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

Incapacity Standards in Trusts and Powers of Attorney

Posted October 12, 202500:09:45

Clients often ask to set incapacity standards in their trusts and powers of attorney. Typically, they might suggest a requirement that two physicians...

Common Trust Administration Misunderstandings

Posted October 5, 202500:09:54

We frequently see one of the same handful of trust administration misunderstandings. From the length of time required, to the tax effect, to the court’s...

What is the After Death Checklist?

Posted September 28, 202500:09:26

You may have heard of an after death checklist but what does it contain? Losing someone you love is always difficult so people often find keeping a...

Advance Directives in Practice

Posted September 21, 202500:08:54

Have you ever heard of an Advance Directive? Do you know what this document is? How do Advance Directives work in practice? What is the difference between...

Buying a House for (with?) Your Child

Posted September 7, 202500:09:56

Are you considering buying a house for your child? Or maybe helping finance the purchase with a loan or gift? We have so many questions for you. Are...