Conservatorship record keeping

Conservatorship Record Keeping

Conservatorship record keeping must be precise and detailed. Conservators are responsible to the court that appointed them. Courts — at least in Arizona — pay close attention to conservators’ accounts. We have discussed the court involvement in conservatorships before. And it’s important to note that even the term “conservator” can have different meanings in other…

New York elder law

New York Elder Law Compared to Arizona

Leading New York elder law attorney Lawrence Davidow was recently in Tucson visiting a friend. We talked him into joining us for a discussion about elder law. Our question: how does the practice of elder law in his home state differ from our Arizona experience? Lawrence left New York just as their coronavirus cases began…

Inventories in probate and trust administration

Inventories in Probate and Trust Administration

Must administrators prepare formal inventories in probate and trust administration? Does every case require employment of a professional appraiser? Is an inventory public, so that anyone can know what was left to whom? How about beneficiaries, or family members who were left out of the will or trust? In this podcast episode, we discuss the…