Elder Law Issues
Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.
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Codicils and Trust Amendments
Clients often ask us to update their estate planning documents by preparing codicils or trust amendments. The idea of a codicil, particularly, is rooted...
DIY Estate Planning — Another Cautionary Tale
From time to time we relate stories about do-it-yourself estate planning gone awry. It’s not that we get pleasure from explaining common mistakes....
What Trustee Disclosure is Required, and What is Advisable?
Trustee disclosure is required by Arizona law. But how much disclosure?
Spendthrift Trusts Explained
What are spendthrift trusts? It’s pretty simple, really. A spendthrift trust has language directing the trustee not to honor attempts by the beneficiary’s...
Do You Need to Hire an Attorney for Trust Administration?
Maybe you are involved in a trust administration proceeding. You might have created a
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