Trusts/Estate Planning

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AI v. MQD: Navigating New Regulatory Challenges in the Life Sciences

6/30/2025  

Elder law attorneys are increasingly encountering clients whose care is shaped not only by legal planning but also by rapid advances in medical technology. This article explores regulatory challenges posed by AI that affect the elder community.

Journal Article

Effectively Representing LGBTQ+ Clients: Stories of LGBTQ+ Aging

5/23/2025  

LGBTQ+ clients may face additional challenges related to family estrangement, medical care, and discrimination. The following stories highlight some issues and solutions.

News Article

Community Property Basics for Separate Property Lawyers

5/23/2025  

If community property is not the law in the state where an attorney practices, why would community property laws affect a client’s estate plan?

News Article

Solo Agers: Planning Strategies for Independent Older Adults Facing Unique Aging Challenges

3/28/2025  

Solo agers are a rapidly expanding segment of the older population. Elder law attorneys should have a comprehensive understanding of the unique challenges faced by solo agers and be equipped to provide the proper guidance to clients.

Journal Article

Safety, Happiness, and the Clash of Perspectives

2/28/2025  

As people age and face frailty, their perspective often shifts toward prioritizing happiness and connection over safety and risk avoidance. Planning with clients and families should clarify values and ensure alignment.

News Article

Elder Financial Exploitation and the Rise of Elder Orphans: How Can Estate Planners Help?

2/28/2025  

Advance planning for diminished financial capacity could protect against scams. Estate planners and elder law attorneys can implement or advise tools that could avoid or even minimize the impact of a potential scammer’s abuse.

News Article

Evaluating Pooled Trusts in 2024

11/22/2024  

The focus of this article is to help you, as an attorney, evaluate PSNTs as both a nonprofit organization and a corporate trustee so that you have confidence in recommending them to your clients.

News Article

Self-Directed Care Is Everywhere

11/22/2024  

Self-directed care is now a major part of the care economy. Here's what NAELA attorneys should consider when representing clients who wish to self-direct their HCBS.

News Article

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2025 Recorded Seminars

Mastering Tax Strategies: A Series for Elder Law Attorneys

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Mastering Tax Strategies: A Series for Elder Law Attorneys8/1/2025 12:00:00 AM
2025 Recorded Seminars

Ensuring Peace Of Mind When Planning For Adult Children With Disabilities

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Ensuring Peace Of Mind When Planning For Adult Children With Disabilities7/15/2025 12:00:00 AM
2025 Recorded Seminars

Changes In Estate and Gift Tax Planning

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Changes In Estate and Gift Tax Planning7/15/2025 12:00:00 AM
2025 Recorded Seminars

Lessons Learned From The Bankruptcy Of A Professional Trustee

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Lessons Learned From The Bankruptcy Of A Professional Trustee7/15/2025 12:00:00 AM
2025 Recorded Seminars

ILITS 101

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ILITS 1017/15/2025 12:00:00 AM
2025 Recorded Seminars

Trust Administration: Family Trustees vs. Professionals

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Trust Administration: Family Trustees vs. Professionals7/15/2025 12:00:00 AM
2025 Recorded Seminars

What To Do With Trusts Signed Before The SECURE Act?

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What To Do With Trusts Signed Before The SECURE Act?7/15/2025 12:00:00 AM
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