Monday, March 17, 2014

Elder Law and the Attorney

This is an article I drafted for the Orange County Bar Association "Briefs" to be published next month. www.orangecountybar.org

 
Elder law can be a very broad area of practice, as it primarily encompasses the client, rather than the issue. Elder law attorneys typically answer questions regarding Medicaid qualification, Medicare, social security, guardianships, estate planning, end of life planning, living wills, testimonial wills, trusts,  special needs trusts, qualified income trusts, Medicaid trusts, the list goes on and on. Elder Law speaks more to Client Constituency than individual issues handled. Elder Law Attorneys address issues of Competence and Guardianship, End of Life and Healthcare Directives, Medicaid Planning as well as Estate Planning. Over the past few years, a new area has emerged: Foreclosure of Mortgages against new nursing home residents. What does the average practitioner need to know to competently advise those asking questions?

Most important in any discussion of Foreclosure is what is the assets value, and what is actually owed. Because many houses in the Orlando area and surrounding communities have lost significant value as a result of the foreclosure crisis that began in 2008, many seniors who moved to Central Florida and put a sizeable nest egg into their homes have witnessed the evaporation of equity at unprecedented levels. In 2007, if you purchased a home for $200,000, it is probably valued at less than ½ the original purchase price. If a mortgage was used for the purchase, the balance due after 7 years may be significantly higher than the current market value. This Negative Equity may place seniors at risk due to limited income mobility, rising taxes and expenses and the inability to refinance to a lower interest rate. 

One issues many seniors question is that of their homestead and mortgages. In recent years, especially following the 2008 recession, seniors have witnessed a significant decline in the value of their homestead. In many cases, seniors watched their home equity evaporate, and their mortgage holder became under secured. The federal government has been active in addressing the foreclosure crisis resultant from this negative equity situation by passing programs such as  HAMP, HAMP 2, HAFLA and finally the National Mortgage Settlement. It’s unfortunate that in Florida our Attorney General opposed the National Mortgage Settlement, even though it has helped thousands of Floridians to modify their mortgage on much more favorable terms than they could have otherwise achieved.

            Attorneys have been instrumental in the mortgage modification process, from many different standpoints, notably the bankruptcy court began a mortgage modification mediation program and started in Central Florida, the Orlando Division of the Middle district Federal bankruptcy court. This mediation program through the bankruptcy court system allowed debtors in bankruptcy to force the mortgage holder to attend mediation. While mediation was an option in state court foreclosure process, the success rate of people being able to stay in their homes was significantly less than 10%, estimated at about 4% statewide.

In the Orlando Division middle district success is measured similarly, and those seeking mediation and completing mediation with the ability to remain in their homes, measured at 74% of all modifications signed. Additionally the mediation process in the bankruptcy court has allowed many debtors the dignity of negotiating to surrender the home, rather than just waiting until the bank foreclosure process is completed and they are eventually evicted. Many seniors are afraid of bankruptcy because they don’t realize how fully their cards are stacked against them with regard to credit.
I am proud to be a part of the Mortgage Modification Education Inc. MME provides training to attorneys throughout the State of Florida and has trained attorneys from Indiana, Tennessee, South Carolina, Georgia, Virginia and New Jersey. www.mortgagemodificationeducation.com is our website and training is scheduled for New York City in April. Please get the information you need and seek assistance of competently trained counsel.
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