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Who Gets to Make Burial or Cremation Decisions?

Burial or cremation

It’s becoming a more common dispute: who gets to make the decision between burial or cremation? Can you direct your own preference in advance? What happens if there is no clear decision — who gets to decide for you? In Arizona, almost two-thirds of all funeral/burial arrangements involve cremation. That’s a higher rate than the […]

1745 E. River Rd, Suite 101, Tucson, AZ 85718

1745 E. River Rd.

That’s our new address: 1745 E. River Rd, Suite 101, Tucson, AZ 85718. We move in this month. We’re very excited. We’ve explained the upcoming move before. While we have been in the same location for over a quarter century, it’s time to move on. We need more space, and we want to be closer […]

January Roundup: What’s Up With the SECURE Act?

January roundup

It’s the last Monday of the month, and that means it’s time for the January roundup of elder law news items. First of all, the SECURE Act was passed in late December, so the first few weeks of the year brought lots of discussion about it. We’ve rounded up some of the most interesting articles, […]

The Challenge of Anticipating the Future

Anticipating the future

Anticipating the future: that’s what estate planning lawyers try to do. We want to get our clients’ wishes down on paper. That means we have to help them imagine all sorts of possible developments. Will tax rules change before your death? Likely, yes. But in what ways? And when will you die, anyway? How about […]

Irrevocable Trusts: Never Totally Irrevocable

Never totally irrevocable

People may believe estate planning should be a once-and-done affair. But things tend to change over time, and estate plans may need to change, too. Even plans that say they are irrevocable are never totally irrevocable. Change is the norm these days. The just-passed SECURE Act brought a slew of changes and new strategies to […]

The 2020 Budget Act and Special Needs Trusts

Budget Act and Special Needs Trusts

Late in December Congress adopted its 2020 budget. The law goes by the poetic name the “Further Consolidated Appropriations Act, 2020“. We’ve already told you about the SECURE Act, part of the budget law. But there’s more in this complicated law. For our practices, it’s particularly important to know about the relationship between the budget […]

The December Round-up: 10 Lessons From 2019

At the end of each month, we like to take stock of elder law news and share new or interesting developments. For the December round-up, we’ve decided to do something a little different: round up the lessons we’ve learned over the past year, inspired by our own practice, cases we’ve read about, and even rumors […]

The SECURE Act Passed, But What Does it Mean?

The SECURE Act

Congress passed the SECURE Act last week, as part of a larger spending bill. It will become effective on January 1, 2020. You might not have read very much about it, or know how it affects you. Maybe we can help. SECURE stands for “Setting Every Community Up for Retirement Enhancement.” That might have been […]

Leaving Granada

Leaving Granada Ave.

“We are leaving Granada on Tuesday, and I cannot fight the feeling of flowing like a river” sings Ryan Gabrinetti in the little-known tune “Leaving Granada.” You may not be familiar with his group, Reflective Detectives. But we were drawn to the song as we contemplate, well, leaving Granada. Fleming & Curti, PLC, has operated […]

Gift Some of Your Success, But Do It Thoughtfully

Gift some of your success

Say you’ve had a really good year financially and want to share it with loved ones for the holidays. How wonderful! Many people don’t realize that gifting can affect them long after the property has been given away or that they can have some say in how that gift is used by the recipient. So […]

Robert B. Fleming

Attorney

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

Attorney

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

Attorney

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

Attorney

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.