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

Fiduciary Fees — Can You Charge, and How?

Posted December 1, 201900:07:27

When someone acts as fiduciary -- as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge...

Nosy questions

Posted November 24, 201900:08:13

When we meet with a new client, we ask a lot of nosy questions. You can guess why we are so invasive, but we do want to assure you that it is more than...

Do You Need a Trust?

Posted November 17, 201900:08:28

Are living trusts oversold? That is, do you need a trust? This basic estate planning discussion is the one we probably get asked about most often by...

Your Special Needs Planning

Posted November 10, 201900:08:21

When do you need to do your special needs planning? Do you have a child who receives Supplemental Security Insurance (SSI) or Medicaid benefits? If...

Gifts and Gift Agreements in Your Estate Plan

Posted November 3, 201900:10:33

Want to simplify the administration of your estate? Give everything away! In this week's podcast, we discuss gifts and gift agreements you might consider. Is...