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
Listener’s Questions About SNTs – Part 1
A listener sent us several questions about SNTs (that is, special needs trusts). We thought the questions were good, and if we talked about them it...
The Scope of Duty for an Attorney-in-Fact
What is the scope of duty for an agent on a power of attorney? Are there requirements, and limits? First, language. The person you give authority to...
Trust Administration in the Real World
Trust administration rules are complicated. They involve state law on fiduciary duties. The trustee also has to worry about tax rules -- estate tax,...
Want to Make an Appointment With Us? Talk to Jessica Lopez
We really enjoy our series introducing the Fleming & Curti, PLC, staff (and we hope that you do, too). In this episode, we talk with legal assistant...
Update on SECURE
In late 2019, Congress dramatically changed the rules on IRAs and other retirement accounts inherited from a deceased owner. We talked (and wrote) about...
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