With the estate tax exemption expected to drop significantly in 2026, many clients are interested in estate planning to minimize those taxes. One of the tools an estate planning attorney might suggest to help avoid and minimize those taxes
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.
Website:
https://elder-law.com/
Latest from Fleming & Curti, PLC - Page 11
Thirty Years and Counting
Thirty years!
Our newsletter (and the rest of our website, for that matter) is focused on providing information. We reason that if we give our readers information they’ll see that the legal questions we deal with are complicated, and that…
Alphabet Soup: SSI, SSD, SSDI, DAC, SGA and More
Do you have a child with a disability? You may have tangled with the alphabet soup of public benefits programs. We’d like to introduce you to some of the acronymic programs and help you distinguish among them.
Supplemental Security Income…
Civil Commitment, Guardianship and Vulnerable Adults
Clients (and family members) are often confused by the difference between civil commitment, guardianship and other similar-but-different legal proceedings. A recent Arizona appellate decision made us think about those differences. Let’s see if we can clarify.
First, the case
Actually,…
When Our Clients Become Incapacitated
What happens when our clients become incapacitated? We worry a lot about the right message for family members — and our clients themselves. We’ve adopted some basic rules and approaches.
What’s the problem?
When we prepare estate planning documents for…
Estate Planning Considerations
By Jordan Young
Often estate planning clients come in with specific goals for their estate plan. They may want to disinherit someone, or leave their estate to charity. They may want a specific types of estate plan after reading about it online. Their…
Can a person under guardianship ________?
By Jordan Young
Sometimes, clients come to us seeking guardianship for an incapacitated adult in their life. They may have an elderly parent with dementia. Or, they may have a disabled child who is now becoming an adult. Either way, clients often have…
The Basics of QTIP Trusts
By Jordan Young
Estate taxes are assessed on the value of your assets including your retirement benefits, real estate, and life insurance. At the time of this newsletter, the federal estate tax exemption is currently $13.61 million per person for deaths in 2024.…
A Secret Trust, the Uniform Trust Code and Arizona Law
Can an Arizona trust be a secret trust? Is that something you should want? And what does it even mean? (And, we might add, what is an “Arizona trust,” anyway?)
First: some notes on Arizona law
Three weeks ago we…
Voting Rights and Guardianship in Arizona
Voting rights are in the forefront of minds and media attention in this election year. But not much is written or discussed about the ability of someone under guardianship to exercise their right to vote. This week an Arizona appellate…