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

Co-Fiduciaries (Trustees, Agents, Personal Representatives)

Posted August 31, 202500:10:04

Should you name co-fiduciaries in your estate planning documents? In other words, should you name your two (or more) children to serve as joint successor...

Notes on How to Hold Title to a Vehicle

Posted August 24, 202500:07:50

Arizonans can hold title to a vehicle your name, in joint names or in the name of your revocable living trust. Which should you use?

As it happens,...

Joint Representation of Spouses in Estate Planning

Posted August 17, 202500:11:47

We usually agree to joint representation of spouses in estate planning. Most married couples would be surprised to hear that there is any controversy...

Alternatives to Creating or Managing Small Trusts

Posted August 10, 202500:18:00

Are there alternatives available to creation or management of small trusts? Of course there are. We talk about several of the most common alternatives...

How a Spendthrift Provision Actually Works

Posted July 27, 202500:11:35

Do you have a spendthrift provision in your trust? Have you wondered how that actually works? In this week’s podcast, we discuss the mechanics of...