 |
- What is covered under your
Legal Services Plan?
Subject to the
following limitations, these services shall be provided
to the eligible Members and their Dependents without any fee or
charge except for court fees and costs. Members of the Philadelphia
Housing Authority are entitled to the same benefits subject to
the limi-
tation of twenty (20) hours of service.
1. Legal advice and consultation
in any matter except those specifically excluded.
Consultation shall
include telephone conversations, office consulta-
tion, follow-up conversations and meetings, review, preparation
and
drafting of correspondence and follow-up correspondence. It shall
not
include the filing of documents or instruments in any court or
agency
thereof, nor the attendance nor representation in any court proceed-
ing except as noted below.
2. Wills and Estate
Planning.
Preparation of
wills, with or without trust provisions, as well as
guardian provisions if required. Preparation of living trust agreements
shall also be included in addition to the preparation of living
gift
agreements and insurance trust agreements. Preparation of living
wills and durable powers of attorney shall also be included. The
gath-
ering, review and explanation of the estate tax consequences of
assets of the Member and his/her Dependents including real and
per-
sonal property, life insurance, Social Security and pensions, jointly
owned property, interest or expectancies in other estates, powers
of
appointment, prior living gifts, federal and state gift and estate
tax
consequences, and income, liabilities, and cash requirements for
estate administration shall also be provided under this coverage.
3. Real Estate Transactions.
Coverage shall
include consultations, review, drafting and prepara-
tion of agreements of sale, deeds, mortgages, refinancing of mort-
gages, and other documents or instruments necessary to purchase
or
sell the primary residential property of the Member within the
five
county Philadelphia area, defined to include Philadelphia, Chester,
Bucks, Delaware and Montgomery Counties. A Plan attorney shall,
where requested, attend a settlement in regard to the purchase
or
sale of the primary residence of the Member if it occurs within
the five
county Philadelphia area. A Plan attorney shall, where requested,
attend a settlement in regard to the purchase or sale of a Member’s
residential property, if it occurs outside the five-county Philadelphia
area at a charge of Seventy-five Dollars ($75.00) per hour. Consulta-
AFSCME District Council 47
Legal Services Plan |
