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We’re pretty pumped. We’ve been podcasting for two years now, and that means this is our 100th episode!
We started in March, 2019, with an initial podcast describing the then-recent addition of a new partner (Jacque Mingle) and the then-imminent retirement of founding partner Tom Curti. Tom’s doing fine, by the way — thanks for asking.
Join Fleming & Curti, PLC, partners Elizabeth Noble Rollings Friman and Robert Fleming this week while they discuss some of the changes they’ve seen, the lessons they’ve learned and the topics they get asked about. At the end of the 100th episode, there should be cake, right?
Good podcast-The first I have listened to, although I read almost all of your regular newsletters. I am a retired attorney from Colorado, and although also licensed in AZ for several years, I have referred several clients to your firm. The COVID year we have been through has resulted in many of clients helping one or more of their children financially – and far more significantly than in prior years, and, more importantly, often in disproportionate amounts. When the client dies, the issue often raised is – were these (1) gifts ; (2) loans, or (3) advancements of inheritances. Questions regarding gift tax returns, signed promissory notes, interest, and the like may arise. Most of our clients spend disproportionate amounts helping their children with college tuition, yet few feel there should be any adjustment to a child’s inheritance later on. The feeling is often different with financial assistance later on in life. Your possible podcast: How important is it for parents to document (in writing) their intentions – and what are the likely disagreements after the parent’s death if they don’t?
Stewart:
Thanks for your comments, and we have seen your name as referror in a couple of cases — so thanks for that, too. Your suggestion is a good one and we will follow up!