Estate Planning Attorneys in Boise, ID

Author

Seniors Blue Book

For more information about the author, click to view their website: Seniors Blue Book

Posted on

Sep 09, 2026

share-this
Share This

Planning for the future can feel easy to postpone, especially when a family is healthy and daily life is busy. Yet illness, incapacity, a death in the family, or a major financial change can quickly reveal the cost of not having clear instructions. Estate planning helps Boise residents decide who may manage their affairs, who will receive their property, and how important health care and financial decisions should be handled.

This guide explains the estate planning category and highlights Donna Schuyler Law PLLC as a local legal resource. It provides general educational information and is not legal advice.


What Estate Planning Includes

Estate planning is the process of organizing legal documents and financial arrangements for incapacity and death. It is not only for wealthy households. Adults of many ages may benefit from a plan, particularly if they own a home, have children or other dependents, operate a business, support a person with disabilities, or want trusted people to act for them during an emergency.

Common Estate Planning Documents

An estate plan may include:

  • A will naming beneficiaries and a personal representative
  • A trust designed for specific property, family, tax, or administration goals
  • A durable financial power of attorney
  • A living will and durable power of attorney for health care
  • Beneficiary designations for retirement accounts, insurance, and other assets
  • Instructions concerning personal property and final arrangements

The right combination depends on the person, family structure, assets, and goals. Beneficiary designations and ownership arrangements should also be reviewed because some property passes outside a will.

Planning for Incapacity

A complete plan addresses more than what happens after death. A durable financial power of attorney can authorize a selected agent to manage specified financial matters. Health care documents can record treatment preferences and identify someone to make medical decisions when the person cannot communicate or decide independently.

Without effective documents, a family may need to consider a court-supervised guardianship or conservatorship. Advance planning cannot prevent every dispute or emergency, but it can provide clearer authority and reduce uncertainty.

When to Review a Plan

Estate plans should be reviewed after marriage, divorce, a birth or adoption, a death, relocation to another state, a major change in assets, a new diagnosis, retirement, or a change in the people selected for important roles.

A periodic review is also useful because laws, relationships, and account information change.


Donna Schuyler Law PLLC

Phone: 208-344-1947

Donna Schuyler Law PLLC serves Boise-area clients in estate planning, elder law, guardianship, conservatorship, and probate. The firm’s official website identifies living wills, durable powers of attorney for health care, and general durable powers of attorney among its estate planning services.

Experience With Older Adults and Family Planning

The firm reports that Attorney Donna Schuyler has more than 30 years of experience as an elder advocate. Her background combines legal education with studies in business, health studies, and gerontology.

The firm states that she is a member of the Idaho State Bar Taxation, Probate and Trust Law Section and Professionalism and Ethics Section, a past president and current member of the Treasure Valley Estate Planning Council, and a board member of Trust and Estate Professionals of Idaho.

The firm also includes Attorney Eric Glover, whose published profile identifies estate planning, probate, trust administration, and estate and trust litigation as areas of experience. This combination can be helpful when planning questions overlap with aging, incapacity, probate, or the administration of a trust or estate.

Preparing for an Estate Planning Meeting

Before meeting with an attorney, gather existing wills and trusts, account and property information, beneficiary designations, insurance details, business interests, and the names of people who may serve as agents, trustees, guardians, or personal representatives.

Be ready to discuss family relationships, care concerns, charitable wishes, and any beneficiary who may require added protection.


Why Estate Planning Matters in Boise

Boise and Treasure Valley families may own homes, retirement accounts, businesses, agricultural interests, or property in more than one state. Clear documents can help families coordinate these assets and respond to incapacity without unnecessary confusion.

Idaho residents should use documents prepared or reviewed for Idaho law. People who move to Boise from another state should consider having older documents reviewed, particularly powers of attorney, health care directives, trusts, and property ownership records.


How to Get Started

  1. List your family members, beneficiaries, and anyone who depends on you.
  2. Create a basic inventory of property, accounts, insurance, debts, and business interests.
  3. Gather existing legal documents and beneficiary designations.
  4. Choose trusted people for financial, health care, and estate administration roles.
  5. Write down your priorities for incapacity, inheritance, care, and charitable giving.
  6. Contact Donna Schuyler Law PLLC at 208-344-1947 to ask what to bring to an initial meeting.
  7. Store signed documents safely and tell the appropriate people how to locate them.
  8. Review the plan after major life changes and at regular intervals.


Related Seniors Blue Book Categories

Other Articles You May Like

Recognizing Nursing Home Abuse

Recognizing Nursing Home AbusePatients who live in nursing homes rely on their caregivers to help them meet even their basic needs like food, medicine, cleanliness, and protection. When caregivers or nursing homes fail to offer proper assistance and even go ahead to harm the patient in any way, nursing home abuse and neglect should be considered as a possibility.The elderly continue to be vulnerable to abuse cases. According to a report by the Centers for Disease Control and Prevention, the estimated cost of injuries due to assaults among adults aged 60 years and above was $33 billion in 2022 in the U.S. The non-fatal assaults among the elderly have increased by 31% and homicides by 26% from 2015 to 2022.Older adults in the nursing homes have medical conditions or difficulty communicating. As such, spotting and fighting nursing home neglect can be difficult. Unexplained injuries, sudden changes in behavior, poor hygiene, malnutrition, medication problems, or unusual financial activity may warrant closer attention. Understanding the common signs of abuse and knowing when to report concerns can help protect vulnerable nursing home residents. Abuse and Neglect Are Not the Same FindingAny intentional act or failure to act on the part of an individual that results in harm or a threat of harm to an individual who is 60 years old or older is considered elder abuse, as defined by the Centers for Disease Control and Prevention.These are cases that involve physical abuse, sexual abuse, psychological abuse, financial abuse, and neglect, the latter form being considered to be failure to fulfill basic needs like food, water, shelter, and healthcare.Neglect is different from others when seen at the patient's bedside. It is characterized by the lack of something.What Turns Up on the BodyPressure wounds are the clearest indicator because they have nothing to do with context but rather relate directly to the bodys structure. Pressure wounds will appear wherever bone meets the skin and pressure remains constant for long periods of time, which is why they are found on heels, hips, and the tailbone first.Weight is the second thing to watch. Dehydration and poor nutrition rarely show themselves, and they turn up instead as a dry mouth, sunken eyes, confusion that comes and goes, and clothing that stopped fitting between visits. Practices that handle these matters tend to organize them by event rather than by legal theory. The elder abuse page of a Greensboro nursing home abuse lawyer, Pleasant Law in Guilford County, groups its work into falls and fractures, bedsores, malnutrition and dehydration, medication errors, infections, and residents who get out of the building unnoticed, which tracks closely with what families describe when they first call someone.What Turns Up in BehaviorBehavioral signs often move ahead of physical ones. A resident who talked freely goes quiet when one particular aide comes on shift. Someone who liked bath time starts resisting it. The agitation comes at the same time every day, or a patient stops making requests for someone to be with them that they would usually do so. All of this means nothing in itself, but everything needs to be recorded with a date on it.Cash that goes missing from a room, a new name added to an account, signatures that do not look like the residents own hand, or a sudden gift to someone on staff all fall inside what the federal definition treats as abuse.The Facility Already Carries a Reporting DutySection 1150B of the Social Security Act requires covered individuals at a long-term care facility that received at least $10,000 in federal funds during the preceding year, meaning owners, operators, employees, managers, agents, and contractors, to report any reasonable suspicion of a crime against a resident to the Secretary and to at least one local law enforcement entity. However, the window is short. Two hours from forming the suspicion where serious bodily injury is involved and 24 hours where it is not. Civil penalties for failing to report reach $200,000, rising to $300,000 where the failure makes the harm worse, and an individual can be excluded from federal programs on top of that.Where a Complaint Actually LandsEvery state has a survey agency that investigates nursing home complaints, and CMS publishes the state-by-state contact list. Every state also has a long-term care ombudsman who sits outside the facilitys chain of command entirely. Adult protective services takes reports about adults at risk more broadly. Medicare keeps a plain-language page on getting help with rights and protections for anyone unsure whom to ask for help first.Those who find their questions answered are those who had recorded the dates while the event was still fresh, taken pictures of it, and asked the question at that point.

Estate Planning Keeps Changing. Heres What Families Need to Know

Most families do not need to follow every new court decision, Medicaid rule, tax election, or change to federal retirement law. That is our job. What families do need to know is when one of those changes could affect a decision they are making right now. After reviewing materials from the 2026 Elder Law Institute and additional training on post-death tax and estate planning, our team identified several developments that deserve attention. Some affect people planning for a loved one with special needs. Others may matter to families navigating Medicaid, administering an estate, or ensuring an existing estate plan still works as intended. Here are five groups of people who should be paying particular attention. 1. If You Have a Loved One With a DisabilityOne of the biggest developments involves ABLE accounts. Beginning in 2026, eligibility expands so that an individuals disability must have begun before age 46 rather than before age 26. That may sound like a small change, but it could open the door for individuals and families who previously did not qualify. ABLE accounts can be an important part of special needs planning because they may allow an individual with a disability to save and use money for qualified expenses while preserving access to certain public benefits. For families who were previously told that an ABLE account was not an option because of the individuals age when the disability began, it may be time to revisit that conversation. The important question is not simply, Can we open an ABLE account now? It is, How should an ABLE account fit into the rest of our planning? That may include a Special Needs Trust, beneficiary designations, public benefits, housing assistance, family support, and the long-term financial needs of the person you love. 2. If a Retirement Account Will Eventually Benefit Someone With Special NeedsThis is an area where families can have excellent intentions and still create an unintended problem. You may have spent years carefully creating a Special Needs Trust to protect a child or loved one with a disability. But then there is the IRA. Or the 401(k). Or another retirement account with its own beneficiary designation. Those beneficiary forms matter. Retirement accounts are governed by their beneficiary designations, and coordinating those designations with a Special Needs Trust can involve additional rules involving inherited retirement accounts. That means creating the trust is only part of the job. The beneficiary designation needs to work with the trust and with the rest of the estate plan. This is one reason we place so much emphasis on follow-through. A beautifully drafted estate plan cannot accomplish what you intended if the assets never make it to the right place. If your estate plan includes a loved one with special needs and you have significant retirement assets, this is worth reviewing. 3. If You Are Helping an Aging ParentFamilies helping aging parents already have enough to manage. There may be medical appointments, medications, housing decisions, caregiving, finances, insurance, and questions about whether additional care will eventually be needed. Medicaid adds another layer of complexity. There are upcoming changes involving Medicaid eligibility and administration that could affect how families prepare, when applications should be submitted, what documentation will be needed, and how much room families have to correct problems after the fact. Pennsylvania is also continuing to develop options involving Medicaid-funded assisted living, which raises another set of practical questions. Which facilities are actually participating? Is there availability? What level of care is being provided? How does the program work in the real world, not simply on paper? Those are the questions families need answered. There are also Medicaid programs beyond traditional nursing home Medicaid that may help certain individuals, including programs connected to disability, employment, Medicare costs, and other circumstances. The difficulty is that most families do not know which questions to ask. That is why waiting until a parent is already in crisis can make everything harder. If you are starting to notice that Mom or Dad needs more help than they used to, that is often the right time to begin learning about the options available. 4. If Your Spouse or Parent Recently DiedFamilies understandably want to get things handled after someone dies. Close the accounts. Transfer the assets. Distribute the inheritance. Sell what needs to be sold. Finish the estate. But moving too quickly can sometimes eliminate options that should have been considered first. There may be decisions involving inherited retirement accounts, tax elections, disclaimers, portability between spouses, cost basis, business interests, trusts, and other assets. Some of those decisions have deadlines. Others can be affected by whether an asset has already been distributed or accepted by a beneficiary. That is why we believe one of the most important parts of probate and trust administration happens before significant distributions are made. A family may be asking, How quickly can we get this money distributed? Our first question may need to be, Is there anything we should review before we do that? Estate planning does not necessarily end when someone dies. In some situations, there are still important planning decisions available to the family afterward. 5. If You Are Serving as an Executor or TrusteeBeing named executor or trustee can feel like an honor. Then the work begins. Suddenly you are responsible for property that is not yours, money that belongs to an estate or trust, deadlines you may never have heard of, beneficiaries who want answers, and legal duties that can create personal consequences if handled incorrectly. Executors and trustees may need to address issues involving distributions, taxes, creditors, conflicts of interest, business interests, retirement accounts, notices to interested parties, and the eventual closing of the estate or trust. And one of the biggest mistakes a fiduciary can make is assuming that every reasonable-looking decision is automatically a legally appropriate one. You do not have to become an estate administration expert overnight. You do need to understand your role before making major decisions. That is especially important before distributing money, selling property, transferring business interests, or taking actions that may be difficult to reverse. You Do Not Have to Keep Track of Every ChangeEstate planning and elder law continue to evolve. Some developments require immediate action. Others deserve a closer look. Still others simply need to be monitored until the law becomes clearer. Our responsibility is to know the difference. When our team attends continuing education programs or reviews new developments, we do not want that information sitting in a binder on a shelf. We ask a much more practical question: Does this change anything we should be doing for the families we serve? Sometimes the answer means updating a checklist. Sometimes it means reviewing a beneficiary designation. Sometimes it means slowing down before an estate distribution. And sometimes it means reaching out to a family because an option that did not exist for them several years ago may be available today. You do not need to understand every new development in estate planning, Medicaid, special needs planning, or estate administration. You need to know whether the changes affect your family, your plan, or the decisions you are about to make. If any of the situations above sound familiar, the next step is to learn what applies to your circumstances before making a decision that may be difficult to undo.  

Compensation After a Mesothelioma Death

Compensation After a Mesothelioma DeathMesothelioma is an uncommon cancer in the U.S. In 2022, there were 2,669 new mesothelioma cases, as recorded by the CDCs U.S. Cancer Statistics. The CDC reports that exposure to asbestos causes the majority of mesothelioma cases.The American Cancer Society reports an estimated 3,000 new cases of mesothelioma annually. The long time between initial exposure to asbestos and the eventual onset of the cancer means that it disproportionately impacts older adults.When a family loses a member to mesothelioma, they face financial and emotional burdens. If asbestos exposure was the reason for their family members mesothelioma, surviving family members may be able to pursue a claim for compensation.There are many ways in which financial compensation helps families. Depending on the claim, compensation may help cover funeral and burial expenses, lost income, and medical bills.Mesothelioma compensation for family members may come from asbestos trust funds or a wrongful death lawsuit. If the exposure happened on the job, workers' compensation death benefits may also be available.Two Different Claims, Two Different PurposesIn the event of a death from mesothelioma, families can file two different types of legal claims.The first of these claims is called a survival action. It is brought on behalf of the deceased persons estate. It covers losses suffered before death, like medical treatment and lost wages. In many states, it can also recover the person's pain and suffering from diagnosis until death, though some states, including California, have limited those damages.Meanwhile, a wrongful death claim compensates the surviving relatives for the damages suffered due to the death, not for those suffered by the patient because of the disease. Those damages typically fall into two categories. According to the law firm website https://www.eastonlawoffices.com/, families who depended on the person who died can recover both economic losses, like medical bills, lost income, and burial costs, and non-economic losses, like the loss of care, comfort, and companionship.Who Actually Has the Right to FileBeing eligible for bringing a claim for wrongful death differs from one state to another, and getting this wrong can end the claim before it starts.In most cases, it is only a narrow category of people who have the right to bring such claims. This includes people like surviving spouses and surviving children or even surviving parents in certain states.Some states also provide that any person who is eligible to inherit under intestate succession will be eligible to bring such a claim. Other states allow only the executor of the estate to bring these kinds of claims.Where the Compensation Actually Comes FromSince mesothelioma is often the result of exposure to asbestos decades prior to the diagnosis, it often means that many of the companies involved have already gone bankrupt. Many of those companies reorganized in bankruptcy by setting up trusts to pay asbestos victims. Those trusts hold billions of dollars for current and future claims.It means that families of victims can often claim compensation from multiple funds without having to sue the company at all. Trust claims don't go through a lawsuit, so they often pay faster than court cases, but most trusts pay only a percentage of each claim's value.Not every victim worked with asbestos directly. Some were exposed secondhand, like family members who handled a worker's dusty clothing. Secondary exposure cases can still qualify for compensation.Why the Filing Deadline Is Easy to MissIn most states, the statute of limitations for a wrongful death case begins on the date of death. There are some states that apply a discovery rule tied to when the family learned asbestos was the cause. Asbestos trust funds also set their own filing deadlines, which are separate from the court deadline and can be shorter.Deadlines vary by state, usually from one year to several years. Missing the deadline typically bars the claim, no matter how strong the case might be.This timeline is different from the statute of limitations for a personal injury case, which would have been applicable if the patient were still alive.Why Acting With Care, Not Urgency, Still MattersNone of these factors changes the reality for the mourning family, and nothing can ever make up for their loss.The time constraints and the number of potential defendants involved in mesothelioma cases make it advantageous for families to consult a lawyer who specializes in legal cases involving wrongful death and asbestos.The article examines mesothelioma and asbestos-related fatalities from a legal and general perspective. Should you or someone you know be experiencing the loss of a loved one and having trouble coping with the situation, consulting a grief counselor or therapist may help.