Author Archive

Monthly Mission Insight: Planning for Life’s Transitions

Shared Stewardship: Planning for Life’s Transitions — Not Just What Happens After Death When families begin planning for the future of a loved one with disabilities or long-term support needs, the conversation often starts with a single question: Who should serve as trustee? No doubt this is an important decision. Trustees carry significant legal and […]

May 15, 2026

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by: Bridget O'Brien Swartz

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Categories: Aging, Financial Planning, Life Planning, Special Needs Planning

Q and A Regarding the Arizona Health Care Cost Containment System AHCCCS, Arizona’s Medicaid Program

Q and A Regarding the Arizona Health Care Cost Containment System AHCCCS, Arizona’s Medicaid Program

The subject of this article was prompted by a recent list serve request for resources, information or guidance on the impact of personal injury settlements on AHCCCS eligibility, to which I responded as follows: “Determining for which program a claimant is eligible for AHCCCS medical assistance is not a straightforward matter. It depends on whether [...]

April 13, 2023

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by: Bridget O'Brien Swartz

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Categories: Special Needs Planning

The Not So New Rule 53(d) of the Arizona Rules of Probate Procedure and “Appropriate Trusts” Without Probate Court Supervision

The Not So New Rule 53(d) of the Arizona Rules of Probate Procedure and “Appropriate Trusts” Without Probate Court Supervision

Two years ago, new Rule 53 of the Arizona Rules of Probate Procedure (A.R.P.P.) became effective. This author, along with many other probate practitioners, was and remains enthusiastic about the new rule and the alternatives to conservatorship it offers. Rule 53 is not only a rule that should excite the probate practitioner, but also the [...]

February 28, 2023

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by: Bridget O'Brien Swartz

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Categories: Special Needs Planning