Spendthrift trust provisions

Spendthrift Trust Provisions

When should your trust include spendthrift trust provisions? Are they only for spendthrifts, or only for “special needs” beneficiaries? In this podcast episode, Tucson elder law attorneys Robert B. Fleming and Elizabeth Noble Rollings Friman discuss limitations on trust distributions. Bottom line: spendthrift trust provisions are useful for all sorts of trust beneficiaries. They are…

COVID-19

COVID-19 and Fleming & Curti, PLC

Public and private offices all across the country are responding to the COVID-19 pandemic. Law offices are no different. But at Fleming & Curti, PLC, we are a little bit different. We have some additional considerations to cope with in deciding how to respond. Our weekly newsletters have addressed what we think clients ought to…

Dividing personal property

Dividing Personal Property in an Estate

One of the most challenging jobs for a successor trustee or personal representative of an estate: dividing personal property among the beneficiaries or heirs. If you’re in charge of administering an estate, how do you decide which of your siblings gets the silver, who gets the antique furniture, and how you’re going to handle thousands…

Our survey says....

Our Survey Says…

At the bottom of each of our newsletter and podcast entries online, we ask a survey question. The current one asks what happens if an Arizona resident dies without a will. We offer five options; we were surprised that less than 1/3 of our readers got the answer right. Our survey says … that there’s…

Guardian may charge fees

Guardian May Charge Fees, Even if Family

A guardian may charge fees for acting as guardian. That basic principle is not really surprising or disputable. But the notion persists that this important work should not cost, or at least be inexpensive. We have written about guardianship fees before. The subject comes back up because of a recent Florida Court of Appeals decision…