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.
Follow Our Podcast
Recent Episodes
Trust Income Tax Discussion
Do you have to file a trust tax return for the trust you manage? It depends. In this episode of Elder Law Issues, we review the trust income tax filing...
What State Law Governs Trust Administration?
Imagine (and it's not much of a stretch) that a Maryland resident wrote a trust for her Pennsylvania daughter naming an Arizona trustee. What state...
Modifying Trusts – Some Observations
Modifying trusts used to be very complicated. But in recent years, the law of trusts has changed -- in Arizona and in many other U.S. jurisdictions. Of...
2021 Year End Planning
As the this extraordinary year winds down, we all start thinking about 2021 year end planning. In the tax and estate planning world, that might mean...
Financial POA Form
Say you need to get authority over your father's finances because you don't think he can manage them himself any longer. You know you need a power of...
POWERED BY BLUBRRY
