Charitable distributions — from your Individual Retirement Account (IRA) directly to your favorite charity — can save you income taxes. Of course, you can deduct charitable donations anyway, so you might wonder how this exotic (okay — not really that
Elder Law Issues
The Elder Law Issues blog, published by Fleming & Curti, PLC, focuses on legal topics relevant to seniors, individuals with disabilities, and their families. It covers estate planning, including wills, trusts, and probate administration, as well as fiduciary services such as guardianships and conservatorships. The blog addresses practical concerns like power of attorney, special needs planning, and care management. It also discusses emerging trends in elder law, such as alternative body disposition methods and legal disputes involving estates. The content aims to guide readers through complex decisions related to aging, incapacity, and end-of-life planning.
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March Wrap-Up: Wendy Williams Guardianship Update
By Jordan Young
It’s the last Sunday of March. This month Wendy Williams’s guardianship, Alzheimer’s disease treatments and estate planning for snowbirds were all in the news.
Guardianships and Conservatorships
Talk show and radio host Wendy Williams was diagnosed with frontal temporal dementia…
Estate Documents Require Thoughtful Storage
Say you’ve been administering an estate. Maybe you have been appointed personal representative in a probate proceeding. Or perhaps you’re the trustee wrapping up a trust after the death of the settlor. What do you have to do with estate…
An UTMA Account Doesn’t Belong to the Parents
We read an Arizona Court of Appeals decision last month that made us think we need to explain about an UTMA account. Again.
First, the court decision. In In re Custodial Account for the Benefit of E.L., on February…
Oops! I threw away my estate plan!
By Jordan Young
It’s springtime and for many of us that means it’s time for spring cleaning! But what happens when your spring cleaning goes a little too far and you accidentally throw away your original estate planning documents? It’s always best practice…
DIY Wills — Just DDI (Don’t Do It)
We have written about the pitfalls of DIY (Do-It-Yourself) estate planning before. Several times. Nothing has changed in the law or practice to make our earlier advice less important — or easier to overlook. It’s just that we…
Arizona. It’s Where We Practice, and What We Know.
We practice law in Arizona. We also live in Arizona. In fact, we have been doing both for almost a collective century.
Also, we love The Grand Canyon State — but that’s part of our image problem. The iconic notion…
January Wrap Up: CTA filings and Social Security
By Jordan Young
Happy New Year! Can you believe the first month of 2025 is already almost over? This month the Corporate Transparency Act, Social Security and the San Diego Padres were hot topics in elder law news.
Corporate Transparency Act Update
We…
Does My Trust Need a Trust Protector?
You’re about to create a trust, and your lawyer asks you about a “trust protector.” Do you need one in your trust? It sounds like a good idea, right? Who wouldn’t want their trust “protected”?
Where does “trust protector” idea…
Should I leave a beneficiary’s inheritance in trust?
By Jordan Young
Often times clients will come in and ask “Do I need a trust?” The answer is, it depends. A less common, but often equally important question is “Should I leave my beneficiary’s inheritance in trust?”
What do I mean by…