Elder Law Issues

Elder Law Issues


Latest Episodes

What Will Happen to Your Personal Property (When You Die)?
June 02, 2019

Your personal property is just, well, property. That means that if your will says (paraphrasing) "I leave all my stuff to my mother" that will include those personal effects. But consider what will actually happen to your furniture,

The Most Important Document In Your Estate Plan
May 26, 2019

Your estate plan usually includes a will, a health care power of attorney and a financial power of attorney. It might also include at least one trust -- perhaps more if you have a child with special needs, or a complicated financial situation.

What is a Supplemental Benefits Trust?
May 19, 2019

We've written -- and talked -- about different types of special needs trusts over the past week. One term that we frequently hear is about "supplemental benefits" trusts. Are they same thing as special needs trusts?

Different Types of Special Needs Trusts
May 13, 2019

There are different types of special needs trusts. That should not be surprising -- but the effect sometimes is. Besides that, the differences can generate plenty of confusion. - Host Robert Fleming and guest Elizabeth Noble Rollings Friman,

Can You Modify Your Irrevocable Estate Plan?
April 29, 2019

In earlier podcasts, we have discussed why you might want to create an irrevocable estate plan, and how you might go about it. This time our focus is different: can you modify your irrevocable estate plan? -

Irrevocable Estate Plan — How Can You Do It?
April 22, 2019

You might want to make your estate plan irrevocable. Why? We discussed that in last week's podcast. It might be because you want to make sure your spouse can't change things after your death. Perhaps you don't trust yourself not to be swayed by hopeful...

Irrevocable Estate Plan – Why You Might Want One
April 15, 2019

Our clients often ask about making their estate plans irrevocable. Before we describe steps we might recommend, we want to understand why you think it's important. - In this podcast session, we discuss the reasons clients tell us they want an irrevoca...

Interstate Guardianship — Moving to a New State
April 08, 2019

Suppose you have been appointed as your mother's guardian in the Arizona courts. Now you (and your mother) will be moving to another state. Is there such a thing as an interstate guardianship? Can you transfer your Arizona guardianship to the new state...

Arizona UTMA Accounts
April 01, 2019

In our Elder Law Issues newsletter this week, we described a bankruptcy court case involving a Uniform Transfers to Minors Act (UTMA) account. Arizona has also adopted the uniform law, and Arizona UTMA accounts would likely be treated in the same way.

Do-It-Yourself Estate Planning
March 26, 2019

Do you enjoy do-it-yourself projects? How about your estate planning? - Can't you just write your own will? How about online trust forms? And wouldn't it be cheaper if you just prepared your estate planning documents and then paid a lawyer to review t...