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

Corporate and Independent Trustees

Posted May 3, 202600:12:38

Some clients express interest in corporate or independent trustees serving as their successors in trusts they have or want to establish. In this podcast...

Probates in Other States

Posted April 26, 202600:13:20

Probates in other states can vary greatly from Arizona’s process. This means that advice you receive in Arizona may not apply in states like New York...

Trusts and Real Estate

Posted April 19, 202600:13:49

Trusts and Real Estate

Many of us want to leave a legacy. Leaving real estate in trust for loved ones can be a tempting way to accomplish that...

Joint Bank Accounts

Posted April 12, 202600:11:07

Joint bank accounts are a useful tool for certain estate planning goals. Unfortunately, there are many pitfalls that people do not anticipate when establishing...

Intergenerational Wealth Transfer

Posted April 5, 202600:12:18

There are several misconceptions about intergenerational wealth transfer. Many families believe that sharing copies of wills or trusts will prevent...