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

Trust Funding 201

Posted September 13, 202000:20:47

Time for your next podcast class: Trust Funding 201. You signed your living trust (and related documents). Good. You're halfway done. The rest of the...

Trust Funding 101

Posted September 6, 202000:14:48

It can be challenging to figure out how to title assets after you have created a revocable living trust. We're calling this initial review Trust Funding...

Arizona community property

Posted August 30, 202000:13:45

The "community property" rules sometimes confuse or alarm lawyers from states that apply the "common-law" property rules. Arizona community property...

Estate Planning With Blended Families

Posted August 23, 202000:12:24

We often consult with blended families about their estate planning. Those families -- sometimes with "yours, mine and our" kids, or disparate young-adult...

Planning With Childless Clients

Posted August 16, 202000:11:30

There is a lot of social and familial pressure for most people to leave the bulk of their estate to their children. Sometimes, though, we deal with...