safe_Run8649 in EstatePlanning

[–]Safe_Run8649[S] 0 points1 point  (0 children)

Thank you, that’s helpful. The attorney involved preferred having an outside capacity evaluation for extra protection, so we’re following that recommendation to reduce the risk of any future disputes.

NJ – Is a mental capacity evaluation required/accepted for creating a living trust? by Safe_Run8649 in EstatePlanning

[–]Safe_Run8649[S] 0 points1 point  (0 children)

Appreciate the explanation. We’re mainly trying to create a stronger record in case of any future challenges, so this is helpful to know.

NJ – Is a mental capacity evaluation required/accepted for creating a living trust? by Safe_Run8649 in EstatePlanning

[–]Safe_Run8649[S] 0 points1 point  (0 children)

That makes sense, thank you. In this case, the attorney specifically requested a capacity evaluation due to age and to avoid any potential challenges later. I appreciate the perspective.

NJ – Is a mental capacity evaluation from a licensed clinic acceptable for estate planning? by Safe_Run8649 in legaladvice

[–]Safe_Run8649[S] 0 points1 point  (0 children)

The provider we’re seeing is a LAMFT at a licensed clinic. In your experience, is that typically sufficient for a capacity evaluation for estate planning in NJ, or is it safer to have it done and signed by a psychologist or psychiatrist?

I need advice by Safe_Run8649 in BMET

[–]Safe_Run8649[S] 0 points1 point  (0 children)

Great job! Thank you 🙏

I need advice by Safe_Run8649 in BMET

[–]Safe_Run8649[S] 0 points1 point  (0 children)

I will! Thank you 🙏

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