Tucson Elder Law Attorney

We are 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. As Tucson Elder Law Attorney (s). That’s what we know.

Practice Areas

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Guardianship & Conservatorship

We represent guardians, conservators, and the subjects of proceedings when court involvement is required. We also act as guardian and conservator in appropriate cases.

Estate Planning

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.

Wills, Trusts & Powers of Attorney

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.

Trust & Estate Administration

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.

Long-Term Care (Medicaid) Planning

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.

Private Fiduciary Services

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.

Our Attorneys

Robert B. Fleming
Thomas A. Curti
Amy Farrell Matheson
Elizabeth Rollings Friman
Jacquelyne J. Mingle

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Curti regularly conducts useful CLE programs for lawyers in area related to trust administration and estate planning and is highly regarded.

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Fleming is an outstanding lawyer in the fields of trusts and estates, estate planning and elder law, and most lawyers in this community refer matters to him or call upon his expertise on a regular basis.

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Wonderful people who helped us through a very trying time.

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Tucson Elder Law Attorney Newsletter

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Will contest before death

Filing a Will Contest Before Death of the Signer

There’s one persistent problem with will contests. Academics often refer to the “worst evidence” rule. The person who signed the will can not testify about what they wanted. Wouldn’t it be great if you could take care of a will contest, before death of the signer removes the best evidence? First, though, let us make…

Second marriages

Planning Is Essential for Second Marriages

Is your current Mr. or Mrs. Right not your first spouse?  And do you have kids from another relationship?  Second marriages can be wonderfully fulfilling, but step families come with built-in tensions. If this is you, it’s essential to consider an estate plan.  Otherwise, the state of Arizona has a plan, and its rules almost…

Retirement benefits and community property

Retirement Benefits and Community Property

Arizona is one of the nine U.S. states operating under the principles of “community property.” The basic premise of community property: assets acquired during the period of the marriage are presumed to belong to the marital community (and thus to the spouses equally). There are lots of qualifications and exceptions, but one issue crops up…

Aretha Franklin

Aretha Franklin’s Wills, Petty Discord & Emma the Dog

Sometimes, you can develop a fondness for tasks that used to seem like a chore.  That’s me and the brief.  Having spent more than a decade in newspaper journalism, I compiled plenty of news briefs, collections of news of the day each item boiled down to a paragraph or two.  These days, news bits are…

Self-settled special needs trusts

Explaining Self-Settled Special Needs Trusts

New clients frequently come to us after they have been told that they need to “get” or “set up” a special needs trust. They often don’t realize that there are different kinds of special needs trusts. Sometimes a self-settled special needs trust is the right answer. In some cases the right approach is a third-party…

Copies of your will and trust

Who Should Get Copies of Your Will and Trust?

You’ve signed your will and powers of attorney. Maybe you’ve even signed a living trust. But now who should get copies of your will and trust? Is the answer different for your powers of attorney? What to do with the original documents First, let’s just say a word about what you should do with the…

Plan for contingencies

If You Don’t Plan for Contingencies, the State Plans for You

If we all had crystal balls that could predict the future, estate planning would be a whole lot easier. We don’t, it’s not — and we’re here to tell you that you need to plan for contingencies. One difficult aspect of planning is considering the various ways the future can unfold.  Perhaps the hardest part:…