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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Recent Episodes
Living Expenses in Trusts and Conservatorships
Imagine that you are conservator (of the estate) for a person who needs protection. Or, perhaps you are trustee of a trust for someone who has difficulty...
Trust Income Tax Discussion
Do you have to file a trust tax return for the trust you manage? It depends. In this episode of Elder Law Issues, we review the trust income tax filing...
What State Law Governs Trust Administration?
Imagine (and it's not much of a stretch) that a Maryland resident wrote a trust for her Pennsylvania daughter naming an Arizona trustee. What state...
Modifying Trusts – Some Observations
Modifying trusts used to be very complicated. But in recent years, the law of trusts has changed -- in Arizona and in many other U.S. jurisdictions. Of...
2021 Year End Planning
As the this extraordinary year winds down, we all start thinking about 2021 year end planning. In the tax and estate planning world, that might mean...
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