It's the end of the month. That's when we like to survey the elder law landscape and share interesting or useful items that surfaced over the past few weeks. Here's our January review: January's Planning Tips Here are eight common estate planning mistakes from AARP. The most common errors we see out of those eight: 1) plans that are incomplete or in error, 2) misunderstood or underutilized plans, and 5) beneficiary conflicts and mistakes (which should be No. 1). Estate
A recent case out of Maryland illustrates that helping an elderly parent can lead to criminal penalties and (gulp) jail time. Don’t help, at least not like Sharon Shivers did. As the Maryland Court of Appeals tells the story, Sharon and her dad, John, had a “somewhat strained” relationship for many years. John found out they lived a few miles apart and reached out. They reconnected, John got to know his grandson, and Sharon and her son visited twice a
We occasionally hear from grandparents who have visitation and custody disputes with their children. More commonly, they have disputes with their children's spouses, partners or exes. The stories are often heartbreaking, and we want to help. Too often, our best advice is "you'll have to learn to deal with it." Court cases outlining grandparents' rights to visitation and custody have tapered off in recent years. That's largely because of the U.S. Supreme Court's decision in Troxel v. Granville back in 2000.
Football fans everywhere stood stunned last Monday night when Buffalo Bills safety Damar Hamlin collapsed on the field. He was resuscitated, then carted off to the hospital. He’s now recovering from the cardiac arrest, talking and breathing on his own. But for several days, he was sedated while his medical team assessed his condition. Hamlin’s Situation Informative No one expects such a thing for a 24-year-old athlete. It’s a startling reminder that a crisis can leave any of us unable
Tucson Elder Law Attorneys
We are Tucson elder law attorneys committed to helping seniors, individuals with disabilities, and their families and supporters make informed choices guiding them through some of life’s most important decisions. That may mean estate planning, special needs planning, guardianship, conservatorship, long-term care planning or probate. That’s what we know.
Our weekly newsletter and podcasts (created by and featuring Fleming & Curti, PLC, attorneys) highlight new developments and long-standing strategies.
Fleming & Curti is not a traditional law firm. We do practice traditional elder law, but we also provide fiduciary services. We couldn’t do either without the hard work and dedication of our team members:
Supports the firm’s elder law efforts, facilitating estate planning, filing probate pleadings, and assisting with estate and trust administration, and guardianships and conservatorships.
Focuses on fiduciary services, managing the daily needs of those for whom the firm serves as trustee, guardian, conservator, or agent under power of attorney.
Implements plans for assets to which the firm is entrusted as trustee, conservator, or agent under financial power of attorney.
We represent guardians, conservators, and the subjects of proceedings when court involvement is required. We also act as guardian and conservator in appropriate cases.
We prepare documents to complete your estate plan. Most importantly, we help you determine whether you need a trust, and we counsel you on selection of agents, trustees and personal representatives.
We are familiar with long-term care costs and eligibility for public benefits, and how to maximize benefits for a person dependent on the public system. We can prepare applications or process renewals for eligibility.
We counsel individuals about planning for tax, benefits eligibility and preparation for aging and disability. We understand that one important consideration for clients is the cost of effective planning. One common area we work in: special planning for family members with special needs.
Once estate planning documents are in place, we help with administration of the trust or estate. We represent trustees, agents and personal representatives. We prepare accounts and taxes, or we oversee those administrative matters. We are particularly interested in helping with special needs trusts.
In select cases (and usually when there is no other good alternative) we act as trustee, personal representative or agent. We handle financial and life decisions, prepare tax returns and keep interested parties in the loop.