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The Elder Law Answer Book: A New Resource For Practitioners

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If you have questions about elder law subjects, you may be interested in a new offering from Panel Publishers. The just-released Elder Law Answer Book provides answers to many common elder law questions.

The new book is written by Robert Fleming, partner in the Tucson law firm of Fleming & Curti, P.L.C., which in turn publishes Elder Law Issues. It addresses a wide range of legal concerns facing the elderly and disabled. The book’s nineteen chapters are divided into five sections:

Establishing and Managing an Elder Law Practice (including both practice and ethical considerations)
Estate and Retirement Planning (including tax and non-tax issues and a chapter on post-mortem estate planning)
Fiduciary Administration (including probate and guardianship proceedings, and the use of powers of attorney)
Paying for Medical and Long-Term Care (including care options, long-term care insurance, the Medicare and Medicaid programs and a chapter on Special Needs Trusts)
Health Care Decision Making and Protection of the Elderly (including chapters on patient autonomy and advance directives, elder abuse and age discrimination)

The book is organized in a convenient Question-and-Answer format, and is written in plain English. Though there are citations to the relevant legal authority throughout, an effort has been made to answer real questions in understandable terms.

A sampling of some of the questions addressed in the Elder Law Answer Book:

Should a living trust be the beneficiary of qualified retirement plans? (Q 4:58)
At what age should a client consider long-term care insurance? (Q 12:10)
Can a patient refuse medical treatment even though refusal will certainly lead to the patient’s death? (Q 17:9)
What should an elder law attorney consider in reviewing a Continuing Care Retirement Community contract? (Q 11:21)
What rights does a surviving spouse have in community property states? (Q 7:25)

Although the Elder Law Answer Book was written primarily for attorneys, it can be a useful resource for other professionals who deal with elder issues on a regular basis, including accountants, financial planners, social workers, nurses and facility administrators. It can help explain complex legal concepts for clients, or introduce elder law issues to practitioners who primarily deal with other (but related) areas of the law. The Elder Law Answer Book sells for $118, and can be purchased directly from Panel Publishers (which is a division of Aspen Publishers). It can be ordered directly from Panel Publishers at (800) 638-8437 or online at the Panel Publishers/Aspen Publishers website.

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Robert B. Fleming


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


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


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


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.