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

Can You Disinherit a Family Member?

Posted January 17, 202100:15:46

Can you disinherit a family member? Do you have to leave something to children, spouses and other close relatives? Last week, in our Elder Law Issues...

“Qualified Beneficiaries” Under Arizona Trust Law

Posted December 27, 202000:10:19

If you are trustee of an Arizona trust, you must provide information to "qualified beneficiaries" of the trust. But who are those people? If you join...

Trust Reporting Requirements in Arizona

Posted December 20, 202000:14:26

There are trust reporting requirements for every trustee. Those requirements vary depending on the circumstances, though. Is the trust revocable or...

Gifts After Incapacity: It Takes Advance Planning

Posted December 13, 202000:12:40

You have a long pattern of making gifts -- to your children, to other family members, and to charities. Do you want to continue to make those gifts...

End of Year Gifts

Posted December 6, 202000:12:42

We're already in December! That means (among other things) that it's time to consider your end-of-year gifts. You already know that you are limited...