Include co-trustees

Should Your Living Trust Include Co-Trustees?

Perhaps you have created a revocable living trust. Likely, you have named yourself as trustee, with a carefully-selected successor trustee. But should you consider having your living trust include co-trustees? Maybe you already have co-trustees — you and your spouse, perhaps. Then the question is slightly different: should you “promote” your successor trustee to serve…

How do will contests work

How do Will Contests Work?

How frequent do you think will contests are? If you’re like most people, you almost certainly overestimate the frequency of probate, and only a small portion of those cases involve contested proceedings. It’s difficult to succeed with a will contest. We talk about some of the issues. There are reasons will contests are so rare…

Supplemental benefits trust

What is a Supplemental Benefits Trust?

We’ve written — and talked — about different types of special needs trusts over the past week. One term that we frequently hear is about “supplemental benefits” trusts. Are they same thing as special needs trusts? Are they even recognized in Arizona? In this week’s podcast, we try to demystify the supplemental benefits trust. Join…

Different types of special needs trusts

Different Types of Special Needs Trusts

There are different types of special needs trusts. That should not be surprising — but the effect sometimes is. Besides that, the differences can generate plenty of confusion. Host Robert Fleming and guest Elizabeth Noble Rollings Friman, partners in the Tucson elder law firm of Fleming & Curti, PLC, discuss the differences and some of…