March Wrap-Up: Wendy Williams Guardianship Update

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It’s the last Sunday of March. This month Wendy Williams’s guardianship, Alzheimer’s disease treatments and estate planning for snowbirds were all in the news.

Guardianships and Conservatorships

Talk show and radio host Wendy Williams was diagnosed with frontal temporal dementia and appointed a financial guardian in 2022. Following the release of a documentary TV series exploring the guardianship called “Where is Wendy Williams?” Ms. Williams has been publicly making statements that she does not need a guardian and that she is not incapacitated. She has also said that she is prioritizing exiting her financial guardianship, leaving many wondering, how does one exit a guardianship or conservatorship?

In Arizona, in order to be appointed a guardian or conservator, you must first be determined to be incapacitated. It is possible to regain capacity and no longer need a guardian or conservator. If that is the case, the guardianship or conservatorship can be terminated. To terminate a guardianship or conservatorship, a petition will need to be filed with the court seeking termination, notice will need to be given to interested parties and the court will want to know why a guardian or conservator is no longer needed. In other words, the court will want to know what changed since the court found the ward to be incapacitated? For example, Ms. Williams has alleged that her alcohol consumption may have played a role in her inability to care for herself. Now, she is alcohol free.

Alzheimer’s and Dementia News

There has been some good news and bad news in research around Alzheimer’s and dementia this month. The bad news- Eli Lilly’s new drug (that they were hoping would be the EU’s first approved Alzheimer’s treatment) has been rejected by the EU medicine’s regulator. The drug was rejected because the drug’s risk of serious brain swelling outweighed the treatment’s ability to slow cognitive decline.

The good news- new studies from Brazil show that the probiotic kefir may help fight Alzheimer’s disease. Other studies found a correlation between microglia in the brain and people with Alzheimer’s, which could lead to a new target for treatments. And AI is making sifting through data in Alzheimer’s drug testing easier for scientists. Finally, an experimental treatment appears to delay Alzheimer’s disease symptoms in those who are genetically destined to get the disease.

In other news- an NPR podcast discussed the dignity that comes with having a job following a Alzheimer’s diagnosis.

Estate Planning

As we approach the summer months, Tucson will start to clear out as the snow-birds retreat to cooler weather. This article explains where snowbirds should do their estate planning. Long story short- it pretty much comes down to where you are domiciled. To find out where you are domiciled, it’s not a bad idea to chat with an estate planning attorney.

The New York State Bar Association put out a great article about estate planning considerations for artists.

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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: [email protected].

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.