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Elder Law Issues

Fleming & Curti PLC

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.

PublishesWeeklyEpisodes300Founded2 years ago
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Latest Episodes

Trusts and Real Estate

Many of us want to leave a legacy. Leaving real estate in trust for loved ones can be a tempting way to accomplish that goal. However, few grasp all of the consequences and potential issues of this choice. It is one thing to ... more

Joint bank accounts are a useful tool for certain estate planning goals. Unfortunately, there are many pitfalls that people do not anticipate when establishing them.

Establishing joint ownership of an account with a child or loved one will allow th... more

There are several misconceptions about intergenerational wealth transfer. Many families believe that sharing copies of wills or trusts will prevent misunderstandings. In reality, this can create family conflict, confusion, and estate disputes if chan... more

This week we host our valued colleague Liz Homes. She talks about some of the problems a special needs trust beneficiary might face when moving to a new state. Beneficiaries (and families) may assume a trust created in one state works the same everyw... more

Succession Planning for Family Businesses requires careful preparation to balance retirement needs, business value, and family dynamics. A business owner must first assess personal financial security, especially when they have reinvested profits inst... more

Planning For Digital Assets

This episode explains how digital assets affect modern estate planning. Digital assets include social media accounts, online banking profiles, investment platforms, cryptocurrency wallets, and other online accounts. Many... more

There are many myths regarding estate and trust administration. Trust administration is quick, easy and flexible. Probate is expensive, slow and a hassle. Google and AI assistants are often quick to confirm these myths. They are trained on data that ... more

Planning for emergency hospitalizations is not something people like to think about, and different document types can cause confusion. What is the difference between health care powers of attorney, advance directives and DNR forms? Where should these... more

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1. The Elder Law Coach
2. Trust Me
3. ACTEC Trust & Estate Talk
4. This American Life
5. Schwab Market Update Audio

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Elder Law Issues launched 2 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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