At Fleming & Curti, P.L.C., our practice is limited to Elder Law. We concentrate on Guardianship and Conservatorship, Long-Term Care (Medicaid) Planning, Estate Planning and Probate. We are located in Tucson, Arizona.
The firm began in 1984, when Tom Curti and Robert Fleming became partners. The two had, however, been partners before — from their common law school graduation (in 1976) until 1979. They had also shared office space for two years before formalizing the “new” partnership.
November is over and the holiday season is well under way. In the news last month was Medicare and Medicaid, Alzheimer’s and Dementia, and the Corporate Transparency Act.
Alzheimer’s and Dementia News
More places are creating “dementia friendly” experiences.…
In 2008 Arizona adopted a version of the Uniform Trust Code. That law introduced the legal concept of a “qualified beneficiary” into Arizona trust law. It clarified who is entitled to information, but it introduced new confusion. Who is a…
Like so many others, I recently binge-watched HBO’s hit TV show ‘Succession’. It got me thinking about estate planning considerations for clients who have business interests. The TV show follows the succession planning process for a huge media conglomerate; but…
A client came to see us last week. Her 17-year-old son has a developmental disability, and she wanted to get a start on things she would need to do before age 18. She had heard about guardianship at age 17½…
It’s the last weekend of October. That means it’s almost Halloween! Or, even more importantly it’s National Estate Planning Awareness Week! Whether you’re celebrating spooky season or gazing fondly at your estate planning binder, it’s time for a recap…
Last month we tackled common misunderstandings about wills. Now it’s time to debunk some myths about trusts.
You need to “fund” your trust
One of the more common myths about trusts: if you sign a trust, you will avoid…
One of the most important decisions a client can make when creating an estate plan, is who plays what role. When creating a trust, there are 3 (or sometimes 4) key players: the trustor, the trustee, the beneficiary and, sometimes…
We recently heard from a reader about the effect of divorce on beneficiary designations. It’s a topic that comes up from time to time — and it’s more complicated than you might think. And, to be clear, the answer is…
It’s the end of September. This month government benefits programs and estate taxes were top of mind. But first, how the Estate of Little Richard came out in court.
Celebrity Estate Plans
A personal representative (a/k/a an “executor”) of Little…
At Fleming & Curti, PLC, we handle a lot of guardianship and conservatorship matters in Arizona courts. But what about proceedings involving a Native American? Can we bring an action in the Arizona courts, or do someone have to initiate…
