Elder Law Issues

Can We Share Documents with Family of Our Former Client?

When a former client becomes incapacitated, we might hear from family members asking that we share documents and offer legal advice. We might take a...

Maintaining Beneficiary Designations is Key to Estate Planning

You’ve carefully considered your estate plan, and decided it’s important to avoid probate. One way to accomplish that: use beneficiary designations...

HEMS Standard in Trusts

The HEMS standard, common in trusts, is an arcane expression. That does it mean, and what’s the significance?

If the trust directs the trustee...

Update on ABLE Act Accounts and 529 Plans for Education

529 Plans (for education expenses) have been popular for years. More recently, Congress authorized similar accounts for most people with disabilities....

Giving Notice of Court Proceedings in Arizona

Arizona law about giving notice in probate, guardianship and conservatorship proceedings has recently changed. What might have been a well-meaning piece...