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Blended Family’s Estate Plan Challenges

Blended family

Americans are romantically optimistic. People keep getting married, even though almost 50% of marriages end in divorce. Estate planning for second, third, fourth marriages can be delicate, especially if there are children from prior relationships. The “blended family” estate plan has a number of special challenges. Among scenarios to consider: Stepchildren: Just Like My Own […]

Emailed ‘Will’ at Center of Heche Estate Dispute

Emailed Will

Can an emailed will be a will? That’s the question at the center of a dispute between actress Anne Heche’s son and her former significant other. Heche died in August at age 53. Shortly after, her 20-year-old son, Homer Laffoon, petitioned a California court to be named executor to administer her estate and for the […]

September Review: The Queen and Other Jewels

September review

It’s almost the end of the month, which means it’s time for our monthly review of elder law news and developments. Normally, we survey a broad elder law landscape, but this September review is not normal: Queen Elizabeth has died. That leaves many wondering who inherits her $500 million fortune. So we spend much of […]

Planning for Protection-From Yourself

Most people think estate planning is all about what happens when a person dies. It is, but it’s also important for the living. One special case: When you realize you need protection from yourself. Maybe you have a mental illness and can’t always be attuned to financial matters. Maybe you have a family history of […]

August Review: Newman, Monroe, Prince, Puzio

August

September is almost here, which means it’s time to look back at the past month’s developments in elder law. For the August review: August Review: Celeb Estates There’s more celebrity estates news than we’ve can ever recall seeing in a single month. We already wrote about Anne Heche’s tragic death, and here are more celeb […]

Anne Heche Was an Organ Donor; Are You?

Organ donor

Actress Anne Heche died last week at 53 after a fiery crash. Her tragic end was a lifeline to others. She was an organ donor. Heche was declared brain dead on August 12. She was “peacefully taken off life support” on August 14, after a suitable transplant recipient was found. Her family revealed that it […]

Naomi Judd Probably Didn’t Disinherit Ashley & Wynonna

Celebrity estates

Yet another celeb estate is making headlines. This past week, news outlets shared painful news: Naomi Judd left her famous daughters Ashley and Wynonna out of her will. The problem is, nothing in the reporting suggests that’s the case. Famous singer Naomi, who died by suicide in April, apparently did have an estate plan that […]

July Review: Taxes, Dementia, and Beer

July revew

Yes, that’s August right around the corner. So here’s our July review of developments in elder law: July Review of Planning & Taxes The IRS is now allowing surviving spouses five years to elect “portability” instead of just two. Survivors can claim their deceased spouse’s unused estate tax exemption without fancy planning up to five […]

ODB Estate: Not an Ordinary Administration

ODB estate

Celebrity estates, they’re just like ours. Or often not. And definitely not in the case of the ODB estate. Nearly 20 years after the death of rapper ODB, a/k/a Old Dirty Bastard, one of his kids is complaining that neither she nor her siblings have received a single distribution. Daughter Ashana Jones is the heir […]

June Developments: Study Says Life Is Good, Eventually

Developments

Elder law isn’t exactly the hot legal topic of the moment, but we’ll still share some of the month’s developments anyway. The June review: Aging in America National Geographic and AARP paired up to do a major study of America’s attitudes toward aging. They covered six areas: health, money, happiness, relationships, life stages, and end […]

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.