The 56th Arizona Legislature is in Session. Uh-oh!
Here at Fleming & Curti, PLC, we’ve tried to keep track of what the 2023 Arizona legislature is up to. We monitor bills that affect our clients and the folks we advocate for, and in past years we’ve occasionally even travelled to Phoenix to testify. This year has been mostly pretty quiet — for us. […]
Supported Decision-Making in Arizona
As we sit in a national lawyers’ meeting discussing “supported decision-making,” it seems like a good time to write about the concept for Arizona proceedings. Is there supported decision-making in Arizona? Not precisely, or at least not yet. What is supported decision-making? Long advocated as a less-intrusive process than guardianship, supported decision-making law have been […]
Can’t Find Original Will? That Might Not Be a Problem
Sometimes our clients misplace their original wills. They often worry whether that will cause a problem. Our usual answer: probably not — but it’s easy to fix. Let’s just redo your will, even if we don’t make any changes. Sometimes, though, the problem comes up after a death. Everyone “knows” where the original will is. […]
Retirement Benefits and Community Property
Arizona is one of the nine U.S. states operating under the principles of “community property.” The basic premise of community property: assets acquired during the period of the marriage are presumed to belong to the marital community (and thus to the spouses equally). There are lots of qualifications and exceptions, but one issue crops up […]
What Luke Perry Taught Us About Advance Directives
Although death sometimes arrives with plenty of warning, often there is none. Estate planning, of course, tries to provide a roadmap for both scenarios. The truth is, having an estate plan doesn’t always mean things go smoothly, and when things go smoothly, it’s not always because there was an estate plan. Take Luke Perry. After […]
“No-Contest” Clause in Trust Works Both Ways
After two of the beneficiaries of Ralph Credille’s trust challenged the actions of their brother, the trustee, he argued that they had violated the trust’s no-contest provision. Then he moved to modify the trust. Oops. That made him the no-contest violator.
Nursing Homes are Improving – Or Are They?
Do you have a family member in an American nursing home? Or, perhaps, are you looking at the prospect of moving someone to a facility soon? You might reasonably worry about the quality of nursing home care in the U.S. There’s good news (and ambiguous news) about the quality of nursing home care this week. […]
Arizona Adopts Electronic Will Law Effective Next Year
Perhaps you are waiting to sign your will. You might be thinking that you should be able to sign an electronic will. Maybe you want to hold off until then. Well, you will only have another year to wait. What is an electronic will? So what is the big deal, anyway? Can’t you sign your […]
Partition: Dividing Joint Property Through the Courts
Sometimes joint owners can’t agree on how to manage — or divide — their jointly-owned asset. The difficulty might arise with real estate, or a business, or even financial accounts. When they can’t agree on what to do, the result might be what the legal system calls a “partition” proceeding. Joint ownership Two — or […]
Why You Aren’t Really Limited to $14,000 in Gifts Each Year
APRIL 27, 2015 VOLUME 22 NUMBER 16 There is so much misinformation (and misunderstanding) around gift taxes, that we thought we would take a few moments and try to straighten out the confusion. Let’s start at the end: if you live in Arizona, and are not fabulously wealthy, you probably don’t actually care very much […]
