Elder Law Issues

About 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.

Publisher

Fleming & Curti PLC

Category

business · society & culture

Language

en

Explicit

No

First episode

3 Mar 2019

Latest episode

27 Sept 2026

Latest episodes

352 episodes in the feed.

1. 

   27 Sept 2026

   Trustee Discretion

   How much discretion should you give a trustee? Some clients have felt tempted to restrict a trustee in an attempt to protect their beneficiaries’ inheritance. Today we will explain our position that this is generally not advisable. There may be circumstances that arise where your beneficiary may need funds and the trustee should have the ability to support them. Conversely, forcing a trustee into a fixed monthly distribution may harm a beneficiary’s ability to get financial aid or government benefits. Why have their inheritance pay for things that the university or government should? That is why today’s podcast discusses some of our experiences with the positives of giving your trustee discretion.

2. 

   13 Sept 2026

   Pets in Estate Plans

   Pets in Estate Plans We are pet lovers here at Fleming & Curti, PLC. Many of us have dogs, cats and even snakes. With that in mind, we believe it is very important to create a plan for your animals in the event you are unable to or pass away. In this podcast, we touch on powers of attorney, bequests in a will and pet trusts. We go over our experiences and recommendations for each of these from an Arizona attorney perspective. We also might share a few anecdotes about our own pets as well as examples of various wishes we have seen in the past.

3. 

   6 Sept 2026

   Qualified Disability Trusts

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 56 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

85

Social presence

0

YouTube

0

Engagement

68

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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