private fiduciaries

July roundup

July Roundup: Hospice, Alzheimer’s and More

At Fleming & Curti, PLC, we are keenly interested in more than the legal aspects of estate planning and also care about broader developments surrounding people who are aging and/or coping with disability. Maybe that’s because we’re naturally curious. But more likely it’s because the firm and most of the attorneys are licensed fiduciaries, and …

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Special Needs Trustee Fees Set By Corporate Fee Schedule

Special needs trusts can help provide extra benefits for someone receiving Supplemental Security Income (SSI), Medicaid or (in Arizona) AHCCCS or ALTCS services. Anyone planning to leave money for an individual on public benefits should consider a special needs trust. Keep in mind, though, that there will be trustee fees for any professional serving as …

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Pima County Public Fiduciary Peter Santini

Public Fiduciary Offices in Arizona

SEPTEMBER 20, 2016 VOLUME 23 NUMBER 35 When an individual living in Arizona becomes incapacitated, or needs financial protection because of diminishing capacity, a family member, friend or private professional fiduciary might be appointed to act as guardian (of the person) or conservator (of the estate). But what if there is no one available to …

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Trustee's duties

Trustee Has Duty to Monitor His Lawyer’s Behavior

AUGUST 29, 2016 VOLUME 23 NUMBER 32 Are you a trustee, or named as successor trustee for a family member or friend? We regularly advise people in your circumstance that they should get good legal advice. Once you’ve done that, however, you are not absolved from any liability if things go wrong. A trustee is …

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Court Selection of Conservator Should Have Family Input

AUGUST 1, 2011 VOLUME 18 NUMBER 28 It is a recurring question in guardianship and conservatorship cases: when there is family conflict, or an allegation that a family member has taken advantage of an individual, who should the courts appoint to manage the person’s financial and personal affairs? Family should have priority, of course — …

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Arizona Legislature Adopts Probate Changes

APRIL 25, 2011 VOLUME 18 NUMBER 15 Last week the Arizona Legislature adjourned for the year. Just before closing down the session legislators adopted a number of new measures dealing with probate court, trusts and especially guardianship and conservatorship matters. Most of the bills passed by the legislature are still awaiting the Governor’s signature, but …

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Some More of Our Readers’ Questions Answered

MARCH 7, 2011 VOLUME 18 NUMBER 8 Two weeks ago we answered some of our readers’ frequent questions, and we solicited more. We heard from several of you with good questions of general interest. Among those (with identifying information and some details stripped out): My wife and I do not have any obvious family member …

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Selection Of Proper Trustee Is Key To Administration Of Trust

FEBRUARY 2, 2004 VOLUME 11, NUMBER 31 Although it is important to plan your estate, it is sometimes not enough just to prepare important documents and make reasonable decisions. It is also critical to select a reliable person to administer that estate. While family members may be the best choice, things may not always work …

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Daughter Has Priority As Guardian Despite Conflicts

FEBRUARY 21, 2000 VOLUME 7, NUMBER 34 Esther L.K., an elderly Wisconsin woman (Wisconsin courts help preserve anonymity by using initials rather than last names), needed a guardian. Her family members assumed they would be appointed, but the court instead appointed a private fiduciary organization, Legal Guardianship Services, Inc. Esther’s daughter Patricia A.M. (with support …

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