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Elder Law Issues

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.

Podcast · By Fleming & Curti PLC · American English · Official site

Indexed episodes, last 90 days
9
Latest publication
Sep 6, 2026
Audience
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Earliest in this view
Jul 5, 2026

Latest episodes

  1. Episode · Sep 6, 2026

    Qualified Disability Trusts (opens the original)

    Episode notes

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    Qualified Disability Trusts have been a concept for around 25 years. While the term may be a bit more obscure these days, you may be familiar with one type, the special needs trust. Many people establishing these types of trusts for their beneficiaries have a lot of tax related questions and concerns. In today’s podcast we go over some of these, such as capital gains and the tax brackets of the beneficiary vs. the trust.

  2. Episode · Aug 30, 2026

    Aging and Technology (opens the original)

    Episode notes · Positive tone

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    Aging and technology can be a scary concept for those of us in an older cohort. Fortunately, many pieces of technology can actually make aging a bit easier. In this podcast we give our thoughts and some examples of these. We discuss calendars, payment applications and multifactor authentication. We also discuss when and where implementing pieces of technology might be most useful in your life, if you are not already tech savvy. Additionally, we speak on when you may want to skip out on certain i

  3. Episode · Aug 16, 2026

    Assessing Testamentary Capacity (opens the original)

    Episode notes · Neutral tone

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    Assessing Testamentary Capacity. Making sure a client has capacity before signing any documents is an important aspect of being an attorney. Doctor’s notes and family testimony can only paint some of the picture. Additionally, capacity is not either “you have it or you don’t”. Capacity can change with age, experiences and even just time of day. In this podcast, we discuss how we look at capacity in our practice. We hope this gives a clear picture of why we do not include family in meetings with

  4. Episode · Aug 9, 2026

    What if I Don’t Have POAs? (opens the original)

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    What if I Don’t Have POAs? POA, in this case, stands for power of attorney. These documents determine who will be making financial or health care decisions for you when you are unable. If you choose not to create these documents, it can cause confusion and possible court proceedings. In Arizona, a guardian may need to be appointed by the court to handle medical and care decisions for you, and a conservator may be needed to manage your finances. Both put decision making into the court’s hands ins

  5. Episode · Aug 2, 2026

    College Bound Estate Planning (opens the original)

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    College bound estate planning is not something many people consider as their child goes off to university. Once someone turns eighteen, most parents will no longer be their legal guardian. This may lead to a loss of access to information about their child. Hospitals, universities, banks and other institutions will likely not divulge any information about the adult child that is protected. In this podcast we discuss options that parents have for staying in the loop on their children’s health and

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