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All Episodes

Elder Law Issues — 300 episodes · page 1 of 3

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Title
1

An Introduction to Community Foundations

2

A Conversation on Prenuptials

3

Trustee Discretion

4

Pets in Estate Plans

5

Qualified Disability Trusts

6

Aging and Technology

7

Assessing Testamentary Capacity

8

What if I Don’t Have POAs?

9

College Bound Estate Planning

10

Naming a Fiduciary Who Will Just Hire the Firm

11

Dementia Diagnosis

12

Why Won’t My Family Share Trust Information?

13

AI in The Practice of Law

14

Gray Divorce

15

Family Real Estate Assistance

16

A Look at the Hermitage

17

AI and Deeds

18

How Charitable Giving Works Best

19

Retirement Accounts and Charitable Giving

20

Making Charitable Gifts

21

Tucson Charities: Featuring Mission Garden

22

Corporate and Independent Trustees

23

Probates in Other States

24

Trusts and Real Estate

25

Joint Bank Accounts

26

Intergenerational Wealth Transfer

27

Liz Homes, Indiana colleague, Talks About Interstate Issues

28

Succession Planning for Family Businesses

29

Planning For Digital Assets

30

Estate and Trust Administration Myths

31

Planning for Emergency Hospitalizations

32

What are ILITs and Crummey Trusts?

33

Long Term Care Advice

34

Veterans Benefits

35

Estate Planning with Minor Children

36

Social Security After Death

37

Declining to Serve as Trustee

38

Updating Your Estate Plan In 2026?

39

The Importance of a Witnessed Signature

40

2026 ABLE Act Updates

41

The Benefits of a Donor Advised Fund

42

Supporting a Grandchild with a Disability

43

The Pros of Title Insurance

44

Equal or Equitable Division of Your Estate

45

Estate Planning for Young People

46

Personal Property Planning Before Death

47

Finding Purpose Through Charitable Planning

48

Incapacity Standards in Trusts and Powers of Attorney

49

Common Trust Administration Misunderstandings

50

What is the After Death Checklist?

51

Advance Directives in Practice

52

Buying a House for (with?) Your Child

53

Co-Fiduciaries (Trustees, Agents, Personal Representatives)

54

Notes on How to Hold Title to a Vehicle

55

Joint Representation of Spouses in Estate Planning

56

Alternatives to Creating or Managing Small Trusts

57

How a Spendthrift Provision Actually Works

58

Lawyers’ Ethical Rule 1.14 Under Review Nationally

59

Continuing Care Retirement Communities (CCRCs)

60

Common Myths About Wills (Redux)

61

Hey! No Futzing With Your Estate Plan!

62

Beneficiary Deed Problems Described

63

Happy Birthday, Tom!

64

Death of a Fiduciary

65

The Uniform Partition of Heirs Property Act

66

Fleming & Curti, PLC as a Future Fiduciary

67

Pope Francis Left an Unusual Will

68

Advance Directives and DNR Orders

69

The Social Security Fairness Act

70

Springing vs Surviving Powers of Attorney

71

Advising Non-Citizens Worried About Deportation

72

Kathy Kreuzer Retires From Fleming & Curti, PLC

73

Choosing a Fiduciary Can Be Challenging

74

Ambiguity In a Will or Trust Can Cause Legal Problems

75

To Decline or Disclaim: What’s the Difference?

76

Dispute Resolution for Trustees and Personal Representatives

77

Your Out-of-State Real Estate and Your Estate Plan

78

We Know That Furniture and Accessories Matter to Our Clients

79

Corporate Transparency Act (CTA) January Update

80

When We See One Spouse Becoming Incapacitated

81

How Will the 2024 Election Affect Estate Planning?

82

Corporate Transparency Act Update

83

Jordan Young, Lawyer

84

Naming Multiple Fiduciaries in Your Estate Plan

85

Paying for Long-Term Care

86

IRS Releases Tax Exemption Amounts for 2025

87

Nominating a Guardian for Your Child, Spouse or Family Member

88

Room and Board Agreements for Your At-Home Disabled Child

89

Individually Designed Living Arrangements in Your Planning

90

Preparing for a Death in the Family

91

Codicils and Trust Amendments

92

DIY Estate Planning — Another Cautionary Tale

93

What Trustee Disclosure is Required, and What is Advisable?

94

Spendthrift Trusts Explained

95

Do You Need to Hire an Attorney for Trust Administration?

96

Understanding SSI and SSD

97

Clio: Our New Law Office Case Management Program

98

Choosing a Trustee for Your Special Needs Trust

99

The Importance of Home Visits by Fiduciaries

100

You May Not Need a Guardianship