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

Personal Property Planning Before Death

Posted November 2, 202500:09:33

Personal Property Planning Before Death.

Many of your belongings are precious to you. You worked hard to acquire them. The transition from your...

Finding Purpose Through Charitable Planning

Posted October 19, 202500:11:22

Finding Purpose Through Charitable Planning.

During the estate planning process, people frequently consider how to convey assets to charity when...

Incapacity Standards in Trusts and Powers of Attorney

Posted October 12, 202500:09:45

Clients often ask to set incapacity standards in their trusts and powers of attorney. Typically, they might suggest a requirement that two physicians...

Common Trust Administration Misunderstandings

Posted October 5, 202500:09:54

We frequently see one of the same handful of trust administration misunderstandings. From the length of time required, to the tax effect, to the court’s...

What is the After Death Checklist?

Posted September 28, 202500:09:26

You may have heard of an after death checklist but what does it contain? Losing someone you love is always difficult so people often find keeping a...