Elder Law Issues
Latest Episodes
Planning With Childless Clients
There is a lot of social and familial pressure for most people to leave the bulk of their estate to their children. Sometimes, though, we deal with planning with childless clients. How are they different? -
Trust and Probate Record Keeping
Last week we discussed record keeping for conservatorship matters. The rules are similar, but somewhat different, for trust and probate record keeping. - Generally, accounting requirements for trusts and probate proceedings are somewhat easier to hand...
Conservatorship Record Keeping
Conservatorship record keeping must be precise and detailed. Conservators are responsible to the court that appointed them. Courts -- at least in Arizona -- pay close attention to conservators' accounts. -
Coronavirus Update for Fleming & Curti, PLC
Arizona has recently become one of America's hotspots for COVID-19. We are all worried about what will happen next. At Fleming & Curti, PLC, we don't have any crystal ball. But in this coronavirus update, we tell you what we're experiencing in our offi...
Lawrence Davidow Explains the SECURE Act
To our delight, a national expert visited us in Tucson recently. Our New York friend Lawrence Davidow explains the SECURE Act in a an Elder Law Issues podcast discussion. - We have talked about the SECURE Act before (back in February,
New York Medicaid Planning vs. Arizona
New York Medicaid rules don't ordinarily concern us at Fleming & Curti, PLC. After all, we are a Tucson elder law attorney firm. We don't practice in New York at all. - But when we have an opportunity to discuss state-to-state differences with one of ...
New York Elder Law Compared to Arizona
Leading New York elder law attorney Lawrence Davidow was recently in Tucson visiting a friend. We talked him into joining us for a discussion about elder law. Our question: how does the practice of elder law in his home state differ from our Arizona ex...
Inventories in Probate and Trust Administration
Must administrators prepare formal inventories in probate and trust administration? Does every case require employment of a professional appraiser? Is an inventory public, so that anyone can know what was left to whom? How about beneficiaries,
What is Probate?
Everyone knows that it's important to avoid probate, right? But what is probate, anyway? - Is probate expensive, time consuming and invasive? Well, it certainly can be -- but most often it's not very complicated and easy to handle. And also,
Avoiding Probate in Arizona
Avoiding probate: most of our estate planning clients are already sure that's important. But how can you avoid probate? And is it important? What (if any) problems might develop? - In this week's regular podcast episode,