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

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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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Gift some of your success

Gift Some of Your Success, But Do It Thoughtfully

Say you’ve had a really good year financially and want to share it with loved ones for the holidays. How wonderful! Many people don’t realize that gifting can affect them long after the property has been given away or that they can have some say in how that gift is used by the recipient. So…

Probate potpourri

A Probate Potpourri

This week we looked for cases (and stories) illustrating important principles from probate court. We found a surprising batch of cases, and wanted to share them all. Hence this probate potpourri. We have four cases (from California, Louisiana, Maine, and New York) to share with you. California: “right of survivorship” may not mean what it…

November roundup

November Roundup: Death, Divorce, and Holiday Help

It may seem too early for the November roundup of elder law news items. But December is less than a week away, so it’s time. This month, in our survey of the elder law landscape, we stumbled upon a real-life circumstance that illustrates the conundrum that divorce sometimes creates for divorcing couples. Plus: tax updates,…

Grandparents in child custody fight

Judgment Against Grandparents in Child Custody Fight

We sometimes meet with grandparents who are worried about their child’s ability to raise their grandchildren. Sometimes the grandparents are in a child custody fight. Most often they are genuinely concerned about real shortcomings. Occasionally their complaint is really about access being cut off. But last week we read a story about a grandmother and…

New estate tax limits

New Estate Tax Limits Highlight Need to Plan

Every year, the IRS announces inflation-adjusted numbers for all kinds of tax-related things.  Estate and gift tax limits are among them, and the 2020 numbers are here. The new estate tax limits will be $11.58 million per person, up from $11.4 million. The same figure applies to lifetime gift tax exclusion, as well. That means…

Adult guardianship jurisdiction

Adult Guardianship Jurisdiction — Where to File

Families — and practitioners — frequently face a problem associated with our mobile society. After a family member moves across state lines, in which state should any court actions be filed? In other words, who has jurisdiction over adult guardianship proceedings? Wait — isn’t there a law on that? We’ve written before about the Uniform…

October roundup

October Roundup: Britney, Death Taxes, Rats Driving Cars

Each month, we like to survey the elder law landscape and share news stories we found interesting or helpful. The main October roundup item focuses on someone who’s not old: Britney Spears. She remains under conservatorship, a legal arrangement designed to help incapacitated people, often elderly but not always: What’s the Deal With Britney? Maria…