Think Twice Before Messing With Mom
A recent Arizona Court of Appeals decision has an important lesson: Think twice before messing with Mom. She might fight back, and she might win. In Re Lindquist centers on Arizona’s vulnerable adult exploitation statute (A.R.S. § 46-456). But the more general message is one we’ve noted before: If you are a child trying to “help” […]
Trust Protector’s Amendment Challenged By Beneficiaries
A recent Arizona appellate case raised a novel question. Can a trust protector’s amendment be challenged by the trust’s beneficiaries? Austin Bates and his family To understand the appellate decision — and the effect it might have on others — it helps to know the family involved. From the reported decision and a quick check […]
Ex-Husband Must Return Late Wife’s Retirement Savings
Dividing retirement savings in an Arizona divorce proceeding can result in confusion and inequity. Sometimes the problems don’t appear for years — or even decades. A recent Arizona appellate decision illustrates the importance of paying attention to retirement savings plan details. Sandra Brown’s (brief) marriage In 1992, Sandra S. Brown married John M. Brown. That […]
June Roundup: Estates, Lawsuits, and More
If you are a regular reader, you know that at the end of the month, we like to survey the elder law landscape and share interesting happenings. For the June roundup, we focus on estates involved in litigation, touch on potential estate tax changes, and revisit ethical wills. Clients, especially those with trusts, wonder why […]
Arizona Court Asserts Jurisdiction Over Texas Trust
Suppose you live in Texas, and you establish a revocable living trust. Your trust document is clear. The trust is a Texas trust, and is “to be governed, construed, and administered” according to Texas laws. Does that mean any challenge by trust beneficiaries must be filed in Texas courts? The Roger McCarty Trust Roger McCarty […]
Guardianship Judge May Deviate from Divorce Court Custody Order
In a divorce proceeding, the court determines who should have custody (and decision-making authority) over any minor children. When a child subject to such an order reaches majority, the court order usually expires. But when the now-adult child has a disability, either or both parents may seek appointment as guardian. Does the divorce court custody […]
Judicial Immunity Does Not Protect GAL or Attorney
Judicial immunity protects judges and court personnel from being sued by unhappy litigants. Does that protection extend to people appointed by the judge under court rules? Sometimes, but not in every instance. Steve Gibson’s murder In 2013,Steve Gibson was brutally murdered in his Peoria, Arizona, home. Police soon determined that Gibson’s wife, son, and daughter […]
IRA Beneficiary Designation Controls Distribution at Death
We’ve written about this issue before. Generally, your IRA beneficiary designation will control who receives your account. Your will (or trust) provisions will not override the beneficiary designation. Arizona’s community property rules won’t have much effect — in fact, they will normally have no effect. It’s all about your IRA beneficiary designation. Of course, people […]
Retirement Account Divided in Divorce
Arizona, of course, is a community property state. How does that affect the retirement account accumulated by one spouse during their marriage? Community property and the retirement account One spouse may have an interest in the other spouse’s retirement account, especially when it was accumulated during the marriage. State law, however, often takes a back […]
Trust Administration Potpourri
Here at Fleming & Curti, PLC, we comb recent case reports and news items looking for a good story to illustrate important legal principles. We are always on the lookout for stories about, for instance, trust administration issues. Sometimes our work is easy; sometimes there just don’t seem to be great recent stories. Perhaps it’s […]
