Smart Women Don’t Retire – They Break Free: From Working Full-Time to Living Full-Time; The Transition Network and Gail Rentsch (June 2008). A review by Heather D. Barron, Esq. I reviewed Smart Women Don’t Retire – They Break Free: From Working Full-Time to Living Full-Time. I specifically wanted to know how retirement differs for women…
FEBRUARY 6, 2012 VOLUME 19 NUMBER 5 Here’s an anecdote that we expect to see repeating itself over the next few years. It involves a fifteen-year-old boy with severe disabilities, and the Maine state Medicaid program. It also involves Maine’s efforts, like those of other states (including Arizona), to trim its eligibility roles for Medicaid,…
JANUARY 30, 2012 VOLUME 19 NUMBER 4 We are frequently surprised by how much trouble people cause for their families and heirs by not taking simple steps to properly plan for their estates. One thread that often recurs involves a fear (or perhaps disapproval) of lawyers, leading to failure to get good legal advice about…
JANUARY 16, 2012 VOLUME 19 NUMBER 3 Let’s say you have a child with “special needs,” or a sister, brother, mother or other family member. You have not created a special needs trust as part of your own estate plan. Why not? We know why not. We have heard pretty much all the explanations and…
JANUARY 9, 2012 VOLUME 19 NUMBER 2 With the increased emphasis on (and use of) living trusts for estate planning, we lawyers are seeing more and more cases in which an old trust needs modification. Perhaps the tax laws have changed since a parent or grandparent died. Maybe what once made sense is less defensible…
JANUARY 2, 2012 VOLUME 19 NUMBER 1 Two weeks ago we detailed some of the statutory changes facing guardians, conservators and other fiduciaries in Arizona beginning with the new year. At the same time the legislature was working on those changes, the Arizona Supreme Court was considering changes to the rules and procedures governing probate…
DECEMBER 27, 2011 VOLUME 18 NUMBER 44 Carl Smith is a developmentally disabled young man living in Ohio. When he reached age 18, his mother Peggy Smith applied to the local probate court for appointment as his guardian. She was appointed, and Carl continued to live with her for the next several years. In 2005…
DECEMBER 19, 2011 VOLUME 18 NUMBER 43 It is not exactly a secret that the Arizona probate court system has been widely criticized over the past two years or so. The Phoenix-area newspapers have been filled with stories about alleged abuses of the probate process. Many of those stories have focused on practices in the…
DECEMBER 12, 2011 VOLUME 18 NUMBER 42 Last month we saw an interesting variation on fee requests for guardianship and conservatorship proceedings. A Washington State Supreme Court case dealt with the payment from wards’ estates to a professional fiduciary organization in unusual circumstances. James R. Hardman and his mother Alice Hardman are certified professional guardians…
DECEMBER 5, 2011 VOLUME 18 NUMBER 41 Most of the guardianship issues we deal with at Fleming & Curti, PLC, involve adults who have limited capacity or special needs. Sometimes, though, the subjects of a guardianship proceeding are minors; that can bring unique issues to the process. There are a few legal principles that govern…