Estate and Elder Mediation
Potential Issues for Elder & Estate Mediation
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Residency decisions – moving to an Assisted Living Facility, remaining home with companion care, remaining home with a child as live-in caregiver, moving in with a relative, moving to a city closer to a relative
Caregiving duties – division of labor, caregiver burnout, suggestions made by someone other than the hands-on caregiver, financial expectations regarding caregiving activities
Decision-Making Issues – guardianship/conservator contests or power of attorney
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Financial concerns – allocation, distribution and division of assets, family-owned businesses or property
End-of-Life Decisions – advanced directives, living wills, organ donation preference, funeral preplanning, Personal representative/Executor differences
Wills, Trusts & Estates Conflicts – planning, distribution of assets, & resolution of family disputes)
Driving and other Safety Concerns – driving, testing, transportation to medical appointments, friends, social events & church)
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Elder & Estate Mediation
Elder Mediation enables families and caregivers of aging loved ones to resolve differences, make difficult decisions, and devise care and estate plans. Adult siblings often have a hard time agreeing on the care of elderly parents. The stress posed by such disagreements is often compounded when pre-existing conflicts resurface – sometimes making discussions impossible. At Asheville Mediation, Sarah Olson helps parties negotiate a workable plan that takes into account the emotions, finances, physical limitations, and wishes of the parents, children, and caregivers.
Estate Mediation can be used in the Planning process, when a couple is trying to negotiate how their estate should be divided between heirs, or in the Settlement process, when heirs are in dispute over the division of a decedent’s estate.
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Suggested Resoures
(click title to view)
Elder-Care Mediators Help Resolve Feuds
Sandra G. Boodman, The Washington Post
When To Call An Elder Mediator
Glenn Ruffenach, WSJ Market Watch
Mediation in Estate Planning: A Strategy for Everyone’s Benefit
David Gage & John A. Gromala, Marquette Elder’s Advisor
If Heirs Are Fighting, Try Mediation; A Prominent Lawyer Explains Why It Can Be The Best Way To Settle Estate Disputes
Robbie Shell, WSJ
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