You might not have read much about the Corporate Transparency Act (usually referred to as the CTA). The law, adopted by Congress on January 1, 2021, was part of a much bigger legislative package. Actually, its history is even more interesting than that, and worth mentioning before we describe the CTA and how it might affect you. Yes, you. Congress first adopted the National Defense Authorization Act by lopsided votes in late 2020. It included $741 billion in defense spending
Need a summer project? We have one for you: Get your digital life in order. An increasingly large part of our everyday lives happens the digital space. The Covid-19 pandemic accelerated our use of digital tools across the board. We use e-mail, apps, social media, and more every day. Plus, more people and institutions are getting into crypto assets. When it comes to estate planning, digital assets are just like regular assets and at the same time quite different. The
Charitable gifts are important to many of our clients. We encourage charitable inclinations, of course. But how can you make a gift to your favorite charity most efficiently? Lifetime charitable gifts Of course, one way to make a gift is to write a check. It's direct, it's immediate -- and it's very much appreciated. Making such a gift can also have a positive effect on your personal income tax liability. Your charitable gift is deductible on your tax return. But
That's May just around the corner, which means it's when we like to survey elder law news and commentary and share interesting developments. For the April review, we learn (again) that a lot of people don't have estate plans, that a lot of people want to "age in place," and that the George Harrison estate supports supports marijuana consumption: April Review: We're Underplanned A new survey shows many Americans don’t have an estate plan (only 33% say they do). The
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 Fleming & Curti attorneys, highlight new developments and long-standing strategies.
Our Team
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:
Legal
Supports the firm’s elder law efforts, facilitating estate planning, filing probate pleadings, and assisting with estate and trust administration, and guardianships and conservatorships.
Fiduciary
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.
Finance
Implements plans for assets to which the firm is entrusted as trustee, conservator, or agent under financial power of attorney.
Our Attorneys
Practice Areas
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.