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Guardian Ad Litem Appointed For Incapacitated Litigant

MAY 13, 2002 VOLUME 9, NUMBER 46 Ralph Blakely, Jr., signed himself in to a mental health treatment facility for the first time in 1972. Despite treatment he received from time to time over the next quarter century, he continued to suffer from delusions, hallucinations and impaired memory. Mr. Blakely married in 1973. He and […]

Contract For Legal Services On Behalf of Minor May Be Voidable

MAY 6, 2002 VOLUME 9, NUMBER 45 Jonathan Adams was born out of wedlock in 1980. His paternity was established by a court order in 1995 in Florida after his parents, Mildred Adams and Cecil Hylton, Jr. engaged in highly charged litigation over Jonathan’s paternity. This litigation took place several years after the 1989 death […]

Long-Time Companion Is Not Entitled To Share of Estate

APRIL 29, 2002 VOLUME 9, NUMBER 44 Sam Vires and Shirley Schulze were romantically involved for three decades and even lived together for most of the last fifteen years of their relationship. When Mr. Vires died in 1997, however, his will left nothing to Ms. Schulze. Mr. Vires’ will was written in 1984, eight years […]

Constitution Does Not Protect Against Poor Estate Planning

APRIL 22, 2002 VOLUME 9, NUMBER 43 Most Americans understand that there will be no federal estate tax (and, in most cases, no state estate tax) due on their deaths so long as they own less than a threshold amount—$1,000,000 in 2002. Many married couples realize that they can take fairly simple steps to ensure […]

Children “Legally Recognized” in New York Fail to Inherit in Georgia

APRIL 15, 2002 VOLUME 9, NUMBER 42 Paternity may be established a number of ways — through marriage, genetic testing, adoption. Paternity issues may color a will’s administration decades after a probate is filed. Georgian Waldo DeLoache died in 1959. According to his will, the residue of Waldo DeLaoche’s estate was left in trust for […]

Vulnerable Seniors Increasingly Targeted For Living Trust Sales

APRIL 8, 2002 VOLUME 9, NUMBER 41 Commentaries on the dramatic increase in sales of living trust instruments have appeared half a dozen times over the last decade in Elder Law Issues. As we have previously observed, the living trust is one among several fine estate planning tools (see, for example, the generally positive reviews accorded […]

Victim Sues Rapist’s Previous Employer Over Reference Form

APRIL 1, 2002 VOLUME 9, NUMBER 40 When Charles Richardson applied for work at Parke County Nursing Home in Rockville, Indiana, he gave the facility permission to contact his former employers for references. Mr. Richardson was working at the time for Lee Alan Bryan Health Care Facilities, and that facility’s administrator filled out the reference […]

Defendant In Medicaid Fraud Case Responds To Elder Law Issues

MARCH 25, 2002 VOLUME 9, NUMBER 39 On January 12, 2002, Elder Law Issues reported on the Medicaid fraud conviction of Massachusetts doctor Lorin Mimless (“States Vigorously Prosecute Medicaid and Medicare Fraud”). After his conviction Dr. Mimless filed an unsuccessful appeal with the Massachusetts Court of Appeals. Dr. Mimless read our report, and wrote to […]

Transsexual’s Marriage Ruled Invalid By State Supreme Court

MARCH 18, 2002 VOLUME 9, NUMBER 38 When Marshall Gardiner died in Kansas in 1999, he was survived by his wife of less than a year and his grown son. Mr. Gardiner left no will, but he did leave a legal controversy—whether his wife could inherit from his estate, since she had been born as […]

Antenuptial Agreement May Not Avoid Claim Against Estate

MARCH 11, 2002 VOLUME 9, NUMBER 37 Before David and Debra Pysell got married they signed an antenuptial agreement. When David Pysell died several years later without having written a will, Debra Pysell claimed a share of his estate. The executor of his estate objected, citing the antenuptial agreement, and the question ultimately had to […]

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.