From time to time we relate stories about do-it-yourself estate planning gone awry. It's not that we get pleasure from explaining common mistakes. And we're not just trying to terrify people about self-help. We're trying to make it clear that the problems

Trustee disclosure is required by Arizona law. But how much disclosure?Arizona's Trust Code sets some minimum requirements. The trustee of an irrevocable trust must let the "qualified" beneficiaries know that there is a trust, and how to reach the trust

What are spendthrift trusts? It's pretty simple, really. A spendthrift trust has language directing the trustee not to honor attempts by the beneficiary's creditors to reach the trust assets. It also prohibits the beneficiary from encumbering the trust's

Maybe you are involved in a trust administration proceeding. You might have created a revocable trust and wonder what you need to do to maintain it during your life. Perhaps you and your spouse created a trust, and you wonder what needs to be done now tha

SSI and SSD(I). It's so hard to keep them straight. Especially since SSDI is often referred to (including by us) as SSD.Supplemental Security Income (SSI) is a disability-based income program that requires recipients to meet financial eligibility tests.

This week, a little inside baseball: we talk about Clio, our law office case management program.Fleming & Curti, PLC, had a decades-long relationship with Time Matters, starting with the DOS version in about 1992. It was once the leading case management

When you establish a special needs trust pay particular attention to the most important part: choosing a trustee. The choice of trustee really determines how well the trust will work.There are several different types of special needs trust. Some are est

At Fleming & Curti, PLC, we often act as fiduciary. We might be a trustee, or a guardian or conservator, or an agent. In all of those roles, we try to make regular home visits.Why do we feel strongly about home visits? Because that's the best way to get

Clients often come to us because they believe they need a guardianship. Perhaps their spouse has ended up in assisted living or a nursing home. Maybe their developmentally disabled child just turned 17 and they have been told they should get the process u

When a former client becomes incapacitated, we might hear from family members asking that we share documents and offer legal advice. We might take a little time to figure out what we can share and what additional information we might need to get. If our o