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Long Term Care Costs May Be Deductible For Income Taxes

AUGUST 3, 1998 VOLUME 6, NUMBER 5 Few nursing home residents have large incomes. Most, of course, are living on retirement and Social Security, and a few may have at least some investment income. Income tax liability will seem like an irrelevant issue for most long-term care residents. Still, income tax issues can be important […]

Friends Help Draft Will, But Do Not Benefit From Bequest

JULY 27, 1998 VOLUME 6, NUMBER 4 Diana Marks was a professor at Whitworth College in Washington state, and a devout Christian. Ms. Marks, who had never married and had no children, was particularly close to Eldon and Judith Blanford, who (with her help) organized and operated “Personal Freedom in Christ Ministries,” a religious organization. […]

Court Permits GM To Charge Retirees For Some Health

JULY 20, 1998 VOLUME 6, NUMBER 3 When General Motors Corporation first began offering health insurance to its retired employees in 1961, it required them to pay a portion of their medical care. By 1968, however, GM was not only paying all the costs of medical insurance for retirees, but was also covering their spouses, […]

Arkansas Woman Removed From Role In Mother’s Estate

JULY 13, 1998 VOLUME 6, NUMBER 2 Anna Elizabeth Guess lived to the age of 83 on her farm in Cabot, Arkansas. She raised seven children, and had been generous to them on many occasions. In 1989, for example, she gave her son Wayne title to ten acres of her farmland in return for a […]

Promise Not To Change Will Is Enforceable–Trust Also Fails

JULY 6, 1998 VOLUME 6, NUMBER 1 Arch and Emily Tucker were a married couple living in Colorado in 1962. That year, they both signed new wills, though Emily’s will could not be found decades later when problems arose. Arch’s will, though, included language reflecting an agreement between the two of them not change their […]

Phoenix-Area Adult Care Home Closed By State Health Agency

JUNE 29, 1998 VOLUME 5, NUMBER 52 Adult care homes are usually seen as friendlier, more home-like and more pleasant than nursing homes. Many seniors are well cared for in adult care homes, particularly in the early stages of dementia or chronic illness. Such homes may also be less expensive for residents, with typical costs […]

Annuities Can Be Tool For Obtaining Medicaid Coverage

JUNE 22, 1998 VOLUME 5, NUMBER 51 A patient in an Arizona nursing home is likely to incur expenses of $3500 to $4000 (or more) per month. For patients who have already paid nursing home expenses for months or years, and who have exhausted their savings, ALTCS, the state’s Medicaid program, usually ends up subsidizing […]

New Medicare Handbook Due Soon, But May Be Confusing

JUNE 15, 1998 VOLUME 5, NUMBER 50 Thirty-eight million individuals now receive their medical care through the federal Medicare program. The Health Care Financing Administration (HCFA), which manages the Medicare program, is busily preparing a new, $40 million version of its annual handbook for Medicare recipients, which will shortly be available to participants, providers and […]

Divorce Settlement Upheld; Woman’s Estate Keeps $300K

JUNE 8, 1998 VOLUME 5, NUMBER 49 Martha Travers and her husband Richard Travers decided to get divorced after twenty years of marriage. The Phoenix couple was relatively well-off, and (through their lawyers) they agreed that Martha Travers should receive a monthly income designed to represent her interest in the common property plus any right […]

Appointment of Conservator May Not Prevent Exploitation

JUNE 1, 1998 VOLUME 5, NUMBER 48 Financial exploitation of the elderly has been a growing problem across the country in the past several decades. In many cases, the only way to protect vulnerable adults from continuing thefts and abuses has been to seek court intervention, usually in the form of conservatorship (or, as it […]

Robert B. Fleming

Attorney

Robert Fleming is a Fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a Specialist in Estate and Trust Law by the State Bar of Arizona‘s Board of Legal Specialization, and he is also a Certified Elder Law Attorney by the National Elder Law Foundation. Robert has a long history of involvement in local, state and national organizations. He is most proud of his instrumental involvement in the Special Needs Alliance, the premier national organization for lawyers dealing with special needs trusts and planning.

Robert has two adult children, two young grandchildren and a wife of over fifty years. He is devoted to all of them. He is also very fond of Rosalind Franklin (his office companion corgi), and his homebound cat Muninn. He just likes people, their pets and their stories.

Elizabeth N.R. Friman

Attorney

Elizabeth Noble Rollings Friman is a principal and licensed fiduciary at Fleming & Curti, PLC. Elizabeth enjoys estate planning and helping families navigate trust and probate administrations. She is passionate about the fiduciary work that she performs as a trustee, personal representative, guardian, and conservator. Elizabeth works with CPAs, financial professionals, case managers, and medical providers to tailor solutions to complex family challenges. Elizabeth is often called upon to serve as a neutral party so that families can avoid protracted legal conflict. Elizabeth relies on the expertise of her team at Fleming & Curti, and as the Firm approaches its third decade, she is proud of the culture of care and consideration that the Firm embodies. Finding workable solutions to sensitive and complex family challenges is something that Elizabeth and the Fleming & Curti team do well.

Amy F. Matheson

Attorney

Amy Farrell Matheson has worked as an attorney at Fleming & Curti since 2006. A member of the Southern Arizona Estate Planning Council, she is primarily responsible for estate planning and probate matters.

Amy graduated from Wellesley College with a double major in political science and English. She is an honors graduate of Suffolk University Law School and has been admitted to practice in Arizona, Massachusetts, New York, and the District of Columbia.

Prior to joining Fleming & Curti, Amy worked for American Public Television in Boston, and with the international trade group at White & Case, LLP, in Washington, D.C.

Amy’s husband, Tom, is an astronomer at NOIRLab and the Head of Time Domain Services, whose main project is ANTARES. Sadly, this does not involve actual time travel. Amy’s twin daughters are high school students; Finn, her Irish Red and White Setter, remains a puppy at heart.

Famous people's wills

Matthew M. Mansour

Attorney

Matthew is a law clerk who recently earned his law degree from the University of Arizona James E. Rogers College of Law. His undergraduate degree is in psychology from the University of California, Santa Barbara. Matthew has had a passion for advocacy in the Tucson community since his time as a law student representative in the Workers’ Rights Clinic. He also has worked in both the Pima County Attorney’s Office and the Pima County Public Defender’s Office. He enjoys playing basketball, caring for his cat, and listening to audiobooks narrated by the authors.