All Episodes
Elder Law Issues — 310 episodes
A Look at the Hermitage
AI and Deeds
How Charitable Giving Works Best
Retirement Accounts and Charitable Giving
Making Charitable Gifts
Tucson Charities: Featuring Mission Garden
Corporate and Independent Trustees
Probates in Other States
Trusts and Real Estate
Joint Bank Accounts
Intergenerational Wealth Transfer
Liz Homes, Indiana colleague, Talks About Interstate Issues
Succession Planning for Family Businesses
Planning For Digital Assets
Estate and Trust Administration Myths
Planning for Emergency Hospitalizations
What are ILITs and Crummey Trusts?
Long Term Care Advice
Veterans Benefits
Estate Planning with Minor Children
Social Security After Death
Declining to Serve as Trustee
Updating Your Estate Plan In 2026?
The Importance of a Witnessed Signature
2026 ABLE Act Updates
The Benefits of a Donor Advised Fund
Supporting a Grandchild with a Disability
The Pros of Title Insurance
Equal or Equitable Division of Your Estate
Estate Planning for Young People
Personal Property Planning Before Death
Finding Purpose Through Charitable Planning
Incapacity Standards in Trusts and Powers of Attorney
Common Trust Administration Misunderstandings
What is the After Death Checklist?
Advance Directives in Practice
Buying a House for (with?) Your Child
Co-Fiduciaries (Trustees, Agents, Personal Representatives)
Notes on How to Hold Title to a Vehicle
Joint Representation of Spouses in Estate Planning
Alternatives to Creating or Managing Small Trusts
How a Spendthrift Provision Actually Works
Lawyers’ Ethical Rule 1.14 Under Review Nationally
Continuing Care Retirement Communities (CCRCs)
Common Myths About Wills (Redux)
Hey! No Futzing With Your Estate Plan!
Beneficiary Deed Problems Described
Happy Birthday, Tom!
Death of a Fiduciary
The Uniform Partition of Heirs Property Act
Fleming & Curti, PLC as a Future Fiduciary
Pope Francis Left an Unusual Will
Advance Directives and DNR Orders
The Social Security Fairness Act
Springing vs Surviving Powers of Attorney
Advising Non-Citizens Worried About Deportation
Kathy Kreuzer Retires From Fleming & Curti, PLC
Choosing a Fiduciary Can Be Challenging
Ambiguity In a Will or Trust Can Cause Legal Problems
To Decline or Disclaim: What’s the Difference?
Dispute Resolution for Trustees and Personal Representatives
Your Out-of-State Real Estate and Your Estate Plan
We Know That Furniture and Accessories Matter to Our Clients
Corporate Transparency Act (CTA) January Update
When We See One Spouse Becoming Incapacitated
How Will the 2024 Election Affect Estate Planning?
Corporate Transparency Act Update
Jordan Young, Lawyer
Naming Multiple Fiduciaries in Your Estate Plan
Paying for Long-Term Care
IRS Releases Tax Exemption Amounts for 2025
Nominating a Guardian for Your Child, Spouse or Family Member
Room and Board Agreements for Your At-Home Disabled Child
Individually Designed Living Arrangements in Your Planning
Preparing for a Death in the Family
Codicils and Trust Amendments
DIY Estate Planning — Another Cautionary Tale
What Trustee Disclosure is Required, and What is Advisable?
Spendthrift Trusts Explained
Do You Need to Hire an Attorney for Trust Administration?
Understanding SSI and SSD
Clio: Our New Law Office Case Management Program
Choosing a Trustee for Your Special Needs Trust
The Importance of Home Visits by Fiduciaries
You May Not Need a Guardianship
Can We Share Documents with Family of Our Former Client?
Maintaining Beneficiary Designations is Key to Estate Planning
HEMS Standard in Trusts
Update on ABLE Act Accounts and 529 Plans for Education
Giving Notice of Court Proceedings in Arizona
Representing Couples in Preparing Estate Plans
Court Ruling Protects Right to Vote in Guardianship
Happy Birthday – Let’s Talk Required Minimum Distributions
Supporting Autonomy While Acting as Fiduciary
What Estate Tax Changes Should You Expect in 2026?
Collecting Information So That We Can Give Good Advice
Cremation, Green Burial and Human Composting in Arizona
New SSI Rules Will Improve Benefits
Incentive Trusts
What to Expect in Your Estate Planning Signing Appointment
The IRS and Your Power of Attorney
“Conservatorship” in News Stories Might Not Mean What You Think
Giving Someone the Power to Tell You When to Stop Driving
Time to Review Your Estate Plan
Family Burial Plots Are a Growing Problem Among Our Clients
Meet Law Clerk Jordan Young
Safe Deposit Boxes: Helpful or Headaches?
Why should you create a trust?
Alternative Dispute Resolution in Estate Planning
Meet Matt Mansour, Associate Attorney
Operating Outside the Terms of the Will or Trust
Everyone Knows What Dad Wanted
Swedish Death Cleaning – Is It a Thing?
The Importance of the Financial Power of Attorney
Making Gifts at the End (or Beginning) of the Year
Making Specific Gifts — and Beneficiary Designations
Unitrust — an interesting alternative for some trusts
Some of the Professional Groups We Rely On
Planning for the Holiday Season
Elizabeth Friman Inducted into ACTEC
Emergency Guardianship and Conservatorship in Arizona
Stetson’s Special Needs Program for 2023
Nosy Questions in Our Initial Interview
Probate 101 for Non-Lawyers
Arizona’s New Supported Decision-Making Law
Complex Estate Plans Not Always Required Even for the Wealthy
Civil Commitment Proceedings in Arizona
Prenuptial Agreements – an Estate Planner’s View
Physician-Assisted Suicide in Arizona
Are There Lessons for Us in Senator Feinstein’s Story?
Donor Advised Funds
Visitor Restrictions Imposed by Health Care Agent
Moving Out of Arizona – What Planning Changes Should You Make?
Deeding Property to Your Trust
Capacity Level for Signing Health Care Power of Attorney
I Have a Trust: Why Do I Need a Will?
Community Property With Right of Survivorship
Giving a Beneficiary the Right to Reside in Property
Actually Using Your Financial Power of Attorney
Tinkering With Your Estate Plan
Episode #200
Emergency Guardianship or Conservatorship
Discretionary Trust for Your Non-Special Needs Child
Trusts and Other Arrangements for Your Pets
Jacque Mingle Inducted Into ACTEC!
Are Trust Tax Rates Always Higher?
Family Settlement Agreements to Modify Trust Terms
Paying for Someone Else’s Estate Planning
FDIC Coverage for Your Bank Accounts
Copies of Your Estate Planning Documents
Family Meetings About Estate Planning
Our Update on Hospice Care
Equal Division (or Equitable Division?) Among Beneficiaries
The A/B Trust in 2023 — What Do You Need to Do?
What to Transfer to Your Child’s Special Needs Trust
Should You Title Your Car to Your Trust?
Researching Your Deed
Questions to Ask a Prospective Fiduciary
Trust Contests — Not the Same as Will Contests
The End of 2022, Looking forward to 2023
RMD Rules for Inherited IRAs
Alternative Dispute Resolution in Wills and Trusts
Trusts for Special Purposes
ABLE Act Basics
The Special Needs Alliance – A National Organization with Arizona Roots
When You Are the Second Alternate Agent or Trustee
Long Term Care Insurance — One Way to Pay for Care
The Annual Stetson Program on Special Needs Trusts
Where to Keep Your Estate Planning Documents
The Rationale for Guardianship is Very Individualized
Boilerplate in Your Estate Planning Documents
Where Is the Trust?
About Your Organ Donation Preferences
Your Retirement Account Beneficiary
Why We Meet With Our Client(s) Alone
Will Contests
“I Need to Get a Power of Attorney for My Mom”
Bonds in Probate, Conservatorship and Other Cases
End-of-Life Decision-Making
Let’s Talk About ABLE Act Accounts
“No-Contest” Clauses in Wills and Trusts
No, Really — Don’t Write on Your Will or Trust
What to Do With Your Personal Property
More on Funding Your Trust
Deed Fraud — Is It a Thing?
Happy Birthday, Robert!
Required Minimum Distribution Rules Explained
Engagement Agreements Start Our Relationship
The Importance of Getting Professional Assistance
Our Initial Consultation with Clients
Terminology in Guardianship and Conservatorship
Alternatives to Guardianship in Arizona
Welcome to Arizona! Is Your Estate Plan Still Valid?
Top Ten Reasons to Establish a Living Trust
Top Ten Reasons NOT to Sign a Trust
Why Do I Have to Wait in the Waiting Room?
Guardianship and Conservatorship Terminology
Charitable Planning During Life and After Death
Case Management and Care Planning
Retirement Account Update for 2022
Going Into 2022
Beneficiary Deeds – Explanation and Discussion
Christmas Gifts for Seniors
Burial and Cremation
Household Payroll for Home Care Workers
Gifts to Grandkids
Reimbursements to a Fiduciary
Record Keeping in Trusts and Estates
Living Expenses in Trusts and Conservatorships
Trust Income Tax Returns
What State Law Governs Trust Administration?
2021 Year End Planning
Financial POA Form
Online Health Care Power of Attorney Form
Listener’s Questions About Self-Settled SNTs
Staff Profile: Purchasing Cars with Ashley
Listener’s Questions About SNTs – Part 2
Listener’s Questions About SNTs – Part 1
The Scope of Duty for an Attorney-in-Fact
Trust Administration in the Real World
Update on SECURE
Restatements 101 – the Podcast Edition
Heidi Hauschild, Our Property Manager
Hospice Programs: Our Office’s Experience
Coordinating 529 Plan Accounts in Your Estate Plan
Goodbye Odin. Hello Roz. Plus Duncan’s Still Here
The Personal Property List and Your Estate Plan
Should You Have Group Meetings for Your Estate Plan?
Calculating Basis for Income Tax Purposes
Let’s Talk About the Challenges of Aging
What is the Role of the Public Fiduciary in Arizona?
Actually Using Your Power of Attorney
Signing Tax Returns For Someone Else
Qualified Charitable Distributions and Your IRA
LLCs and Trust Funding
Making Changes to Your Estate Plan
UTMA, 529 and ABLE
The Lost Art of Codicils — Lost for a Reason
Our 100th Episode!
Shredding Your Estate Plan
The Larry King Estate
Your Child’s Spouse — What Will They Inherit?
Arizona Guardianship Rules and Terminology Explained
Can You Disinherit Your Spouse?
Can You Disinherit a Family Member?
Happy New Year 2021!
“Qualified Beneficiaries” Under Arizona Trust Law
Trust Reporting Requirements in Arizona
Gifts After Incapacity: It Takes Advance Planning
End of Year Gifts
Addiction and Mental Health — and Elder Law
Moving to Arizona? Let’s Talk About Your Estate Plan
I Hate My Trust
Is Probate Bad? Always?
Election!
Family Wealth Discussion — Is It a Good Idea?
Cybersecurity – A Cautionary Tale
Elderly Drivers Can Pose a Challenge for Concerned Family
Mental Health Powers — in Powers of Attorney or Guardianship
Pets and the Elderly
Planning for 2021
Trust Funding 201
Trust Funding 101
Arizona community property
Estate Planning With Blended Families
Planning With Childless Clients
Trust and Probate Record Keeping
Conservatorship Record Keeping
Coronavirus Update for Fleming & Curti, PLC
Lawrence Davidow Explains the SECURE Act
New York Medicaid Planning vs. Arizona
New York Elder Law Compared to Arizona
Inventories in Probate and Trust Administration
What is Probate?
Avoiding Probate in Arizona
Tom Curti’s Practice Memories
Estate Planning During the Pandemic
Tom’s Retirement
Agents Who Become Incapable
Pets, Marijuana and Your Estate Plan
Agents and Alternate Agents – Your Power of Attorney
Gun Trusts: Do You Need One?
Springing vs. Surviving Power of Attorney
Pet Trusts – With Prof. Gerry Beyer
Simplify Your Estate Plan
Electronic Wills in the Era of Coronavirus
COVID-19 Update for Fleming & Curti
Spendthrift Trust Provisions
COVID-19 and Fleming & Curti, PLC
Dividing Personal Property in an Estate
What Do I Do With My Parent’s House?
Our Survey Says…
Your First Visit to Our Office? Please Relax
Our New Office: 1745 E. River Rd., Suite 101
The SECURE Act – Podcast Version
How We Set Our Fiduciary Fees
What Does “Means-Tested Benefits” Mean?
Aging Parents of Adult Children With Disabilities
Taxes and Trusts Explained
Dealing With Passwords in Estate Planning
We Are Moving Our Office
New Year’s Resolutions and Estate Plans
Fiduciary Fees — Can You Charge, and How?
Nosy questions
Do You Need a Trust?
Your Special Needs Planning
Gifts and Gift Agreements in Your Estate Plan
Placing Restrictions on Your Trustee
Keeping Original Documents – What You Need to Keep
QMB and SLMB and QI (Oh, My)