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.

    Client on Lawyers.com

  • 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.

    Client on Lawyers.com

  • Wonderful people who helped us through a very trying time.

    Client on Lawyers.com

Tucson Elder Law Attorney Newsletter

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  • Partition

    Partition: Dividing Joint Property Through the Courts

    Sometimes joint owners can’t agree on how to manage — or divide — their jointly-owned asset. The difficulty might arise with real estate, or a business, or even financial accounts. When they can’t agree on what to do, the result might be what the legal system calls a “partition” proceeding. Joint ownership Two — or…

  • Acting as fiduciary

    Acting as Fiduciary Can Be Hard, Even Dangerous, Work

    When you think about planning your estate, you probably focus on who will receive what share of your property. You might not focus as clearly on choosing your personal representative or trustee. Consider your choices carefully: acting as fiduciary is not so much an honor as it is a chore. What is a fiduciary? Lawyers…

  • Planning for your pets

    Have You Considered Estate Planning for Your Pets?

    If you’ve been responsible, you’ve already signed your own will and powers of attorney. Perhaps you’ve even signed a trust. Have you done any estate planning for your pets? Taking care of your closest friends We don’t mean to suggest you ought to write a will for your cat, or an advance directive for your…

  • Physician assisted suicide

    Is Physician Assisted Suicide an Option for Terminally Ill Arizonans?

    Physician assisted suicide is now an option for terminally ill patients in several US states. Is Arizona one of those states? Is it likely to join the list soon? What do we mean by physician assisted suicide? First, some definition of terms. Doctors, of course, are usually in the business of saving lives and curing…

  • 529 plans

    529 Plans: Saving for Your Grandchild’s Education Costs

    Last week, while writing about Arizona’s new ABLE Act accounts, we realized we have not focused on Section 529 plans before. Let’s take care of that now. What is a 529 plan? Pardon us for starting off all wonky. “529” refers to Section 529 of the Internal Revenue Code. That tax law makes tax-advantaged education…