Tucson Elder Law Attorney

We are committed to helping seniors, individuals with disabilities, and their families and supporters make informed choices guiding them through some of life’s most important decisions. That may mean estate planning, special needs planning, guardianship, conservatorship, long-term care planning or probate. As Tucson Elder Law Attorney (s). That’s what we know.

Private Fiduciary Services

In select cases (and usually when there is no other good alternative) we act as trustee, personal representative or agent. We handle financial and life decisions, prepare tax returns and keep interested parties in the loop.

Our Attorneys

Robert B. Fleming
Thomas A. Curti
Amy Farrell Matheson
Elizabeth Noble Rollings Friman

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  • Curti regularly conducts useful CLE programs for lawyers in area related to trust administration and estate planning and is highly regarded.

    Client on Lawyers.com
  • Fleming is an outstanding lawyer in the fields of trusts and estates, estate planning and elder law, and most lawyers in this community refer matters to him or call upon his expertise on a regular basis.

    Client on Lawyers.com
  • Wonderful people who helped us through a very trying time.

    Client on Lawyers.com

Tucson Elder Law Attorney Newsletter

  • UTMA Accounts

    UTMA Accounts: An Easy Way to Make Gifts to Minors

    The holidays are upon us, as is end-of-the-year tax planning. You’re thinking about making a gift to your granddaughter, who is 14. Wouldn’t it be nice if there was a simple way to make a gift to a minor? We have good news for you: let us explain UTMA accounts. You say UGMA, we say…

  • Trustee fees

    Special Needs Trustee Fees Set By Corporate Fee Schedule

    Special needs trusts can help provide extra benefits for someone receiving Supplemental Security Income (SSI), Medicaid or (in Arizona) AHCCCS or ALTCS services. Anyone planning to leave money for an individual on public benefits should consider a special needs trust. Keep in mind, though, that there will be trustee fees for any professional serving as…

  • Digital will

    Would Arizona Courts Recognize Your “Digital Will”?

    There’s a good chance you have used an electronic signature lately. Beyond credit card slips and package receipts, even real estate contracts are digital these days. Can you sign your estate planning documents electronically? Would a “digital will” be valid in Arizona right now? What is a digital will? Before deciding whether a digital will…

  • Irrevocable trust

    Irrevocable Trust Might Still be Terminated by Beneficiary

    Might an irrevocable trust become revocable? That was the question faced by a South Dakota probate judge and, more recently, the state’s Supreme Court. It turns out that the trust’s beneficiary may be able to insist on termination of an irrevocable trust. A South Dakota story Mary Novotny, a widow living near the Nebraska border,…

  • Court-appointed attorney

    Court-Appointed Attorney Must Advocate for Client

    Guardianship and conservatorship proceedings can be personally devastating to the proposed ward. The process can result in loss of dignity, autonomy and freedom. The subject of the proceedings should have legal advice; if they don’t already have a lawyer, a court-appointed attorney should be available. That issue loomed large in a recent Iowa Court of…