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
New SSI Rules Will Improve Benefits
Supplemental Security Income — SSI, to everyone who receives the benefit — has horribly complicated rules. But recent announcements from the Social...
Incentive Trusts
“Incentive trusts.” It’s a term we hear from time to time in planning estates. What clients and advisors usually mean to describe is a trust that...
What to Expect in Your Estate Planning Signing Appointment
You’ve scheduled a signing appointment for your estate planning documents. What should you expect that appointment to look like? And how long will...
The IRS and Your Power of Attorney
You signed your financial power of attorney! Great! Now your agent can sign anything you could sign, right?
Well, hold on. The IRS has special...
“Conservatorship” in News Stories Might Not Mean What You Think
You may have read news stories about conservatorship proceedings. A lot of reports address the problems faced by famous people subject to conservatorships....
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