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What Do You Do After Signing Your Trust? Come to Our Class

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JUNE 8, 2009  VOLUME 16, NUMBER 43

Want to learn about why you need a trust? No problem: there is a class for that, and they’ll even buy you lunch if you’ll just listen to their pitch. Want to learn whether you need a trust? It’s a little harder to locate good advice, but still there are resources available.

But what if you already have signed a trust, and just want to understand what you are supposed to do? That information can be especially difficult to locate. That’s why we offer our popular “Trust School.”

We will be offering our next two-hour program (formally titled “Now You Have a Trust”) in Tucson on Saturday, July 18. We will offer a continental breakfast, and we promise to answer your questions about the trust you have already signed. As always, our clients and their family members and invited guests may attend at no charge; others are welcome on a space-available basis and for a nominal $25 enrollment fee.

Who should come to Trust School? Anyone who has signed a trust but wants to understand it better, plus the individuals named as successor trustees. Accountants, brokers, insurance agents and other professionals are also welcome and will have a chance to get their questions about trusts answered.

If you are comfortable that you understand your trust document and the rules under which your trust operates, you might not need to attend. There are recent changes in the law, however, that might make your understanding of the trust somewhat dated. Among the changes:

  • Arizona has now adopted a version of the Uniform Trust Code. That will have little or no significant effect on many trusts, but some (particularly those that are irrevocable or become irrevocable after the death of one spouse) may be profoundly affected by the new law. We will explain the most important changes in the law and address your questions about what the changes mean for you.
  • The level at which estate taxes are imposed has climbed yet again — this time to $3.5 million. For most people that means that they never need to worry about incurring an estate tax, although the future remains a little cloudy and a few states (not including Arizona) have adopted state estate taxes that are triggered at lower levels.
  • There are recent changes that affect IRAs and other retirement savings accounts. Minimum withdrawal amounts and charitable gifts have both been altered for the 2009 calendar year.

If you are interested in attending our Trust School, you should contact Yvette at our office. You can reach her at our general office number: (520) 622-0400. If July is a bad time for you, we have scheduled a second session for September 29, 2009; details will be available closer to that date.

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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.