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
Gifts to Grandkids — and Other Young People
The end of the year is upon us. So is the holiday season. You might be considering making gifts to your grandkids. Or perhaps to other people who are...
Reimbursement to Fiduciary — A Practice to Avoid
We see this practice when we represent trustees, conservators and other fiduciaries, and we always counsel against it. A
Record Keeping in Estate and Trust Administration
When you administer a trust or estate, you need to pay particular attention to record keeping. That may seem like an obvious statement, but too often...
Living Expenses in Trusts and Conservatorships
Imagine that you are conservator (of the estate) for a person who needs protection. Or, perhaps you are trustee of a trust for someone who has difficulty...
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