Fleming & Curti, PLC

At Fleming & Curti, P.L.C., our practice is limited to Elder Law. We concentrate on Guardianship and Conservatorship, Long-Term Care (Medicaid) Planning, Estate Planning and Probate. We are located in Tucson, Arizona.

The firm began in 1984, when Tom Curti and Robert Fleming became partners. The two had, however, been partners before — from their common law school graduation (in 1976) until 1979. They had also shared office space for two years before formalizing the “new” partnership.

Fleming & Curti, PLC Blogs

Latest from Fleming & Curti, PLC

We have written and talked before about pets and the elderly client in our office. But most of that discussion has focused on how to make plans for your pets after your inevitable demise. What about taking care of pets — and having them help take care of you — as you age? As we explain in this podcast episode, there are all sorts of concerns about pets and the elderly. They range from physical…
At the end of each month, we take a moment to survey interesting developments in elder law. Here’s a  September round up of randomness: Estate Planning Tidbits There are apparently eight important components to a thorough estate plan. Funeral insurance isn’t one of them, but maybe it should be. If you get married a second (or third) time, be sure to avoid these four pitfalls in your estate plan. And, further, be sure to…
It’s not uncommon for family members to make a gift to a married couple. Usually, when a generous family member contemplates the couple, they assume that the marriage will continue. It also allows for a doubling of the annual gift tax exclusion amount (the well-known $15,000 figure). But sometimes the gift was really intended to benefit one spouse rather than both. What are the rules about such gifts? Arizona is a community property state Let’s…
It will come as no surprise that there is an election in November, 2020. Depending on the outcome, there might be significant changes in estate, gift and generation-skipping taxes as soon as next year. Are there things that you need to consider in your planning for 2021? Yes, there are some. Mostly, though, the planning concerns are for very wealthy individuals and couples. People worth less than a few million dollars (perhaps $5 million for…
Covid-19 brought “remote” to lots of our lives — work, school, doctor visits, happy hour. One activity that remains in-person only: witnessing Wills. At least in most of the United States. Across the pond, though, remote witnessing may be catching on. At the end of September, England and Wales will allow Wills to be witnessed by “videoconferencing or other visual transmission,” albeit temporarily. The amendment to the Wills Act of 1837 (the origin of most…
Time for your next podcast class: Trust Funding 201. You signed your living trust (and related documents). Good. You’re halfway done. The rest of the job: transferring assets to the trust. In last week’s podcast we focused on some of the basic funding issues, in what we called Trust Funding 101. This week we offer Trust Funding 201: a look at some of the more advanced funding issues. The hardest topic of all: what…
It can be challenging to figure out how to title assets after you have created a revocable living trust. We’re calling this initial review Trust Funding 101. We discuss some of the common titling issues. In a later episode (Trust Funding 201) we will cover some of the more complicated trust funding issues. That’s when we’ll review retirement account beneficiary designations, for instance. Meanwhile, join us for this review of the basics. That includes real
It is often difficult to figure out how to complete your retirement account beneficiary designation. Do you have a living trust? Should you name your trust as beneficiary? Are you married? Do you intend to leave money to charities — and should that money come from your retirement account(s)? All of these questions make it difficult to come up with a clear answer applicable even in many (much less most) cases. Naming your spouse One…
The “community property” rules sometimes confuse or alarm lawyers from states that apply the “common-law” property rules. Arizona community property is not really that complicated, but it can be foreign to estate planning practitioners from other states. In this podcast episode, we try to simplify some of the Arizona community property rules. They seem second nature to us — and we think they reflect how most non-lawyer married couples treat their property rights anyway.…
At the end of every month, we like to share interesting developments in elder law. For the August round up, links consider the future of the estate tax, nursing homes, and Britney Spears. The August Round Up of Tax Speculation Now that we have our official presidential candidates, there’s no shortage of discussion about the future of taxes, and the estate tax is among them. It’ll come as no surprise that democrats and republicans…