We see this practice when we represent trustees, conservators and other fiduciaries, and we always counsel against it. A trustee, for instance, might pay trust bills from their own funds and then make

When you administer a trust or estate, you need to pay particular attention to record keeping. That may seem like an obvious statement, but too often books and records are kept poorly -- or not at all

Imagine that you are conservator (of the estate) for a person who needs protection. Or, perhaps you are trustee of a trust for someone who has difficulty handling money. How do you handle regular livi

Do you have to file a trust tax return for the trust you manage? It depends. In this episode of Elder Law Issues, we review the trust income tax filing rules. - Spoiler alert: not every trust requires

Imagine (and it's not much of a stretch) that a Maryland resident wrote a trust for her Pennsylvania daughter naming an Arizona trustee. What state law governs the trust's administration? - Trust situ

Modifying trusts used to be very complicated. But in recent years, the law of trusts has changed -- in Arizona and in many other U.S. jurisdictions. - Of course some trusts are fully revocable and ame

As the this extraordinary year winds down, we all start thinking about 2021 year end planning. In the tax and estate planning world, that might mean quite a lot of potential concerns. - Many news sour

Say you need to get authority over your father's finances because you don't think he can manage them himself any longer. You know you need a power of attorney (POA). Can't you just go online, download

If you look around, there are a number of places you can download an online health care power of attorney. Some will assure you that they are valid in Arizona. A few are Arizona-specific. - For exampl

A month ago, a podcast listener asked us a series of detailed questions about self-settled SNTs (special needs trusts). We tackle the questions in this episode. - Actually, the listener's questions di