At Fleming & Curti, PLC, our practice is limited to working with (and for) seniors and individuals with disabilities. We concentrate on Special Needs Planning, Guardianship and Conservatorship, Long-Term Care (Medicaid) Planning, Estate Planning and Probate.

2/8/2010: UTMA Custodian Accountable After Beneficiary’s Majority

A recent case out of Kentucky deals with a fairly arcane legal question, but it gives a chance to remind people about UTMA accounts and the rules governing them. The issue in that case: what duties does a UTMA custodian have to account to the minor beneficiary after he or she reaches the age of majority?> Read the whole story

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Want to attend the next presentation of our popular "trust school," for people who have already signed a living trust? The next scheduled session will be held September 29. More information is available in our newsletter.

We are pleased to announce that partner Leigh H. Bernstein has been selected for membership in the Special Needs Alliance, the premier (and invitation-only) national organization of special needs planning practitioners. Congratulations, Leigh!

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330 N. Granada Avenue, Tucson, Arizona 85701
520-622-0400 /  FAX: 520-203-0240