The Elder Law Issues blog, published by Fleming & Curti, PLC, focuses on legal topics relevant to seniors, individuals with disabilities, and their families. It covers estate planning, including wills, trusts, and probate administration, as well as fiduciary services such as guardianships and conservatorships. The blog addresses practical concerns like power of attorney, special needs planning, and care management. It also discusses emerging trends in elder law, such as alternative body disposition methods and legal disputes involving estates. The content aims to guide readers through complex decisions related to aging, incapacity, and end-of-life planning.
Individual Retirement Accounts (IRAs), 401(k) and 403(b) accounts. What are the differences among different types of retirement accounts?
Who qualifies for the different types of retirement accounts?
One key difference among different types of retirement accounts is which one is…
The holidays are just about over and a new year is upon us! In December we discussed holiday gifts, estate planning, and Rupert Murdoch’s court case to change his irrevocable trust.
Holiday Gifts
It’s the season of giving. One thing…
Many estate planning clients come to us unsure about who should fill the various fiduciary roles in their estate plans. A “fiduciary” is a person or organization who acts on behalf of others. This often involves the management of another’s…
It is very common for our clients to express confusion about the taxation of estates and trusts. That’s because it’s confusing.
Taxation of estates can be any of at least four types of tax
Look online for information about taxation…
November is over and the holiday season is well under way. In the news last month was Medicare and Medicaid, Alzheimer’s and Dementia, and the Corporate Transparency Act.
Alzheimer’s and Dementia News
More places are creating “dementia friendly” experiences.…
In 2008 Arizona adopted a version of the Uniform Trust Code. That law introduced the legal concept of a “qualified beneficiary” into Arizona trust law. It clarified who is entitled to information, but it introduced new confusion. Who is a…
Like so many others, I recently binge-watched HBO’s hit TV show ‘Succession’. It got me thinking about estate planning considerations for clients who have business interests. The TV show follows the succession planning process for a huge media conglomerate; but…
A client came to see us last week. Her 17-year-old son has a developmental disability, and she wanted to get a start on things she would need to do before age 18. She had heard about guardianship at age 17½…
It’s the last weekend of October. That means it’s almost Halloween! Or, even more importantly it’s National Estate Planning Awareness Week! Whether you’re celebrating spooky season or gazing fondly at your estate planning binder, it’s time for a recap…
Last month we tackled common misunderstandings about wills. Now it’s time to debunk some myths about trusts.
You need to “fund” your trust
One of the more common myths about trusts: if you sign a trust, you will avoid…
