At Fleming & Curti, PLC, we sometimes act as trustee, personal representative, agent under a power of attorney, or conservator. We charge a fee for those roles, of course. Anyone considering us should understand how we set our fiduciary fees. In this podcast episode, we talk about our fiduciary fees and how we determine an…
We are moving! Our office has, for the past quarter century, been in a lovely old craftsman-style home in downtown Tucson, Arizona. In February, 2020, we’ll relocate to the River/Campbell area, in the Joesler Village complex. We hope you’ll get a chance to see our new space. In the meantime, if you’ve ever visited our…
The last in our series of podcasts on selecting a fiduciary. Should you consider our firm, Fleming & Curti, as fiduciary? We started this cycle with a general discussion: what does “fiduciary” mean, anyway? And how do you select a successor trustee, personal representative or agent for your powers of attorney? If you don’t think…
We’ve hinted about it and announced it. We’ve celebrated his career and accomplishments. This week, though, it became final: Tom Curti retires. Tom Curti, Wisconsin transplant In 1973, Tom moved from his native Wisconsin to Tucson in order to attend the University of Arizona College of Law. He had grown up in a small town…
At Fleming & Curti, PLC, we frequently act as fiduciary. That means we handle money held in trusts, conservatorships and individual names. It also means we file tax returns — lots of them. We have just completed (mostly) the 2018 tax filings, and we have some insights into how the 2017 Tax Cut and Jobs…
Usually, this space is occupied by a report on a recent case or circumstance. We try to generalize those specific cases for our Arizona clients. Or perhaps we tackle a larger issue that comes up regularly. Today, though, we’d like to tell you about new and upcoming changes at Fleming & Curti, PLC. We’re not…
FEBRUARY 13, 2017 VOLUME 24 NUMBER 7 Here at Fleming & Curti, PLC, we try to help people understand their legal concerns and how to solve problems. We really want to give useful information, and we believe that our work is easier when our clients are informed. We are now ready to provide more information…
DECEMBER 31, 2012 VOLUME 19 NUMBER 47 The distribution date for this week’s Elder Law Issues newsletter is New Year’s Eve. Although we have been publishing this (more-or-less) weekly newsletter for 19 years, that has only happened twice before — in 2007 and 2001. In both of those instances we passed up a chance to…