Elder Law Issues

Elder Law Issues


Latest Episodes

Fleming & Curti as Fiduciary
August 11, 2019

The last in our series of podcasts on selecting a fiduciary. Should you consider our firm, Fleming & Curti, as fiduciary? - We started this cycle with a general discussion: what does "fiduciary" mean, anyway?

Professional Fiduciaries and Your Estate Plan
August 04, 2019

Choosing your fiduciary can be challenging. Even understanding the duties and challenges facing your fiduciary can be difficult. Sometimes you need to consider professional fiduciaries. - What is a professional fiduciary?

Choosing Your Fiduciary
July 28, 2019

One of the most difficult tasks connected with your estate plan is too easily overlooked. Choosing your fiduciary should be more than just naming your oldest child, or all of your children. - Being a fiduciary is actually hard work.

What is a Fiduciary?
July 21, 2019

You may have heard or read the term: fiduciary. But what is a fiduciary? - In this podcast episode, we go through some of the kinds of relationships that are included. The term covers at least these: A conservator of a living person's estate (whi...

We Explain Gifts and Gift Tax Rules
July 14, 2019

Everyone seems to know about gifts and gift tax rules. The thing is, "everyone" tends to be wrong. - In this podcast episode, we explain the basics of gifts and gift tax liability. Do you think that there is a rule limiting how much money or property ...

Should Your Living Trust Include Co-Trustees?
July 07, 2019

Perhaps you have created a revocable living trust. Likely, you have named yourself as trustee, with a carefully-selected successor trustee. But should you consider having your living trust include co-trustees? -

Include Pets in Your Estate Planning
June 30, 2019

You're already thinking about your estate planning. Perhaps it's time to update your five-year-old will and/or trust. Maybe you've never gotten around to taking care of this grown-up task. But in any case: have you dealt with your pets in your estate p...

Explaining Third Party Special Needs Trusts
June 23, 2019

Third-party special needs trusts are complicated to understand. Part of the confusion arises from the similarity of names. Self-settled (or first-party) special needs trusts are very different animals, but the similarity of names adds to the problem.

How do Will Contests Work?
June 16, 2019

How frequent do you think will contests are? If you're like most people, you almost certainly overestimate the frequency of probate, and only a small portion of those cases involve contested proceedings. -

Administering Personal Property After a Death
June 09, 2019

A close family member has died, and you are in charge of administering personal property of the estate. How do you handle the challenge? - If your family member left a will, it might give you some direction. Many wills (in Arizona,