An Overview of the Legal and Practical Implications of Relocating an Elderly Relative
This webinar, presented by Pullman & Comley attorneys Lauren Davies, Thomas Lambert,
Amy Murray, and
Kelly O'Donnell, covered the legal and practical aspects of relocating an elderly or impaired parent or other family member to Connecticut, including:
- the necessary legal considerations in transferring any conservatorships or guardianships from other states,
- whose permission you need if your family member lacks capacity, and
- tips for handling potential disputes with other family members opposed to relocation
In addition, the presentation gave an overview of the necessary legal documents to have prepared upon arrival in Connecticut to ensure a smooth transition in terms of medical care and legal custody, including powers of attorney, healthcare instructions, and Medical Orders for Life Sustaining Treatment.
We also heard from private care coordinator Sheila O’Brien of
O’Brien Care Management Services, LLC regarding transition of care, finding new providers, and porting prescriptions and medical records. Finally, our Trusts and Estates
department reviewed under what circumstances you should consider having estate planning and trust documents updated and what the potential tax considerations might include.