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

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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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Personal property list

The Personal Property List: An Important Part of Your Plan

You may have noticed an uncompleted form in your estate planning documents. It is usually titled “personal property list” (or something similar). It’s actually important for you to consider. Let us be clear: we are a Tucson elder law attorney firm, and we don’t know the law in other states. What we say about Arizona…

When do you need guardianship?

When Does Your Family Member Need Guardianship?

Suppose you have a 17-year-old child with a developmental or cognitive disability. Do you need guardianship before they turn 18? Is it OK to wait, or to forego guardianship altogether? First: what is guardianship? While your children are minors, you have the authority to make medical and placement decisions for them (we’re ignoring the possibility…

Trust protector's powers

Trust Protector’s Power Tested in California Case

We have written before about “trust protectors,” a relatively new concept in American trust law. Because there is not a lot of case law on the subject, the limits of a trust protector’s power (and duty) has not been well-established. Now a new California case fills in a little more detail. Trust protectors — a…

Should you write your own will?

Should You Write Your Own Will?

Writing a will shouldn’t be that hard. There’s plenty of online help and advice, and forms readily available. Shouldn’t you be able to write your own will? What could go wrong? Before you consider whether to write your own will, think about the kinds of problems that might arise. If the problems are not great,…

step-grandson-lacks-standing-in-will-challenge

Disinherited Step-Grandson Lacks Standing to Challenge Codicil

Will challenges are far less common than most people think. One reason: few people have any basis on which to challenge a will, even if they feel aggrieved. In legal terms, most potential challengers simply lack any “standing” to contest a will. A recent Texas case illustrates the concept nicely. Lucy Lee’s will and codicils…