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Elder Law Attorney Tucson AZ
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Author Archives: Robert Fleming

Elder Law

What “Elder Law” Means to Us at Fleming & Curti, PLC

Newsletter, Tucson Elder LawBy Robert FlemingMarch 12, 2017

VOLUME 24 NUMBER 11 At Fleming & Curti, PLC, we practice elder law. But what does that term mean? Our practice is focused on typical legal problems faced by older individuals. We also regularly work in the field of special needs planning for individuals with disabilities. Because the people coming to see us are often…

Do you have a child with a disability

Do You Have a Child with a Disability? Let’s Talk

NewsletterBy Robert FlemingMarch 6, 2017

MARCH 6, 2017 VOLUME 24 NUMBER 10 If you are parent to a child with a disability, you need to make sure your own estate plan deals with that status. Will your child be able to handle an inheritance? Will an inheritance disrupt his or her Social Security, medical care or other benefits? Most importantly,…

Trust lawyer's fees reduced by over $110,000

Trust Lawyer’s Fees Reduced by Over $110,000

NewsletterBy Robert FlemingFebruary 27, 2017

FEBRUARY 27, 2017 VOLUME 24 NUMBER 9 General rule: a trust lawyer’s fees can be charged to the trust, at least where the trustee has not misbehaved. Significant exception: courts can reduce fees for a variety of reasons, and “misbehaved” may have different meanings. The story Patricia Campbell was trustee of a special needs trust…

Unwritten promise to make a will is not enough

Unwritten Promise to Write a Will is Not Enough

NewsletterBy Robert FlemingFebruary 19, 2017

FEBRUARY 20, 2017 VOLUME 24 NUMBER 8 Here’s a basic rule, applicable in every U.S. state: wills need to be in writing. But what about a promise to write a will, or to leave a particular item to a particular person? Unsurprisingly, those promises usually have to be in writing, too. Jim’s Story Take Jim…

Fleming and Curti’s New YouTube Channel

NewsletterBy Robert FlemingFebruary 12, 2017

FEBRUARY 13, 2017 VOLUME 24 NUMBER 7 Here at Fleming & Curti, PLC, we try to help people understand their legal concerns and how to solve problems. We really want to give useful information, and we believe that our work is easier when our clients are informed. We are now ready to provide more information…

Want-to-Make-Sure-Your-Advance-Directives-Work-Talk-to-Your-Family

Want to Make Sure Your Advance Directives Work? Talk to Your Family

NewsletterBy Robert FlemingFebruary 5, 20172 Comments

FEBRUARY 6, 2017 VOLUME 24 NUMBER 6 This week Fleming & Curti held another one of our periodic seminars for clients and the public. This one was different — rather than us lecturing on issues of elder law, we invited a guest speaker. Harriet Warshaw, Executive Director of The Conversation Project, led a lively discussion…

Estate Tax Portability -- What If the Executor Refuses to File

Estate Tax Portability — What If the Executor Refuses to File?

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 29, 2017

JANUARY 30, 2017 VOLUME 24 NUMBER 5 We knew it would happen, and now it has. A surviving spouse has sued to force the administrator of the deceased spouse’s estate to file a federal estate tax return to perfect the “portability” election. Before we can tell you how it turned out, we’ll need to explain…

Estate Planning is a Process, Not a Binder of Forms

Estate Planning is a Process, Not a Binder of Forms

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 22, 20171 Comment

JANUARY 23, 2017 VOLUME 24 NUMBER 4 There really is no question that it is important for almost every adult to have a will, and to consider signing both financial and health care powers of attorney. That is what we mean by “estate planning,” and it is important to go through the process of preparing…

Privacy concerns loom large in probate court

Privacy Concerns Loom Large in Probate Court

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 15, 2017

JANUARY 16, 2017 VOLUME 24 NUMBER 3 Things change. This is our twenty-fourth year of publishing Elder Law Issues, and one thing we frankly didn’t think much about a quarter-century ago was privacy. Today it’s a big concern, and central to a lot of our thinking. When Fleming & Curti, PLC, first formed in 1994,…

Why we do what we do

Why We Do What We Do

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 8, 20171 Comment

JANUARY 9, 2017 VOLUME 24 NUMBER 2 At Fleming & Curti, PLC, we represent seniors, people with disabilities and the family members who work with and support them. We also frequently act as trustee, agent, conservator or guardian for that population. It’s hard to capsulize exactly what we do, but if you ask any of…

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