You’ve Been Named a Trustee—Now What?

Being nominated as a trustee (or successor trustee) can feel like both an honor and a heavy responsibility. If you’re unsure what comes next, you’re not alone. Understanding your role early can make the process far less intimidating—and help you avoid costly mistakes down the road.

As people get older, they often need to rely on others for various kinds of help and are more likely to suffer from Alzheimer's disease or other forms of dementia. Consequently, as people age, they are more vulnerable to being financially taken advantage of, sometimes even by people they trust. A recent study by AARP estimates that financial exploitation costs adults aged 60 and older $28.3 billion annually.[1] Fortunately, there are some proactive steps that can be taken to prevent financial abuse before it occurs. In addition, older people and the family members and friends acting on their behalf have protective and remedial actions available if they discover that financial abuse has occurred.

Effective December 4, 2025, Delaware joins a growing number of states in authorizing Transfer on Death (TOD) deedsfor real property under Title 25, Chapter 2 – the Uniform Real Property Transfer on Death Act. This new law provides Delaware property owners with a powerful estate-planning tool that allows real estate to pass directly to named beneficiaries at death—without probate.

To properly assist clients, elder law attorneys must juggle knowledge of a number of different public benefits programs, many of which have unique eligibility requirements. Additionally, with multiple planning strategies and instruments available to assist clients with public benefits, attorneys must also stay apprised of their distinctions. This blog is intended to provide both a definitional foundation and an up-to-date reference for the current year’s figures. It is best used as a supplement to your own research; it is not intended to be, and should not be considered, legal advice. 

 Medicaid

A needs-based, means-tested government healthcare assistance program administered jointly by federal and state governments.

What is a confirmation calendar in Delaware?

A few simple steps before your first meeting can save time, reduce stress, and lead to better legal guidance.