Shows
Elder Law IssuesFleming & Curti, PLC as a Future FiduciaryAt Fleming & Curti, PLC, we are sometimes named as a future fiduciary. That is, you might have named us as successor trustee, to take over on your death (or disability). Or perhaps you’ve named us as agents on your power of attorney.
When we are scheduled to be a future fiduciary, what role do we take in the meantime? We do want to keep in contact. We want to know if we need to step in. Or perhaps the time for our involvement is growing near, and we want to keep tabs on how you’re doin...2025-05-0408 minElder Law IssuesKathy Kreuzer Retires From Fleming & Curti, PLCKathy Kreuzer has been a primal force at Fleming & Curti, PLC, for 28 years. Last month she retired. It’s a sign of both the longevity and the flexibility of Fleming & Curti’s staff.
Kathy, our principal legal assistant for decades, was the longest-term employee in our law office. Well, not counting co-founder Robert Fleming. But even Robert only had a couple years on her. The firm started in 1994, and Kathy started working for us in 1997.
Her prior legal experience had included similar work for a long-term employer who became a judge. We were glad for his...2025-03-0209 min
Two Pint PLC096 PLC Outcomes & Early NumeracyProfessional Learning Communities, or PLCs, provide a collegial network for educators to reflect on and improve their practice. We look at an evaluation of a pre-packaged PLC program that did not improve PLCs in schools, and wonder how we can support educators at the building level instead.
Later, we look at how very early math is learned by children. They experience the snowball effect, meaning it is far more important that learners have experiences with math regardless of the specific types of math they may experience. Math is good, m’kay.2025-02-1241 minElder Law IssuesJordan Young, LawyerLongtime Fleming & Curti, PLC, law clerk Jordan Young is a lawyer. For now, a young lawyer.
She’s been working with and for us for almost two years — all through her last year of law school, studying for the bar and waiting for results. But now she’s an honest-to-goodness lawyer. And we couldn’t be happier or prouder.
If you’ve been in our office in the past couple of years, you’ve likely met Jordan. She has been deeply involved in meeting clients, drafting documents and following up on details. Now she gets to do more —...2024-11-2412 min
DFC | PLC: Paths to On-Farm ExcellenceOne Health Mini Series | Anne-Marieke Smid & Berina TraubOne Health Mini Series | Anne-Marieke Smid & Berina Traub by DFC | PLC2024-09-2332 minElder Law IssuesClio: Our New Law Office Case Management ProgramThis week, a little inside baseball: we talk about Clio, our law office case management program.
Fleming & Curti, PLC, had a decades-long relationship with Time Matters, starting with the DOS version in about 1992. It was once the leading case management program for law firms. We used it extensively, and in fact were recognized as national leaders in the use of the program. But it stopped adapting in the past decade or so, and it became obvious that it was time to move on.
A relative newcomer in the legal technology world, Clio is cloud-based, creative...2024-08-1209 minElder Law IssuesThe Importance of Home Visits by FiduciariesAt Fleming & Curti, PLC, we often act as fiduciary. We might be a trustee, or a guardian or conservator, or an agent. In all of those roles, we try to make regular home visits.
Why do we feel strongly about home visits? Because that’s the best way to get to know our beneficiaries, principals and protected individuals. Regular visits are actually required in cases of guardianship, but we think the same idea applies to other fiduciary roles, as well. And we encourage other fiduciaries to adopt the same approach.
Listen to our discussion about th...2024-07-2811 min
The PLC PodcastThe PLC Podcast - Season 9 - Finals Week! The BOTYB!2024-06-061h 16The PLC PodcastThe PLC Podcast - Season 9 - Semi Finals! The Final Four!2024-05-3037 minElder Law IssuesHappy Birthday – Let’s Talk Required Minimum DistributionsHappy birthday to Fleming & Curt, PLC, partner Robert Fleming. Now that he’s just turned 72, it’s time for him to start thinking about required minimum distributions (RMDs).
One of the occupational hazards for estate planners is that it’s hard to just have a happy birthday celebration. We have to pay attention to the side effects of reaching a certain age. In this case, the “certain age” is 73 — just one year away and requiring some planning. That’s especially true since the required beginning date (when RMDs are mandatory) is actually a whole year long (sort of).
So...2024-05-2600 minThe PLC PodcastThe PLC Podcast - Season 9 - Round 2! The Playoffs are Underway!2024-05-2352 minThe PLC PodcastThe PLC Podcast - Season 9 - Round 1! The Playoffs are Here!2024-05-151h 10The PLC PodcastThe PLC Podcast - Season 9 - Week 12! The Regular Season Finale!2024-05-091h 18The PLC PodcastThe PLC Podcast - Season 9 - Week 9! We're back!2024-04-102h 06Elder Law IssuesGiving Someone the Power to Tell You When to Stop DrivingHere at Fleming & Curti, PLC, we’re very big on having you give someone the power to tell you when to stop driving. We usually include that in our health care power of attorney form.
A recent article in the Washington Post addressed the issue. It suggested that everyone over age 65 should consider signing an advance directive for driving authority. Our response: poppycock! Everyone, of every age, should make a decision now about who they trust to tell them that when to stop driving. We have. Will you?
2024-03-1709 minThe PLC PodcastThe PLC Podcast - Season 9 - Week 6!2024-03-1616 minThe PLC PodcastThe PLC Podcast - Season 9 - Week 5!Back to your regularly scheduled programming :)
2024-03-061h 12The PLC PodcastThe PLC Podcast - Season 9 - Week 4!A little shorter episode this week, but we hope you enjoy!
2024-02-2942 minElder Law IssuesMeet Law Clerk Jordan YoungMeet Law Clerk Jordan Young. Jordan is a 3L at the University of Arizona James E. Rogers College of Law and will join Fleming & Curti, PLC, as an attorney after she passes the bar this summer. She’s already making a positive difference for clients and our office. Even early in her law school career, she was a standout — and her experience in the Trusts and Estates Law class was life changing for her and for us.
2024-02-2507 minThe PLC PodcastThe PLC Podcast - Season 9 - Week 3!
Y'all know the vibes! Back again - this time recapping everything week 2 and discussing all things week 3 :)2024-02-211h 39The PLC PodcastThe PLC Podcast - Season 9 - Week 2!Another week. Another pod.
This week we talk through week 1, transactions from this past weekend, and talk through/make our week 2 picks!
Much more of a "getting back into the swing of things" episode :)
We hope you enjoy!
2024-02-131h 58The PLC PodcastThe PLC Podcast - Season 9 - Week 1!
WE ARE BACK BABY!!!
Welcome to Season 9! Join Jay and I as we talk through everything PLC Season 9!
This week we focus on this past weekend's moves as well as everyone's teams overall AND THEN we make our week 1 picks!!!
We hope you enjoy!
AND YES... WE WILL BE HERE ALL SEASON LONG!!!
2024-02-062h 07Elder Law IssuesMeet Matt Mansour, Associate AttorneyMeet Matt Mansour, our “new” associate attorney. Well, not all that new. He’s been working here for an eventful eight months as an attorney, and several months before that as a law clerk. Here’s a chance to learn a little bit more about him, and what kinds of work he’s doing at Fleming & Curti, PLC.
2024-01-2804 minDFC | PLC: Paths to On-Farm ExcellenceOptimizing Health and Production on Robotic Dairies with Trevor DeVriesOptimizing Health and Production on Robotic Dairies with Trevor DeVries by DFC | PLC2024-01-1631 minDFC | PLC: Paths to On-Farm ExcellenceGenetic Evaluations and Heat Tolerance with Ivan CamposGenetic Evaluations and Heat Tolerance with Ivan Campos by DFC | PLC2024-01-1634 minDFC | PLC: Paths to On-Farm ExcellenceGenetic Evaluations and Timed Artificial Insemination with Lucas Alcantara and Colin LynchGenetic Evaluations and Timed Artificial Insemination with Lucas Alcantara and Colin Lynch by DFC | PLC2024-01-1636 minElder Law IssuesElizabeth Friman Inducted into ACTECFleming & Curti, PLC, partner Elizabeth Friman was inducted into the American College of Trust and Estate Counsel (ACTEC) last month. This signal honor was extended in the first month after her eligibility. That amounts to national recognition of her place as a leading figure in estate planning, trust administration and elder law in Arizona — and in the broader legal community.
2023-11-1907 minElder Law IssuesStetson’s Special Needs Program for 2023Last month Stetson University College of Law hosted its 25th annual Special Needs seminar in Florida. Fleming & Curti, PLC, partner Elizabeth Noble Rollings Friman spoke to the national audience — twice. In this week’s podcast we talk about the program, Elizabeth’s presentations, and the significance of special needs planning in our practice.
2023-11-0510 minElder Law IssuesEpisode #200Episode #200! Who knew we had four years’ worth of weekly podcasts in us?
We did. That’s who. And things are still changing at Fleming & Curti, PLC.
2023-05-2109 minElder Law IssuesJacque Mingle Inducted Into ACTEC!Fleming & Curti, PLC, partner Jacque Mingle has been named as a Fellow of the American College of Trust and Estate Counsel. She received this honor at the earliest possible date after meeting the 10-year threshold for new Fellows. Congratulations, Jacque!
2023-04-1610 minElder Law IssuesThe Special Needs Alliance – A National Organization with Arizona RootsCongratulations to Fleming & Curti, PLC, partner Elizabeth Noble Rollings Friman! She was elected to the Board of Directors of the Special Needs Alliance, the premier national organization supporting special needs planners.
Join us for this week’s Elder Law Issues podcast, where we discuss the Alliance, Elizabeth’s involvement, and the resources available to family members who are trying to figure out special needs trust administration. Also, we get some participation from Rosalind Franklin, one of the Fleming & Curti office dogs.
2022-11-1308 min
H&H Group PodcastThe Impact Multiplier CEO PodcastThis podcast is for CEOs - and those who think like CEOs...
As a CEO, you’ve demonstrated your ability to solve complex problems and achieve extraordinary results - you have skills, resources and experience.
But you know you have the potential for even greater impact and a more satisfying legacy. What will it take to multiply your positive impact - in the business, for our people, and in the world at large?
In this episode Richard Medcalf, Leadership Strategist and Founder of Xquadrant chats to Richard Rankin who shares his strategy and le...2022-10-1945 minElder Law IssuesThe Annual Stetson Program on Special Needs TrustsEvery October for over two decades (well, every October except one) Fleming & Curti, PLC lawyers have travelled to Florida for the annual Special Needs Trust program hosted by Stetson University College of Law. In fact, Robert Fleming has spoken at every one of those annual meetings — including the 2020 meeting that was held virtually.
This week we’re off to Stetson again. Two of our lawyers are speaking at the four-day-long program. We explain (and brag just a little) in this week’s podcast about the annual Stetson Special Needs Trust Program.
2022-10-1612 minElder Law IssuesHappy Birthday, Robert!This past month, Fleming & Curti, PLC, partner Robert turned 70. Elizabeth has some questions for him.
2022-05-2910 minElder Law IssuesEngagement Agreements Start Our RelationshipAfter you decide to hire Fleming & Curti, PLC, for your legal needs, the first thing you receive from us is an “engagement agreement.” It helps set the scope of our work, the things that are not covered — and, yes, the fees we will charge. That might mean a description of how our fees will be calculated, or the actual (flat) fee itself. But that document is essential to starting our relationship.
2022-05-1509 min
H&H Group PodcastThe Purposeful StrategistBelden Menkus is the founder and Managing Director of MenKus & Associates, a consulting and CEO advisory firm that helps leaders fully activate their organisation’s potential to succeed.
Belden personally helps top teams develop purposeful strategies and then turn their intentions into action and results. His approach is to be a strategic catalyst and thought partner, creating alignment, clarity and action.
He recently invited Richard Rankin, H&H Group plc CEO, to share his thoughts on his own podcast "The Purposeful Strategist" on why it’s more important to make sure you’re heading in the ri...2022-05-0531 minThe PLC PodcastWhat’s a PLC Podcast without some technical difficulties?!We are back again to discuss week 4!2022-04-2758 minElder Law IssuesAlternatives to Guardianship in ArizonaAt Fleming & Curti, PLC, we routinely counsel family members to avoid the guardianship process if there are suitable alternatives. Why? Because of the cost, time and loss of personal autonomy involved in Arizona guardianship proceedings. Though sometimes there’s just no available alternative, we try to explore all the options before incurring significant legal fees for our clients. We think it’s the right thing to do.
2022-04-1713 minThe PLC PodcastA little draft review 😀Welcome back to The PLC!! Season 7 is officially here and we are back to break down this seasons draft! Hope you enjoy!2022-03-311h 53Elder Law IssuesWhy Do I Have to Wait in the Waiting Room?Maybe you’ve made an initial appointment for your parent to come visit Fleming & Curti, PLC, lawyers. Or you’ve made your own appointment but want to bring along a trusted family member. We’re happy to have them come along, but they won’t be joining us in the conference room — at least not for an initial estate planning discussion.
But the family member might wonder: why do I have to wait in the waiting room? Our quick answer: because we want to be clear that everyone understands — the concerned relative is not our client. The person who m...2022-03-1310 min
Behind The 'Sins'Behind the 'Sins' Podcast: Bullying at the workplaceIn recent weeks, many people have come out to speak about incidents of bullying and toxicity at the workplace. Vincent Kejitan, the Entertainment Deputy Editor, Patience Tamarah the Writer/ Video Editor and Nicholas Siwatom, the Chief Talent Officer at Standard Group PLC discuss what it means to be bullied at the workplace and the policies that organizations have to curb the same.2022-02-0219 min
Back Room Sounds PodcastBack Room Sounds Show 7 (Producers Edition)We're doing it like never before. today im so excited about this compilation mix, as i have featured one of my legends in the music industry. todays mix will be focused on NINI MALUKS, choosing my best tracks out of his music discography. He is a soul, lounge Jazz producers
DONT FORGET TO LIKE, COMMENT, SHARE, AND FOLLOW
TRACKLIST
1 Nini Maluks - Ascending to the Future2 Sonja & Nini Maluks & Jody Engelbrecht - For Soul to Soar (D86 Vocal Mix)3 Nini Maluks & Jazz Meloz - Colour of Mirrors (NinicThermosiphon Remix)4 Nini Maluks & Con-Keys - Organ Donar (Centric Soul Mix)5 Nick & Nini Ma...2021-10-221h 37
Back Room Sounds PodcastBack Room Sounds Show 6Ladies and Gents its yet another Friday for Back Room Sounds Release In this mix i have featured both new and old producers and artist, i have music from Ottis Blake, Artchild, Melchoir Sultana and many more. i want you to jam with me in this dubby sound, mixed with vocals and hard basslines Tracklist 1 Ottis Blake - True Colours 2 Jas Artchild - How to Forge Stars3 TimAdeep - Luv 2 Party4 Hunadeep - Rainy With You 5 Melchoir Sultana - Dreams 6 Hunadeep & Clyde Zeibs - Paris & Rome 7 Feiertag, Session Victim - Saccharine 374 (Session Victim Dubfeier Remix)8 OJPB & Fred Everything - Thèodore Le...2021-10-151h 08
Back Room Sounds PodcastBack Room Sounds Show 4Hello good people we back with another Back Room Sounds Show 4. in this mix i have have featured local and international producers and artists. Mare sure you support the music they is a lot of music this year from them.
PLEASE LIKE, COMMENT, SHARE AND SUBSCRIBE
LETS SPREAD THE MELODIES AND CREATE MEMORIES
Tracklist
1 Nini Maluks & Jarrad Ricketts - Cardiac Invasion (Nutty Nys Remix)2 Lazarusman- Here We Are (Nutty Nys Remix)3 KVRVBO - I Wish You Were Here 4 Madala Deekay - I Was Ashamed 5 The AquaBlenz - Flying Apes ( Original Mix6 Spiritchaser & Est8 ft Emily Cook - Because i Knew (Spiri...2021-10-011h 07
FarmingClimate Conversations Podcast; Impact of Climate Change on Agriculture - Episode 2This podcast is a voice for farmers to know about Climate Smart Agriculture, and benefits of doing CSA. We shall talk to Njoki Thuo, an Agronomist and Team Lead at FarmKenya Initiative from Standard Group PLC. Climate Smart Agriculture entails having background information to navigate through it. The host is Hellen Miseda, guesting Njoki Thuo, produced by Marion Munyao. You can get more informative content on YouTube @farmkenya, Facebook @farmkenya, Twitter @farmkenya254 and website www.farmers.co.ke2021-09-1316 min
FarmingClimate Conversations Podcast: Impact of Climate Change on Agriculture - Episode 1This podcast is a guide and a manual to every farmer to be aware of the changing climatic patterns – aiding to know what to plant and when. The world is estimated to have an increase of 70% of more mouths to feed by 2050. Will the world hit the target by 2050? We shall talk to Monicah Njoki, an Agronomist and Team Lead at FarmKenya Initiative from Standard Group PLC. Knowing the impact of climate change is half way through succeeding in planting the right crop at the right season. By so doing, farmers will be practicing Climate Smart Agriculture. The host is He...2021-09-0708 minElder Law IssuesStaff Profile: Purchasing Cars with AshleyPurchasing Cars with Ashley? Wait: does Fleming & Curti, PLC, have a personal shopper for auto acquisition?
Not exactly. But because of our unusual service mix, one of the things we often deal with is setting up transportation for trust beneficiaries and others. That frequently means we use trust (or conservatorship) funds to buy or replace automobiles.
Meet Ashley Cooper. Ashley is one of the hard-working and thoughtful Fleming & Curti, PLC, employees, and usually is the main contact for vehicle acquisition, titling and replacement. And no, her name doesn’t indicate that we have any special de...2021-09-0511 min
Ardalan & Associates, PLCPersonal Injury and Wrongful Death Matters Handling by Geoffrey Hickey | Ardalan & Associates, PLCSince 2001, Geoffrey Hickey has been handling all varieties of personal injury and wrongful death matters on behalf of injured individuals and their families Over the span of his career2021-08-1701 minArdalan & Associates, PLCUnderstand More Your Accident Compensation Work in California | Ardalan & Associates, PLCDuring your typical day, you usually aren’t thinking about your car insurance policy. You probably still aren’t thinking about it on your commute home when a loud crash interrupts the melodic sounds of your favorite radio station.
Visit Us:- https://ardalanlaw.com/car-accidents/how-does-compensation-work/2021-08-1701 minArdalan & Associates, PLCOur Legal Team Prepares for Every Car Accident | Ardalan & Associates, PLCEven responsible motorists can be involved in a car accident at any time, usually due to someone else’s negligence. In urban and rural areas alike, being involved in an accident.
Visit Us:- https://ardalanlaw.com/car-accidents/2021-08-1001 minArdalan & Associates, PLCPersonal Injury and Wrongful Death Matters Handling by Geoffrey Hickey | Ardalan & Associates, PLCArdalan is accredited by the california state bar and all of the u.s. District courts of california. He is a member of the american bar association (aba), the los angeles county bar association.
Visit Us:- https://ardalanlaw.com/attorneys/p-christopher-ardalan2021-08-1001 minArdalan & Associates, PLCPassionate attorney free consultation for You | Ardalan & Associates, PLCAn accident can change your life forever – and it all happens in an instant. You may be left wondering what will happen to your home, your family.
Visit Us:- https://ardalanlaw.com/2021-08-0201 minArdalan & Associates, PLCPersonal Injury Attorney Geoffrey S. Hickey | Ardalan & Associates, PLCFrom day one of his professional career, Geoff has been litigating serious injury claims on behalf of accident victims. He takes pride in being accessible to his clients.
Visit Us:- https://ardalanlaw.com/attorneys/geoffrey-s-hickey/2021-08-0201 minArdalan & Associates, PLCAccident Compensation Work in California | Ardalan & Associates, PLCDuring your typical day, you usually aren’t thinking about your car insurance policy. You probably still aren’t thinking about it on your commute home.
Visit Us:- https://ardalanlaw.com/car-accidents/how-does-compensation-work/2021-08-0201 minArdalan & Associates, PLCEasy Way to Read California Police Accident Report | Ardalan & Associates, PLCIf you’re injured in a car accident in the los angeles area or anywhere in california, you need to call the police. The investigating officer will fill out a report.
Visit Us:- https://ardalanlaw.com/car-accidents/police-accident-report/2021-08-0201 minArdalan & Associates, PLCLegal Team of Ardalan & Associates PLC at CA, USAOur attorneys have been recognized for their achievements and excellence in their profession. At Ardalan & Associates, we’re proud of our team of legal professionals.
Visit Us:- https://ardalanlaw.com/attorneys/2021-08-0201 minArdalan & Associates, PLCPassionate Attorney Service for You | Ardalan & Associates, PLCAn accident can change your life forever – and it all happens in an instant. You may be left wondering what will happen to your home, your family, career and your quality of life.
Visit Us:- https://ardalanlaw.com/2021-07-2601 minArdalan & Associates, PLCPersonal Injury Attorney Geoffrey S. Hickey | Ardalan & Associates, PLCSince 2001, geoffrey hickey has been handling all varieties of personal injury and wrongful death matters on behalf of injured individuals and their families.
Visit Us:- https://ardalanlaw.com/attorneys/geoffrey-s-hickey/2021-07-2601 minArdalan & Associates, PLCAccident Compensation Work in California | Ardalan & Associates, PLCThe skills and assets of ardalan & associates can help you. Our team of highly experienced attorneys is ready to assist with finding the way to your financial compensation, and your peace of mind.
Visit Us:- https://ardalanlaw.com/car-accidents/how-does-compensation-work/
2021-07-2601 minArdalan & Associates, PLCLegal Team Ardalan & Associates PLC at Thousand Oaks, CAOur attorneys have been recognized for their achievements and excellence in their profession. At ardalan & associates, we’re proud of our team of legal professionals – and we invite you to get to know them.
Visit Us:- https://ardalanlaw.com/attorneys/2021-07-2601 minArdalan & Associates, PLCGeoffrey S. Hickey Attorney of Personal Injury | Ardalan & Associates, PLCSince 2001, geoffrey hickey has been handling all varieties of personal injury and wrongful death matters on behalf of injured individuals and their families.
Visit Us:- https://ardalanlaw.com/attorneys/geoffrey-s-hickey/2021-07-1901 minArdalan & Associates, PLCAccidents Attorney in Los Angeles | Ardalan & Associates, PLCAn accident can change your life forever – and it all happens in an instant. You may be left wondering what will happen to your home, your family, your career and your quality of life.
Visit Us:- https://ardalanlaw.com/2021-07-1901 minArdalan & Associates, PLCUnique Passionate Attorneys Service in California | Ardalan & Associates, PLCAn accident can change your life forever – and it all happens in an instant. You may be left wondering what will happen to your home, your family, your career and your quality of life.
Visit Us:- https://ardalanlaw.com/2021-07-0501 minArdalan & Associates, PLCPersonal Injury's Attorney in CA | Ardalan & Associates, PLCSince 2001, Geoffrey hickey has been handling all varieties of personal injury and wrongful death matters on behalf of injured individuals and their families.
Visit Us:- https://ardalanlaw.com/attorneys/geoffrey-s-hickey/2021-07-0501 minArdalan & Associates, PLCAccident Compensation Work in California | Ardalan & Associates, PLCSkilled auto accident attorneys break down the intricacies of the compensation process, during your typical day, you usually aren’t thinking about your car insurance policy.
Visit Us:- https://ardalanlaw.com/car-accidents/how-does-compensation-work/2021-07-0501 minArdalan & Associates, PLCCalifornia Police Accident Report Resources | Ardalan & Associates, PLCIf you’re injured in a car accident in the Los Angeles area or anywhere in California, you need to call the police. The investigating officer will fill out a report, called a traffic collision report (chp-555).
Visit Us:- https://ardalanlaw.com/car-accidents/police-accident-report/2021-07-0501 minElder Law IssuesHeidi Hauschild, Our Property ManagerIt’s unusual for a law firm to employ a property manager. But that’s what Heidi Hauschild does at Fleming & Curti, PLC.
Fleming & Curti, PLC, occasionally acts as trustee. Sometimes we are personal representative of an estate, court-appointed conservator, or agent in a durable power of attorney. Because of that role, we frequently have to deal with real estate, vehicles — and occasionally airplanes, race horses and other unusual assets.
Join us for this week’s podcast episode. We interviewed Heidi about some of the unusual and arcane things she’s had to learn on the job.2021-07-0412 minElder Law IssuesHospice Programs: Our Office’s ExperienceHospice programs exist in pretty much every American community. From their first appearance in this country in the mid-1970s, the movement has grown dramatically.
There are two obvious reasons for the growth in hospice programs in the past half-century:
The kind of care available, focusing on palliative care, is attractive to many patients at the end of life, and
Medicare funding has made hospice available to far more patients.
But do patients (and their family members) find the care comforting and helpful? In our experience, the answer is almost always a resounding “yes!”
In...2021-06-2713 minElder Law IssuesCoordinating 529 Plan Accounts in Your Estate PlanAt Fleming & Curti, PLC, we think 529 Plan accounts are a great way to help educate your children and (especially) grandchildren. Coordinating 529 Plan accounts in your estate planning is challenging, and important.
There is certainly a big industry of financial planners pushing for you to consider such plans, and we generally approve. But most of the writing about education accounts focuses on selecting among the various options. Less attention focuses on ownership, succession and tax treatment of the plans.
Who should own the 529 Plan account you set up for a child or grandchild? Generally, the person...2021-06-2015 minArdalan & Associates, PLCContact Our Los Angeles Car Accident Attorneys | Ardalan & Associates, PLCEven responsible motorists can be involved in a car accident at any time, usually due to someone else’s negligence. In urban and rural areas alike, being involved in an accident can cause serious, even catastrophic injuries.
Visit Us:- https://ardalanlaw.com/car-accidents/2021-06-0902 minArdalan & Associates, PLCLos Angeles Car Accident Lawyer Help You | Ardalan & Associates, PLCWith an experienced Los Angeles car accident lawyer, the victim can dictate what happens after an accident. Instead of simply accepting whatever offer they might after the accident, victims can demand full, financial compensation for the crash.
Visit Us:- https://ardalanlaw.com/car-accidents/what-to-do/2021-06-0902 minArdalan & Associates, PLCWrongful Death Law Firm in Los Angeles | Ardalan & Associates, PLCWhen a loved one dies due to someone else’s reckless or negligent behavior, many family members don’t know what to do. These accidents can be so chaotic, so confusing and so upsetting. Even knowing what your rights are as surviving family members can be bewildering.
Visit Us:- https://ardalanlaw.com/wrongful-death/2021-05-2502 minArdalan & Associates, PLCFind the Right Wrongful Death Attorney | Ardalan & Associates, PLCWhen a loved one dies due to someone else’s reckless or negligent behavior, many family members don’t know what to do. These accidents can be so chaotic, so confusing and so upsetting. Even knowing what your rights are as surviving family members can be bewildering.
Visit Us:- https://ardalanlaw.com/wrongful-death/2021-05-2402 minArdalan & Associates, PLCFind the Best Car Accident Lawyer | Ardalan & Associates, PLCYour crash wasn’t your fault, and you shouldn’t be on the hook for those expenses. You need a car accident lawyer from Ardalan & Associates to fight for you. We’re dedicated to making sure people hurt in accidents get all of the compensation they need, and we hold reckless and irresponsible drivers accountable for their actions.
Visit Us:- https://ardalanlaw.com/car-accidents/2021-05-2402 minArdalan & Associates, PLCResponsibilities of a Child Advocate Attorney | Ardalan & Associates, PLCOften, reconstructive surgery or skin grafting is needed. Children are particularly vulnerable to dog bites because they may not know how to behave around a potentially dangerous dog. If you or your child has been hurt by a dog, contact Ardalan & Associates, PLC. We’ll help you hold the owner accountable.
Visit Us:- https://ardalanlaw.com/personal-injury/dog-bites/2021-05-0301 minThe PLC PodcastWeek 9 - let’s get it!PLC season 6 week 9 is here! Let’s talk about it!2021-03-311h 37Elder Law IssuesOur 100th Episode!We’re pretty pumped. We’ve been podcasting for two years now, and that means this is our 100th episode!
We started in March, 2019, with an initial podcast describing the then-recent addition of a new partner (Jacque Mingle) and the then-imminent retirement of founding partner Tom Curti. Tom’s doing fine, by the way — thanks for asking.
Join Fleming & Curti, PLC, partners Elizabeth Noble Rollings Friman and Robert Fleming this week while they discuss some of the changes they’ve seen, the lessons they’ve learned and the topics they get asked about. At the end of the 1...2021-02-2811 minThe PLC PodcastLet’s Talk Week 5!PLC season 6 week 5 is here and we’re to do what we do! Hope you enjoy!2021-02-231h 33The PLC PodcastThe Shadiest PLC Season to date - Season 3 (ep.5)Another week, another season - and boy was this one interesting!2020-12-221h 53
The PLC PodcastA Look Back at Season 1!!! (ep.2)This week we take a brief look back at the PLC's inaugural season with some PLC OG's!2020-12-1154 min
The PLC PodcastWhat is the PLC Podcast? Let’s talk about it! (ep.1)What is the PLC Podcast? Let’s talk about it!2020-12-0833 minElder Law IssuesEnd of Year GiftsWe’re already in December! That means (among other things) that it’s time to consider your end-of-year gifts.
You already know that you are limited to making gifts of $15,000, right? Wrong! There is no such limit, as we explain in this week’s podcast episode. The “limit” is just on gifts that escape any reporting requirement at all. If you make a gift over the $15,000 figure, you do have to file a gift tax return — but that doesn’t mean you have to pay any tax. Nor does the recipient have to pay tax on what they received...2020-12-0612 minElder Law IssuesCoronavirus Update for Fleming & Curti, PLCArizona has recently become one of America’s hotspots for COVID-19. We are all worried about what will happen next. At Fleming & Curti, PLC, we don’t have any crystal ball. But in this coronavirus update, we tell you what we’re experiencing in our office, what steps we have taken to protect you (and us), and what effect the pandemic has had on our practice.
We’re using masks, gloves, disinfectants and social distancing — even at work. We urge you to do the same. Our response is evolving, but our goal remains the same: to provide safe (and...2020-07-2611 minElder Law IssuesNew York Medicaid Planning vs. ArizonaNew York Medicaid rules don’t ordinarily concern us at Fleming & Curti, PLC. After all, we are a Tucson elder law attorney firm. We don’t practice in New York at all.
But when we have an opportunity to discuss state-to-state differences with one of the leading elder law practitioners in the nation, we take it. This week we talk with good friend and extraordinary elder law attorney Lawrence Davidow. He has been a leader in the field for over thirty years. In fact, Lawrence is a former President (and a Fellow) of the National Academy of Elde...2020-07-1211 minElder Law IssuesTom Curti’s Practice MemoriesTom Curti has a lot of practice memories. Tom retired from Fleming & Curti, PLC — and the practice of law — last summer. He had a 43-year career in the practice. More than half of that was at Fleming & Curti, PLC, but that is not all he did in those years.
Recently Tom came back into the office to talk about retirement — and to reminisce about his years of practice. He can tell good stories, and he shared a few of them with us.
2020-06-0714 minElder Law IssuesTom’s RetirementTom’s retirement. What does an estate planning lawyer learn from advising others about his own retirement planning?
Tom Curti, founding partner of Fleming & Curti, PLC, retired just one year ago. At the time Tom was a 44-year lawyer. The Fleming & Curti partnership had been in place for more than a quarter century. For all of that time, Tom focused on estate planning. He was, in fact, certified as an Estate & Trust specialist by the State Bar of Arizona.
So when an Estate & Trust specialist plans to retire, what do they think about in advance? An...2020-05-2411 minElder Law IssuesCOVID-19 Update for Fleming & Curti, PLCLike you, we are trying to stay ahead of the developing pandemic. As we explain in this COVID-19 update, we want to continue to provide services to our clients, trust beneficiaries and wards. Some of those services are essential; all of them are important.
At the same time, we do not want to put anyone (in our office, in our client base or in the wider community) at risk. We are adapting as knowledge and rules change.
As we have described before, the process in our office is evolving. We do not doubt that there...2020-03-2309 minElder Law IssuesCOVID-19 and Fleming & Curti, PLCPublic and private offices all across the country are responding to the COVID-19 pandemic. Law offices are no different. But at Fleming & Curti, PLC, we are a little bit different. We have some additional considerations to cope with in deciding how to respond.
Our weekly newsletters have addressed what we think clients ought to do, and what we intend to do, about the pandemic. In this special podcast episode, we talk about what we are doing, and how that might change.
Our main message: we’re watching this closely, and our response is likely to ch...2020-03-1511 minElder Law IssuesOur New Office: 1745 E. River Rd., Suite 101We’re actually packing up boxes, setting up desks and moving phones and computers. Our new office address: 1745 E. River Rd, Suite 101, Tucson, AZ 85718.
We’ve been updating our readers about the impending relocation of Fleming & Curti, PLC, law offices. The new space in the Joesler Village complex at the intersection of River and Oracle Roads is ready for our move!
Join us for this week’s podcast episode. We talk about the move, our new offices and how sad we will be to leave our long-time downtown location. We’re looking forward to the new spac...2020-02-0907 minElder Law IssuesHow We Set Our Fiduciary FeesAt Fleming & Curti, PLC, we sometimes act as trustee, personal representative, agent under a power of attorney, or conservator. We charge a fee for those roles, of course. Anyone considering us should understand how we set our fiduciary fees.
In this podcast episode, we talk about our fiduciary fees and how we determine an appropriate charge. We hope to be transparent in our fee setting, and want to make sure clients, family members and others understand what our fiduciary work is likely to cost.
2020-01-2612 minElder Law IssuesCongratulations Jacque Mingle, Certified Specialist!We are SO pleased to announce that Jacque Mingle, partner here at Fleming & Curti, PLC, just learned that she has been certified as a specialist in Estate and Trust law by the State Bar of Arizona. We’re very happy for and proud of her.
Join us for this podcast episode to hear Jacque explain what that means, and what she had to do to obtain the certification. We also explain some of the other identifications a well-seasoned estate and trust law practitioner might aspire to obtain.
2019-09-0810 minElder Law IssuesFleming & Curti as FiduciaryThe last in our series of podcasts on selecting a fiduciary. Should you consider our firm, Fleming & Curti, as fiduciary?
We started this cycle with a general discussion: what does “fiduciary” mean, anyway? And how do you select a successor trustee, personal representative or agent for your powers of attorney? If you don’t think family members are the best choice (or you don’t want to burden them), what professional fiduciary options are available?
At Fleming & Curti, PLC, we occasionally act as fiduciary for our estate planning clients. We also act as fiduciary in other se...2019-08-1116 minElder Law IssuesWe Explain Gifts and Gift Tax RulesEveryone seems to know about gifts and gift tax rules. The thing is, “everyone” tends to be wrong.
In this podcast episode, we explain the basics of gifts and gift tax liability. Do you think that there is a rule limiting how much money or property you can give away? There isn’t. Do you think that you will pay a tax on gifts? You won’t — unless you make really huge gifts.
You probably realize that there is a $15,000 limit on how much each person can give to each other person in a calendar year. You...2019-07-1407 minElder Law IssuesDifferent Types of Special Needs TrustsThere are different types of special needs trusts. That should not be surprising — but the effect sometimes is. Besides that, the differences can generate plenty of confusion.
Host Robert Fleming and guest Elizabeth Noble Rollings Friman, partners in the Tucson elder law firm of Fleming & Curti, PLC, discuss the differences and some of the effects. Join us for the discussion.
2019-05-1313 minElder Law IssuesArizona UTMA AccountsIn our Elder Law Issues newsletter this week, we described a bankruptcy court case involving a Uniform Transfers to Minors Act (UTMA) account. Arizona has also adopted the uniform law, and Arizona UTMA accounts would likely be treated in the same way.
But, more importantly, when would someone want to set up an Arizona UTMA account? Should they always use a trust, instead? What are the benefits — and risks — associated with an UTMA account?
Those are some of the questions we address in our weekly podcast. Join Fleming & Curti, PLC, partners Robert B. Fleming and Eliz...2019-04-0107 minElder Law IssuesBeneficiary Designations — Part of Your Estate PlanFor your estate planning to work, you need to coordinate your beneficiary designations. Did you name the right beneficiaries on your life insurance, your IRAs and retirement plans, and your bank and brokerage accounts? Did you know that you can also name beneficiaries for your real estate (at least in Arizona) and your vehicles?
Beneficiary designations are a key part of your estate planning. Partners Elizabeth Noble Rollings Friman and Robert B. Fleming discuss the importance of beneficiary designation planning — and a recent Fleming & Curti, PLC, newsletter on the topic.
2019-03-1105 minElder Law IssuesFleming and Curti Partnership – Elder Law Issues Podcast – E0001Elizabeth Noble Rollings Friman and Jacquelyne J. Mingle are now partners in the law firm of Fleming & Curti, PLC. What does that mean for the future of the firm? Will the name change? And what about the possibility that partner Thomas A. Curti might actually be retiring — is there truth to that rumor?
Join Robert B. Fleming and new partner Elizabeth Noble Rollings Friman as they discuss the new developments — and the direction of Fleming & Curti, PLC in the wake of the changes.
2019-03-0305 min
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