Time for your next podcast class: Trust Funding 201.
You signed your living trust (and related documents). Good. You're halfway done. The rest of the job: transferring assets to the trust.
In la...Show More
It can be challenging to figure out how to title assets after you have created a revocable living trust. We're calling this initial review Trust Funding 101. We discuss some of the common titling issu...Show More
The "community property" rules sometimes confuse or alarm lawyers from states that apply the "common-law" property rules. Arizona community property is not really that complicated, but it can be forei...Show More
We often consult with blended families about their estate planning. Those families -- sometimes with "yours, mine and our" kids, or disparate young-adult backgrounds -- can pose special concerns for u...Show More
There is a lot of social and familial pressure for most people to leave the bulk of their estate to their children. Sometimes, though, we deal with planning with childless clients. How are they differ...Show More
Last week we discussed record keeping for conservatorship matters. The rules are similar, but somewhat different, for trust and probate record keeping.
Generally, accounting requirements for trusts...Show More
Conservatorship record keeping must be precise and detailed. Conservators are responsible to the court that appointed them. Courts -- at least in Arizona -- pay close attention to conservators' accoun...Show More
Arizona 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 upd...Show More