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Wisconsin Man Must Live With His Medicare Part B Choice

MARCH 16, 1998 VOLUME 5, NUMBER 37 When a Social Security recipient (or someone eligible to receive Social Security) turns 65, he is automatically enrolled in Medicare’s Part A insurance coverage. That insurance covers hospital care (among other things). At the same time, the new Medicare recipient may also sign up for Medicare Part B, […]

Florida Man’s Will Presumed Invalid: He Had A Guardian

MARCH 9, 1998 VOLUME 5, NUMBER 36 John Haynsworth was a Florida multimillionaire. He had made his fortune in Miami Beach real estate investments. He had no children, so after his wife died in 1988, his closest family were nieces and nephews. Mr. Haynsworth did have a long-time relationship with his attorney, Ted Blum. After […]

Marital Separation Does Not Invalidate Utah Woman’s Trust

MARCH 2, 1998 VOLUME 5, NUMBER 35 Jess and Sharon Groesbeck were married in 1959, and raised five children in Utah. Like many couples who have been persuaded of the value of living trusts in the past few decades, they chose to use the popular estate planning device to avoid probate and simplify their estate […]

Adult Care Home Operator In Las Vegas Charged With Abuse

FEBRUARY 23, 1998 VOLUME 5, NUMBER 34 A Las Vegas, Nevada, adult care home operator was arrested last week on elder abuse charges. Christopher Michael Childers was charged with elder abuse, elder neglect and criminal neglect of a patient with substantial bodily harm. The arrest was made by officers attached to the Las Vegas Police […]

More On Value, Limitations Of Durable Powers of Attorney

FEBRUARY 16, 1998 VOLUME 5, NUMBER 33 Three decades ago, all powers of attorney automatically expired when the principal became incompetent. Since the creation of “durable” powers of attorney, they have become ubiquitous. Before the advent of durable powers of attorney, the only way to gain control of the affairs of an incompetent person was […]

Powers of Attorney Are Both Powerful And Dangerous Tools

FEBRARY 9, 1998 VOLUME 5, NUMBER 32 Durable powers of attorney are a relatively new idea in the law. Until 1974 (in Arizona), all powers of attorney automatically terminated when the person signing the power of attorney became incompetent. Two decades later, every U.S. state and territory has authorized powers of attorney which survive incompetence, […]

Surviving Spouse Revokes Trust–Children Disinherited

FEBRUARY 2, 1998 VOLUME 5, NUMBER 31 Herschel West and his wife Hazel lived in Provo, Utah. Their estate plan was straightforward–they established a living trust and transferred their home into the trust’s name. The trust provided that Mr. and Mrs. West could live in and use the home as long as either of them […]

Arizona Legislature Considers Measures Affecting Seniors

JANUARY 26, 1998 VOLUME 5, NUMBER 30 The Arizona legislature has just begun its 1998 session, and will be considering a number of measures of interest to seniors and their advisors and advocates. Not all the bills will be adopted, and some may be changed beyond recognition. The proposals still reflect the thinking and direction […]

Power of Attorney Includes Gifting Authority As “Transfer”

JANUARY 19, 1998 VOLUME 5, NUMBER 29 George Pittman was a North Carolina resident. He and his wife, Rose Lupton Pittman, lived together on property he had inherited from his family. Mr. and Mrs. Pittman each had a daughter from prior marriages. In 1988, Mr. Pittman consulted his attorney about what might happen to his […]

What To Do When Emergency Resuscitation Is Unwanted

JANUARY 12, 1998 VOLUME 5, NUMBER 28 In the past decade advance directives have become widespread and, at the same time, widely accepted. In fact, almost every state has adopted legislation specifically recognizing both medical powers of attorney and “living wills.” In 1992, the Arizona legislature adopted a progressive, far-reaching law on the subject. As […]

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.