All Episodes
Elder Law Issues — 300 episodes · page 2 of 3
Can We Share Documents with Family of Our Former Client?
Maintaining Beneficiary Designations is Key to Estate Planning
HEMS Standard in Trusts
Update on ABLE Act Accounts and 529 Plans for Education
Giving Notice of Court Proceedings in Arizona
Representing Couples in Preparing Estate Plans
Court Ruling Protects Right to Vote in Guardianship
Happy Birthday – Let’s Talk Required Minimum Distributions
Supporting Autonomy While Acting as Fiduciary
What Estate Tax Changes Should You Expect in 2026?
Collecting Information So That We Can Give Good Advice
Cremation, Green Burial and Human Composting in Arizona
New SSI Rules Will Improve Benefits
Incentive Trusts
What to Expect in Your Estate Planning Signing Appointment
The IRS and Your Power of Attorney
“Conservatorship” in News Stories Might Not Mean What You Think
Giving Someone the Power to Tell You When to Stop Driving
Time to Review Your Estate Plan
Family Burial Plots Are a Growing Problem Among Our Clients
Meet Law Clerk Jordan Young
Safe Deposit Boxes: Helpful or Headaches?
Why should you create a trust?
Alternative Dispute Resolution in Estate Planning
Meet Matt Mansour, Associate Attorney
Operating Outside the Terms of the Will or Trust
Everyone Knows What Dad Wanted
Swedish Death Cleaning – Is It a Thing?
The Importance of the Financial Power of Attorney
Making Gifts at the End (or Beginning) of the Year
Making Specific Gifts — and Beneficiary Designations
Unitrust — an interesting alternative for some trusts
Some of the Professional Groups We Rely On
Planning for the Holiday Season
Elizabeth Friman Inducted into ACTEC
Emergency Guardianship and Conservatorship in Arizona
Stetson’s Special Needs Program for 2023
Nosy Questions in Our Initial Interview
Probate 101 for Non-Lawyers
Arizona’s New Supported Decision-Making Law
Complex Estate Plans Not Always Required Even for the Wealthy
Civil Commitment Proceedings in Arizona
Prenuptial Agreements – an Estate Planner’s View
Physician-Assisted Suicide in Arizona
Are There Lessons for Us in Senator Feinstein’s Story?
Donor Advised Funds
Visitor Restrictions Imposed by Health Care Agent
Moving Out of Arizona – What Planning Changes Should You Make?
Deeding Property to Your Trust
Capacity Level for Signing Health Care Power of Attorney
I Have a Trust: Why Do I Need a Will?
Community Property With Right of Survivorship
Giving a Beneficiary the Right to Reside in Property
Actually Using Your Financial Power of Attorney
Tinkering With Your Estate Plan
Episode #200
Emergency Guardianship or Conservatorship
Discretionary Trust for Your Non-Special Needs Child
Trusts and Other Arrangements for Your Pets
Jacque Mingle Inducted Into ACTEC!
Are Trust Tax Rates Always Higher?
Family Settlement Agreements to Modify Trust Terms
Paying for Someone Else’s Estate Planning
FDIC Coverage for Your Bank Accounts
Copies of Your Estate Planning Documents
Family Meetings About Estate Planning
Our Update on Hospice Care
Equal Division (or Equitable Division?) Among Beneficiaries
The A/B Trust in 2023 — What Do You Need to Do?
What to Transfer to Your Child’s Special Needs Trust
Should You Title Your Car to Your Trust?
Researching Your Deed
Questions to Ask a Prospective Fiduciary
Trust Contests — Not the Same as Will Contests
The End of 2022, Looking forward to 2023
RMD Rules for Inherited IRAs
Alternative Dispute Resolution in Wills and Trusts
Trusts for Special Purposes
ABLE Act Basics
The Special Needs Alliance – A National Organization with Arizona Roots
When You Are the Second Alternate Agent or Trustee
Long Term Care Insurance — One Way to Pay for Care
The Annual Stetson Program on Special Needs Trusts
Where to Keep Your Estate Planning Documents
The Rationale for Guardianship is Very Individualized
Boilerplate in Your Estate Planning Documents
Where Is the Trust?
About Your Organ Donation Preferences
Your Retirement Account Beneficiary
Why We Meet With Our Client(s) Alone
Will Contests
“I Need to Get a Power of Attorney for My Mom”
Bonds in Probate, Conservatorship and Other Cases
End-of-Life Decision-Making
Let’s Talk About ABLE Act Accounts
“No-Contest” Clauses in Wills and Trusts
No, Really — Don’t Write on Your Will or Trust
What to Do With Your Personal Property
More on Funding Your Trust
Deed Fraud — Is It a Thing?