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

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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

  • Probate Avoidance

    Beneficiary Designations May be Key to Probate Avoidance

    Probate avoidance is often a key goal for our estate planning clients. Sometimes that is best addressed by establishing a living trust. In other cases it might be just as efficient to focus on beneficiary designations. In fact, even when a living trust is involved, beneficiary designations help meet the purposes of the trust. At…

  • IRA Beneficiary Designation Affected by Divorce

    In our last newsletter, we discussed the importance of following up your estate planning. Beneficiary designations are an important part of that process, we emphasized. Your IRA beneficiary designation can be particularly challenging to get right. You may have already noticed, too, that things change. A recent federal appellate decision (involving an Arizona state law)…

  • Beneficiary designation

    A Key Part of Your Estate Plan: The Beneficiary Designation

    After you have signed your estate planning documents, you still have more work to do. Where will you keep original documents? Who will get copies? But here’s a topic that too often gets overlooked: the beneficiary designation. What is at issue Perhaps your will or trust directs that a particular bank account is to be…

  • Power of attorney helps avoid guardianship

    Guardianship Not Required With Power of Attorney in Place

    We’ve written before about why you might want to avoid guardianship proceedings. They are expensive. More lawyers, judges and court-appointed officials are involved than most people would like to have in their lives. If you planned in advance, you probably would not choose a cumbersome, invasive and public legal proceeding. How can you avoid guardianship?…

  • Disgorge

    Lawyer Entitled to Hearing Before Being Ordered to Disgorge Fees

    When a court decides that a lawyer should return fees improperly collected, the usual term comes with powerful imagery. The lawyer is usually ordered to “disgorge” those fees. Courts are very protective about the fees charged in probate, guardianship and trust administration matters. Lawyers often find themselves having to justify their fees. An order to…