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

See all practice areas

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

Join Legal Issues Newsletter

Email address:
 
(required) Your name:  
 
 

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

 See all newsletter posts

Due process

Due Process Required in Guardianship Proceeding

Probate courts have broad discretion about how to handle the cases they consider. Especially when it comes to guardianship and conservatorship, the probate judge usually has considerable latitude about how to proceed. It is essential, however, that the probate judge recognize that he or she must give the litigants their due process — the rules…

Court investigator

Court Investigator Required Before Appointment of Guardian

Non-lawyers often assume that courts regularly appoint guardians from a list of people or agencies they have dealt with before. In fact, the people involved almost always choose the guardian, rather than the judge herself. Many states (including Arizona) do have a method for vetting a potential guardian, though. The role may be named something…

Jacque Mingle

Changes at Fleming & Curti, PLC

Usually, this space is occupied by a report on a recent case or circumstance. We try to generalize those specific cases for our Arizona clients. Or perhaps we tackle a larger issue that comes up regularly. Today, though, we’d like to tell you about new and upcoming changes at Fleming & Curti, PLC. We’re not…

Automatic injunction

Automatic Injunction Did Not Prevent Beneficiary Change

When a married person files for a divorce, Arizona law requires issuance of an automatic injunction. The injunction prevents changes in assets or titles until the divorce is resolved. It maintains the status quo while the legal system kicks into gear. An automatic injunction also issues in other, related kinds of actions. For instance, filing…

Surety bond

Surety Bond Protects Estate, not Fiduciary

Most people are unfamiliar with the term “surety bond”, and may never have run across the concept. When a court appoints someone to manage another person’s money, a surety bond is often involved. Different kinds of fiduciaries Depending on the context, a court might appoint a conservator to handle the estate of someone who is…

Qualified disability expense

What Is a “Qualified Disability Expense”?

In 2014, Congress adopted the Achieving a Better Life Experience Act (better known as ABLE). That new law formally introduced the concept of a “qualified disability expense”. But what kind of expenditure is a qualified disability expense? And does the term mean anything outside of ABLE? Definition of qualified disability expense The ABLE Act itself…

"Next friend"

“Next Friend” Lawsuit Creates Legal Problems

We have written before about guardians ad litem. A recent Alaska case reviewed the similar — but different — use of a “next friend” in a civil lawsuit. What’s the difference, and why did it matter in the Alaska case? Helen’s boating accident Back in 1993, a 17-year-old boat operator collided with another boat on…