In this episode, Billie sits down with Lindsey Jackson, Modern Law's new estate planning practice group leader, to demystify estate planning for today's families. With over 16 years of experience in trust and estate administration, Lindsey brings a unique perspective from both the drafting and administration sides of estate planning. She shares practical insights about when estate planning becomes essential, how to protect family wealth across generations, and the real consequences of not having proper legal documents in place.
This conversation covers everything from basic power of attorney needs for young adults to sophisticated trust structures for high-net-worth families. Lindsey explains how estate planning intersects with family law, particularly in blended family situations, and addresses common misconceptions about probate in Arizona. The discussion provides actionable guidance for attorneys and families navigating the complex decisions around wealth transfer, creditor protection, and planning for incapacity.
What You'll Learn
✔ The critical importance of power of attorney documents starting at age 18, and the serious consequences of acting without proper legal authorization when helping incapacitated family members
✔ How discretionary trusts can protect beneficiaries from their own financial mistakes while still providing necessary support for housing, education, and living expenses
✔ The key thresholds that determine when you need basic estate planning documents versus more sophisticated trust structures, including Arizona's updated probate limits
✔ Why testamentary capacity has a lower standard than contractual capacity, allowing people with diminished abilities to still create valid estate plans with proper guidance
✔ How blended families face unique estate planning challenges that make professional guidance non-negotiable, particularly regarding asset distribution and guardian designation
Ready to take that next step?
Connect with Lindsey Jackson at Modern Law for comprehensive estate planning services throughout Arizona: https://mymodernlaw.com/practice-areas/estate-planning-probate-in-arizona/
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