CLIENT UPDATE – NOVEMBER, 2004

As we enter this holiday season I want to extend my best wishes to all of you for a happy holiday season, with special remembrances to those who have family and friends serving in Iraq. Recently I acquired a website. My website address is “BrianSheppardLaw.com”. My website has information about upcoming presentations as well as copies of articles I have written and information about my practice. The Health Insurance Portability and Accountability Act requires, in one part, additional patient privacy protection. Some providers are now insisting that they will not provide information to a duly appointed health care decision-maker unless that person can also show the health care provider a “HIPAA Release”. Therefore, whenever I do an Advance Directive for Health Care now I also do a “HIPAA Release” form. If I have done a Power of Attorney for Health Care/Advance Health Care Directive for you, you should contact me to have this additional form done for a minimal fee. In September a client came to see me at the Wilkinson Senior Center regarding a home loan refinance. His wife was incapacitated and he had no Power of Attorney document. The refinance company said it couldn’t do the refinance and my client’s only options were to file for a conservatorship or forgo the refinance. Just because you are married does not mean you can sign all legal documents for your spouse; often you will need a Power of Attorney document. Last month a client came to see me at one of my pro bono consultations at Providence Health Systems with questions about her “trust”. The “trust” was merely a single page form titled...