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February wrap-up: conservatorship news and ERISA suits

Retirement benefits and community property

Valentine’s day has come and gone and it’s time for the end-of-the-month wrap up! This month we have stories about environmentally friendly estate plans, ERISA law suits and even a new February holiday (and this one isn’t limited to couples). Estate Planning Forbes wrote an article this month on uncomfortable issues you might find yourself […]

Do You Need a Guardianship and/or Conservatorship?

You may think that you have to get a guardianship and/or conservatorship when someone close to you is losing capacity. A guardianship allows the court to appoint someone to make decisions over a person when the person can no longer do so themselves. A conservatorship is the same concept except over that person’s property. Some […]

Formal vs. Informal Probate- What’s the difference?

If a loved one died recently, you may have found yourself in need of opening a probate. For many, this strikes fear into their hearts, or at the very least makes them groan in dissatisfaction. Probate is notorious for being time-intensive, expensive and just a general pain to go through. Here in Arizona, there are […]

Medicaid and ALTCS Eligibility

Long Term Care Insurance

Applying for Medicaid/ALTCS is a little easier if you have a general idea of whether the applicant meets all of the eligibility requirements. Medicaid vs. Medicare Medicaid and Medicare are both government programs that help relieve the cost of medical care. Medicare is a federal program that provides benefits for individuals 65 and older, and […]

January wrap-up: aging stories and new Alzheimer’s disease indicators

Guardian may charge fees

Month one- DONE! We’re in our final days of January 2024. The elder law hot topics this month include aging, a 93 year old rowing champion, decluttering, and new Alzheimer’s disease indicators. Stories on Aging Here at Fleming & Curti, PLC we talked about Swedish Death Cleaning. Margareta Magnusson popularized the idea in a book where […]

Self- Settled and Third-Party Special Needs Trusts

Special needs trust

Do you have a disabled loved one? You may be torn about whether to leave them assets in your estate plan. You may think it’s best to leave them money outright. But, you know if you do that, they may no longer be eligible for their needs-based government benefits. Someone may have suggested that you […]

Should you be a trustee?

certificate of trust

So, you’ve been named the successor trustee of a loved one’s trust. This is an honor. The person who chose you probably really trusted you and thought that you are responsible enough to handle their trust assets. But, just because you’ve been named as successor trustee, doesn’t mean you have to accept. Before you accept […]

Durable Financial Power of Attorney and IRS Form 2848

A broad durable financial power of attorney typically intends to give your agent the ability to act on your behalf in just about any setting other than medical decision making. However, the IRS, and some financial institutions, will only accept their own power of attorney form for you to appoint an agent. Springing or Surviving? […]

December wrap-up: gift giving and new year estate planning

Say goodbye to 2023 and hello to 2024. It’s New Year’s Eve! Estate Panning for the New Year Tomorrow starts the New Year. Is one of your resolutions to get a new estate plan? It should be, or,  at least Forbes thinks so. They also offer some considerations for your new documents including the federal estate […]

Reasons to Make Gifts During Your Lifetime

It’s the end of the year and many of us are thinking about making gifts to people we care about. Many of us are also thinking about creating or changing our estate plans. It might be in your best interest to make sizeable gifts during your lifetime to the intended beneficiaries of your estate. Federal […]

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.