Skip to content
(520) 622-0400[email protected]
YouTube page opens in new windowFacebook page opens in new windowTwitter page opens in new window
Fleming and Curti, PLC
Elder Law Attorney Tucson AZ
Fleming and Curti, PLCFleming and Curti, PLC
 0

View CartCheckout

  • No products in the cart.

Subtotal: $0.00

View CartCheckout

  • ABOUT US
  • FAQs
  • PRACTICE AREAS
  • NEWSLETTER
  • PODCASTS
  • EVENTS
  • REVIEWS
  • Contact Us
    • Contact Us
    • ONLINE INTAKE FORM
    • OFFICE FEES
Search:
  • ABOUT US
  • FAQs
  • PRACTICE AREAS
  • NEWSLETTER
  • PODCASTS
  • EVENTS
  • REVIEWS
  • Contact Us
    • Contact Us
    • ONLINE INTAKE FORM
    • OFFICE FEES

Tag Archives: trust reformation

The Developing Law of Trust Decanting

Newsletter, Tucson Elder LawBy Robert FlemingNovember 2, 2014

NOVEMBER 3, 2014 VOLUME 21 NUMBER 40 We first wrote about trust “decanting” in this space three years ago. Since then we’ve had occasion to revisit the topic a handful of times — most recently about six weeks ago when we wrote about modifying trusts that no longer seemed to make as much sense, since…

How Increased Estate Tax Exemptions Affect Existing Trusts

Newsletter, Tucson Elder LawBy Robert FlemingSeptember 28, 20141 Comment

SEPTEMBER 29, 2014 VOLUME 21 NUMBER 35 A lot has changed in American estate planning in the last decade (as you may have already heard). Estate tax thresholds have increased to (as of 2014) $5.34 million. On top of that figure, there is a relatively new concept of “portability” of the estate tax exemption, so…

Powers of Appointment and Trust Reformation

Newsletter, Tucson Elder LawBy Robert FlemingJune 30, 20134 Comments

JULY 1, 2013 VOLUME 20 NUMBER 24 Sometimes things just don’t work out the way you intend. That is hardly a novel observation, but it can have a big effect on the work you hire a lawyer to do for you. Let’s try an example. Suppose that you want to give some money to your…

Court avoids deciding

Court Avoids Deciding Fate of Unnecessary Special Needs Trust

Newsletter, Tucson Elder LawBy Robert FlemingMay 12, 2013

MAY 13, 2013 VOLUME 20 NUMBER 19 We read an interesting appellate court case this week involving an Indiana special needs trust. The court’s resolution of the case was actually not all that interesting — it was dismissed on technical grounds. But the story was an interesting one, and involved a problem that we see…

Challenge to Three-Year-Old Trust Reformation is Dismissed

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 8, 2012

JANUARY 9, 2012 VOLUME 19 NUMBER 2 With the increased emphasis on (and use of) living trusts for estate planning, we lawyers are seeing more and more cases in which an old trust needs modification. Perhaps the tax laws have changed since a parent or grandparent died. Maybe what once made sense is less defensible…

©2020 Fleming & Curti, PLC
  • Tucson Elder Law Attorney
  • ABOUT US
  • Contact Us
  • EVENTS
  • NEWS
Footer Menu
Go to Top