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

Clio: Our New Law Office Case Management Program

Posted August 12, 202400:09:48

This week, a little inside baseball: we talk about Clio, our law office case management program.

Fleming & Curti, PLC, had a decades-long...

Choosing a Trustee for Your Special Needs Trust

Posted August 4, 202400:11:28

When you establish a special needs trust pay particular attention to the most important part: choosing a trustee. The choice of trustee really determines...

The Importance of Home Visits by Fiduciaries

Posted July 28, 202400:11:33

At Fleming & Curti, PLC, we often act as fiduciary. We might be...

You May Not Need a Guardianship

Posted July 21, 202400:11:37

Clients often come to us because they believe they need a guardianship. Perhaps their spouse has ended up in assisted living or a nursing home. Maybe...

Can We Share Documents with Family of Our Former Client?

Posted July 14, 202400:15:35

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...