June Wrap-Up: Gray Divorce and Deathbed Visions

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Divorce decree

This month we’re talking about gray divorce, death bed visions and the death of American musician Oliver Tree.

Gray Divorce

The New York Times posted an article about “gray divorce”; that is divorce that happens later in life. Gray divorce is becoming more and more popular. The article mostly discusses the emotional reasons for divorce. The article focuses on the fact that elders are no longer staying in marriages for the sake of normalcy when the spark is gone.

We also see clients contemplating gray divorce in our practice, but, often for a different reason. Most people who come to us to discuss divorce later in life are hoping that it will help an ill spouse qualify financially for means-tested benefits like ALTCS. Before we go any further, remember that our practice is in Arizona and I am only referring to the law in Arizona. If you are located elsewhere, you should consult with an attorney from your state.

From our perspective, gray divorce is rarely the right answer for ALTCS qualification. There are a few very specific scenarios where it could work out, like if the well spouse has the majority of the wealth and there is a pre-nup. But, there are other drawbacks to gray divorce.

The Drawbacks

For one, divorce can be expensive and emotionally intense, especially if it’s being done for financial reasons and not because you actually want to get divorced. Divorce also comes with estate planning consequences. A divorced spouse named as a fiduciary in estate planning documents is treated as having predeceased the testator or principal. That means the well spouse might not be able to make decisions for the ill spouse after they get divorced. The well spouse is also treated as having predeceased for purposes of inheriting from a will or trust. The point is, from an elder law perspective, gray divorce is complicated, and you ought to see an elder law attorney (and probably a family law attorney) if you are considering it.

Oliver Tree’s Death (And Grant For Baby Geniuses)

Oliver Tree, an eccentric musician, died on June 14th at the age of 32 in a helicopter crash in Brazil. Only a few months prior to the tragic crash, Oliver appeared on the Zach Sang Show (dressed as Shrek) and explained that on his death, his family would not receive any of his wealth. Instead, he wanted all of his money to go back to the artists. His team wasted no time executing his vision and launched “Dr. Oliver Tree’s Extremely Epic Art Grant for Baby Geniuses Foundation” on June 26th. The foundation aims to inspire artists to create. There will be a celebration of his life and memorial service at the UCSC Quarry Amphitheater in Santa Cruz, California on July 25th. It will also be streamed live.

Deathbed Visions

The Washington Post posted an article about deathbed visions. The article recounts the stories of several people witnessing family members and patients having deathbed visions. The visions are often of loved ones, happy places and important life events. The article suggests that the visions provide comfort to the people who experience them, rather than being scary. They can also offer comfort to the family members surrounding their loved one. The article suggests that these moments can provide opportunities for healing, reconciliation, and storytelling during the final chapter of life.

The article also includes perspectives of hospice nurses and other medical professionals. These professionals recommend that family and friends should not dismiss the visions. They should not argue with a person who is experiencing the vision and instead should approach them with curiosity.

Other news

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Robert B. Fleming

After more than 50 years of practice, Robert Fleming will retire on January 1, 2027. Our hearts are full of appreciation for Robert. A founding member of Fleming & Curti, PLC, he leaves behind a legacy built on mentorship, advocacy and education. A champion of autonomy and self-reliance, Robert advocated for thousands of vulnerable children and adults throughout his career. A visionary in the Special Needs Planning and Elder Law communities, his innovative ideas created new opportunities for individuals with special needs. The Fleming & Curti team look forward to celebrating Robert and promoting the legacy he leaves behind in the decades ahead.

If you would like to meet with Robert or learn more about Fleming & Curti, PLC, please contact us at 520-622-0400 or by email: FlemingAndCurti@gmail.com.

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.