Elder Law Issues

Fleming & Curti PLC

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

  1. 1d ago

    Arizona Community Foundation

    This is the third in a series regarding community foundations. An introduction can be found here. Since 1978, the Arizona Community Foundation (ACF) has worked alongside generous individuals, families, and organizations to address some of the biggest challenges facing our state. Our Tucson office serves six counties in Southeast Arizona, bringing the strength of a statewide foundation together with deep local relationships.  With more than $1.6 billion in assets under management, ACF is the state’s largest independent provider of scholarships. Our statewide network of philanthropists and community partners connects local giving with broader opportunities for collaboration. We help donors develop customized, tax-smart charitable giving strategies that align with their goals and mobilize enduring philanthropy and strengthen Arizona’s nonprofit sector.  Contact information for the Community Foundation for Southern Arizona can be found here: Colleen Iuliucci, Regional Director ciuliucci@azfoundation.org Supporting Arizona communities through charitable giving 2201 E. Camelback Rd., Suite 405B; Phoenix, Arizona 85016

  2. 1d ago

    Jewish Community Foundation

    This is the second in a series regarding community foundations. An introduction can be found here. At its heart, Jewish Philanthropies of Southern Arizona’s Jewish Community Foundation (JCF) helps people live their values through philanthropy.  Rooted in the Jewish tradition of tzedakah (giving as an act of justice), JCF partners with individuals and families to create personalized giving strategies that reflect their passions, support the causes they care about, and build legacies for future generations. Through Donor Advised Funds, Endowment Funds, legacy gifts, and other charitable giving strategies, JCF helps donors make a difference today and plan for tomorrow. By understanding what matters most to each fundholder and keeping a pulse on community needs, it connects their philanthropic visions with charitable opportunities, turning personal values into meaningful impact. Across the Jewish and broader communities, JCF partners with nonprofits to build charitable assets, strengthen endowments, and sustain their missions. Through education, collaboration, and strategic guidance, JCF helps organizations grow and thrive. JCF works closely with professional advisors, helping attorneys, accountants, financial advisors, and their clients incorporate charitable planning into conversations about legacy, purpose, and community impact. By bringing together donors, nonprofits, and professional advisors, JCF serves as a trusted convener for philanthropy. Together, these connections help turn values into action, strengthen our community, and create lasting impact for generations to come. Contact information for the Community Foundation for Southern Arizona can be found here: Brenda Landau, Director of Legacy Development blandau@jparizona.org Foundation | Jewish Philanthropies of Southern Arizona 3718 E. River Rd | Tucson, AZ | 85718

  3. 1d ago

    Community Foundation for Southern Arizona

    This is the first in a series regarding community foundations. An introduction can be found here. The Community Foundation for Southern Arizona (CFSA) inspires generosity and strengthens communities through individualized philanthropy, strategic grantmaking, nonprofit support, and community leadership. Since 1980, CFSA has partnered with donors, nonprofits, businesses, and community leaders to invest in the people and ideas that help Southern Arizona thrive. Together, we are building a vibrant and equitable region where generosity takes root, and everyone can bloom. Contact information for the Community Foundation for Southern Arizona can be found here: Laura Maher Forszt, Vice President for Philanthropy lmaher@cfsaz.org cfsaz.org 5049 E Broadway Blvd, Suite 201, Tucson, Arizona 85711

  4. Oct 25

    Tangible Personal Property Administration

    Tangible Personal Property Administration What is tangible personal property? The basic answer is anything you can touch, but this often causes confusion. Certain items do and do not count, which can lead to frustration among family members of a deceased individual. In this podcast, we do our best to definite tangible personal property and discuss some of our experiences with it in estates. What we often find is that the least valuable pieces tend to be the ones most fought over. As a result, we will also go over ways one might lessen some of the fighting from an Arizona attorney perspective. Join us in our discussion of tangible personal property administration.

  5. Oct 18

    An Introduction to Community Foundations

    In this introduction to a three-part series of Elder Law Issues podcast episodes, Fleming & Curti, PLC attorney Elizabeth Friman tackles the Community Foundation industry (and principal players) in Tucson.

  6. Oct 11

    A Conversation on Prenuptials

    A Conversation on Prenuptials Fleming & Curti, PLC has worked with many clients who have either done prenuptial agreements or are interested in doing them. This can affect estate planning and other conversations in a meeting. For example, if a non-married couple is contemplating marriage and a prenuptial agreement, they will likely have to get separate representation for each side of their agreement. As a result of this, many firms that represent spouses or partners jointly will refuse to create one. We also discuss another concern that spouses or partners have. How does their prenuptial enforce how much they can leave their significant other in their estate plans? We briefly touch upon these topics in today’s podcast. We hope this will inspire you to have a conversation on prenuptials with your spouse or partner.

  7. Sep 27

    Trustee Discretion

    How much discretion should you give a trustee? Some clients have felt tempted to restrict a trustee in an attempt to protect their beneficiaries’ inheritance. Today we will explain our position that this is generally not advisable. There may be circumstances that arise where your beneficiary may need funds and the trustee should have the ability to support them. Conversely, forcing a trustee into a fixed monthly distribution may harm a beneficiary’s ability to get financial aid or government benefits. Why have their inheritance pay for things that the university or government should? That is why today’s podcast discusses some of our experiences with the positives of giving your trustee discretion.

  8. Sep 13

    Pets in Estate Plans

    Pets in Estate Plans We are pet lovers here at Fleming & Curti, PLC. Many of us have dogs, cats and even snakes. With that in mind, we believe it is very important to create a plan for your animals in the event you are unable to or pass away. In this podcast, we touch on powers of attorney, bequests in a will and pet trusts. We go over our experiences and recommendations for each of these from an Arizona attorney perspective. We also might share a few anecdotes about our own pets as well as examples of various wishes we have seen in the past.

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About

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

Information

  • Creator
    Fleming & Curti PLC
  • Years Active
    2023 - 2026
  • Episodes
    300
  • Rating
    Clean
  • Copyright
    © Fleming & Curti PLC. All rights reserved.
  • Show Website
    Elder Law Issues

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