Two weeks ago we wrote about powers of appointment, introducing the concept. The basic idea: you can give someone else the power to designate the ultimate recipient of a gift or bequest. We didn’t distinguish between (or describe) general powers
Fleming & Curti, PLC
At Fleming & Curti, P.L.C., our practice is limited to Elder Law. We concentrate on Guardianship and Conservatorship, Long-Term Care (Medicaid) Planning, Estate Planning and Probate. We are located in Tucson, Arizona.
The firm began in 1984, when Tom Curti and Robert Fleming became partners. The two had, however, been partners before — from their common law school graduation (in 1976) until 1979. They had also shared office space for two years before formalizing the “new” partnership.
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Trust Accountings for Irrevocable Trusts
There are a lot of duties and responsibilities that come with being the trustee of a loved ones irrevocable trust. One of those duties is to keep good records. Another duty is to keep qualified beneficiaries reasonably informed about the…
Power of Appointment
When you give a gift to someone in trust, you get to decide who benefits from that gift after the initial beneficiary’s death, if there are still assets in the trust, but you do not have to. Another option is…
What does “durable” even mean?
If you’ve had your powers of attorney drafted recently, you might see the word “durable” in the title or text of the document. If you do, that’s probably a good thing. Let’s talk about what it means and why you…
April Wrap-up: Medicaid, O.J.’s will and AI-generated songs
It’s the end of April and this month’s hot topics were Medicare, celebrity deaths, and the AI-generated songs by deceased artists.
Medicaid/ Medicare Coverage
It’s been a busy month for Medicaid and Medicare. Here’s what you missed:
The Ensuring Access…
Human Composting Will Soon Be Legal in Arizona
We wrote about the possibility just a month ago, but did not think it was coming to Arizona quite so quickly. But it has. Human composting will now be legal in Arizona.
The Arizona legislature sent a new law to…
Planning for Incapacity
When most people think of estate planning, they think of what happens on their death. However, estate planning also includes what happens while you are still alive but unable to make financial or healthcare decisions. Incapacity can mean that you…
Food In-Kind Support Will No Longer Affect SSI Benefits
Recently, the Social Security Administration (SSA) issued a new rule: starting September 30, 2024 food support is no longer considered in kind support, and will not effect supplemental security income payouts.
What is Supplemental Security Income?
Supplemental Security Income (also…
March wrap-up: Alzheimer’s detection and human composting
It’s the last Sunday of March. This month was all about Alzheimer detection and a new, eco-friendly way to dispose of your remains called human composting.
Alzheimer’s News
A new study estimates 6.9 million Americans have Alzheimer’s disease and another…
How Do Guardians Make Decisions For Their Wards?
Guardians make decisions on behalf of their ward. While this may seem pretty straight forward, often times, it’s not simple at all. On the one hand, the guardian should promote the ward’s autonomy and dignity. On the other hand, the…