One person says an older adult needs protection. Another says that “protection” is taking away his freedom. Both may believe they are acting out of love. When a family cannot agree, a judge may be asked to decide who has
Does Arizona permit adult adoption? And if it does, how does it work? Is it the same as in other states?
Arizona elder law attorneys occasionally see these questions. The questions might come from a grandparent seeking to adopt an
Before Dolly Parton died, her nephew was virtually unknown to the public, a bodyguard in a suit jacket and sunglasses who would usher the country music superstar past throngs of adoring fans and paparazzi.
Then in August, the nephew, Bryan
Not a topic lawyers like to talk about, but newspapers do. On Friday October 23, a Bucks County lawyer was charged with taking $150,000 from two of his clients. The Philadelphia Inquirer reports that the attorney is 40 and seems
Our phones and online accounts hold personal information and memories, including contacts, photos, calendars, messages, and notes. Some people want loved ones to be able to keep or manage this information after they die. Others prefer to keep certain accounts,
Court confirms repayment orders but sets aside inheritance deduction
Can someone who never existed inherit under a Will? In the Will of Clifford Stanley Perrin [2026] QSC 247 examines the consequences of online romance fraud and a testamentary gift to an imaginary spouse.
Severance of a testamentary gift based
Katten Private Wealth Partner and Global Chair Joshua S. Rubenstein shared his views in Citywealth’s “AI, Capacity and the Older Client: Who Is Really Giving the Instruction?” The article examines how advisors can confirm that polished, artificial intelligence (AI)-assisted instructions
Like all civil litigation, probate litigation is expensive and involves attorney fees and other legal costs. Probate disputes are often particularly fact-intensive, requiring more attorney time on the matter, which can translate into more fees for clients. Depending on the
Under the SECURE 2.0 Act, beneficiaries of 529 plans may roll over unused funds into a Roth IRA through a direct trustee-to-trustee transfer, subject to a $35,000 lifetime cap and the applicable annual Roth IRA contribution limit. To qualify, the
