Handling Special Assets in Planning and Administration

Adrianne Graves
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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Protecting the Client and Their Plan from Interlopers and Do-Gooders

John Mark Comuzzie, Bernard E. ("Barney") Jones, Sarah Patel Pacheco
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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Representing Proposed Wards: How Disorganized is Legally Disorganized? 

Lauren Olson, Kathleen Schultz Wiesenthal
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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When and How to Enroll in Medicare Parts A, B, C, D

Pi-Yi Mayo
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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A Toolkit for Contested Guardianships

Christopher C. Burt
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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SECURE Act Final Regulations: Planning for Distribution of Retirement Assets

Karen S. Gerstner
Presented at the 2025 Estate Planning, Guardianship and Elder Law Conference

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