All Episodes
Elder Law Issues — 300 episodes · page 3 of 3
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