Elder Law Issues

Recent Episodes

The Scope of Duty for an Attorney-in-Fact

Posted August 15, 2021 • 00:12:23

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

Posted August 8, 2021 • 00:18:29

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

Posted August 1, 2021 • 00:14:47

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

Posted July 25, 2021 • 00:17:18

In late 2019, Congress dramatically changed the rules on IRAs and other retirement accounts inherited from a deceased owner. We talked (and wrote) about...

Restatements 101 – the Podcast Edition

Posted July 11, 2021 • 00:10:38

Last week we wrote (in our weekly newsletter) about how to modify a trust by restating it into a whole new trust document. This week's podcast episode...