Trust Protectors Give Your Team Extra Support

Trust protectors

A relatively new player is gaining popularity in estate planning: trust protectors. Naming one can add an additional layer of assurance that a trust’s primary objectives will be carried out long term. A trust normally has three categories of players: The trustors, or creators The trustees, who hold the property for the benefit of the […]

Roth IRAs and Your Estate Planning

Roth IRAs and your estate planning

Most people have at least a general understanding of Roth IRAs, but may not really understand how they might affect estate planning. Let’s see if we can clear up some of the questions and the most common confusion we see. First, what are Roth IRAs? William “Bill” Roth was a Republican U.S. Senator from Delaware […]

March Review: Estate Taxes, Britney, and a Good Read

March review

At the end of the month, we like to survey the elder law landscape and share news and notable developments, and sometimes something that’s just interesting to read. For the March review, we have taxes and Britney and a good read. March Review of Estate Tax News The liberal Democrats have put a tax plan […]

Should You Establish a Special Trust for Your Child?

Special trust for your child

Let’s talk about a special trust for your child. Not necessarily a “special needs” trust, but a trust for a beneficiary who can not manage their own finances. What’s in a name? Search for information about special needs trusts, and you’ll find plenty of entries. But you’ll also find plenty of confusion. What’s the difference […]

Estate Planning Solicitation Lies to You

Estate planning solicitation

Last week we received an estate planning solicitation in the regular (snail) mail at home. It made us very angry. It’s not just that it attempted to solicit our clients for non-lawyer estate planning. The solicitation contained numerous outright lies and wild misrepresentations. In case you received one, too, we’re here to debunk the false […]

‘I Care a Lot’: Nothing Like Guardianships in Real Life

I Care a Lot

Actress Rosamund Pike is having a lot of fun promoting her movie I Care a Lot. But her career bright spot has a dark side. In her speech after winning a Golden Globe for her performance, she half-joked: “Maybe I just have to thank America’s broken legal system for making it possible to make stories […]

February Review: King, Spears, McCain, Netflix

February review

Toward the end of each month, we like to share elder law law developments we’ve noticed over the previous couple of weeks. The February review is star-studded, which doesn’t happen very often. We also have some celeb-free tidbits for tax and estate planning and just plain getting old: The February Review of Celeb Estates Larry […]

King’s Estate: Drama Is Just Beginning

Larry Kings Will

Last week, my partners Robert Fleming and Elizabeth Friman, in their weekly podcast, talked about the late great broadcaster Larry King and his hand-written will. At the time, most people thought the simple document, which gave King’s estate to his five children (and not his wife), was his entire estate plan. That was surprising, given […]

Ex-Husband Must Return Late Wife’s Retirement Savings

Retirement savings

Dividing retirement savings in an Arizona divorce proceeding can result in confusion and inequity. Sometimes the problems don’t appear for years — or even decades. A recent Arizona appellate decision illustrates the importance of paying attention to retirement savings plan details. Sandra Brown’s (brief) marriage In 1992, Sandra S. Brown married John M. Brown. That […]

Covid Vaccine: When Deciding for Others, What’s Best?

Across the country, millions of Americans are getting the Covid vaccine. For many, deciding whether to get one is no big deal. (“It’s best for everyone, right?”) For those who are unable to weigh the risks and benefits, someone else has to step in and give consent. That might be a guardian or a health […]

Robert B. Fleming


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


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


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


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.