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

Choosing a Fiduciary Can Be Challenging

Posted February 16, 202500:13:16

You might have questions about choosing a fiduciary. We encourage you to think about your choices. Maybe even discuss the idea(s) with family members...

Ambiguity In a Will or Trust Can Cause Legal Problems

Posted February 9, 202500:13:04

Ambiguity can be a strategic choice. Perhaps a speaker wants to leave a vague impression, offending no one. Maybe a writer hopes the reader will fill...

To Decline or Disclaim: What’s the Difference?

Posted February 2, 202500:15:16

We occasionally talk with clients (and others) about choosing to decline or disclaim. Why would someone choose to decline or disclaim, and what’s...

Dispute Resolution for Trustees and Personal Representatives

Posted January 26, 202500:14:46

If you are acting as personal representative of an estate, or as trustee, you might want to know how you can facilitate dispute resolution. Good news:...

Your Out-of-State Real Estate and Your Estate Plan

Posted January 19, 202500:10:57

If you have any interest in out-of-state real estate, it can significantly complicate your estate planning process. Why? Because one primary motivation...