Best Elder Law Attorney Tucson Near Me

4worldlovers: We are Tucson elder law attorneys committed to helping seniors, individuals with disabilities, and their families and supporters make informed choices guiding them through some of life’s most important decisions. That may mean estate planning, special needs planning, guardianship, conservatorship, long-term care planning or probate. That’s what we know.

Our weekly newsletter and podcasts (created by and featuring Fleming & Curti, PLC, attorneys) highlight new developments and long-standing strategies.

Fleming & Curti is not a traditional law firm. We do practice traditional elder law, but we also provide fiduciary services. We couldn’t do either without the hard work and dedication of our team members:

Supports the firm’s elder law efforts, facilitating estate planning, filing probate pleadings, and assisting with estate and trust administration, and guardianships and conservatorships.

Focuses on fiduciary services, managing the daily needs of those for whom the firm serves as trustee, guardian, conservator, or agent under power of attorney.

Implements plans for assets to which the firm is entrusted as trustee, conservator, or agent under financial power of attorney.

We represent guardians, conservators, and the subjects of proceedings when court involvement is required. We also act as guardian and conservator in appropriate cases.

We prepare documents to complete your estate plan. Most importantly, we help you determine whether you need a trust, and we counsel you on selection of agents, trustees and personal representatives.

We are familiar with long-term care costs and eligibility for public benefits, and how to maximize benefits for a person dependent on the public system. We can prepare applications or process renewals for eligibility.

We counsel individuals about planning for tax, benefits eligibility and preparation for aging and disability. We understand that one important consideration for clients is the cost of effective planning. One common area we work in: special planning for family members with special needs.

4worldlovers:
Maximize your impact and gain peace of mind with the proper guidance and legal tools.

Long term care, assistance and planning for you and your family.

Viewing this website does not form an attorney/client relationship between you and Peter G. Schmerl, PLLC. No attorney/client relationship occurs unless and until you sign an agreement confirming the nature and scope of representation.

4worldlovers:
When we say our law firm offers estate planning, elder law, and fiduciary services, what does that mean for you and your family?


Estate planning: Our lawyers use tools such as wills, trusts, and powers of attorney to construct high-quality estate plans.

Estate administration: Being the administrator or executor of an estate is an honor. It also can be extremely stressful, complicated, and time-consuming. Our firm helps administrators and executors fulfill their legal obligations. We can also do the work for you.

Fiduciary services: A “fiduciary” is a person of trust who is legally empowered to make decisions for others. Our firm can serve as: Agent under a Power of Attorney, Trustee, Guardian, Conservator, or Personal Representative.

Speak with us today about how Bogutz & Gordon, PC can serve you.

We are grateful that past and current clients recommend us to friends, colleagues, and family members. Why do clients feel compelled to spread the word about our firm?

Peace of mind that your estate plan has been constructed with the care and skill needed to withstand future challenges

Comfort that you and your loved ones will be cared when facing end-of-life matters

Convenience of having one law firm to serve all your estate and fiduciary needs

Bogutz & Gordon, P.C. has proudly served Tucson and Southern Arizona since 1984. We provide sophisticated legal services to meet our clients’ estate planning, elder law, and fiduciary needs.

4worldlovers: I am an experienced general practice attorney serving Pima County and the Greater Tucson Metropolitan Area. My law practice focuses on elder law, estate planning and probate litigation.

As we age, our ability to receive and evaluate information and communicate decisions may become impaired by organic decline, physical ailment or mental illness. Sometimes an accident, head injury or stroke can leave a person in a mental state that renders them unable to make decisions in a logical and intelligent manner. If this occurs, and one does not have in place a legal agent or decision maker, their estate and physical health can waste from self-neglect or third-party exploitation.

With no decision maker in place, well meaning family members, hospitals and government organizations are often left with no choice but to file a guardianship or other protective proceeding before the Superior Court.

I assist clients with the drafting of a variety of legal documents that can obviate the need for judicial intervention or in some circumstances direct any such assistance in a way the client deems fit. These documents include durable powers of attorney, living wills, age-in-place plans, and trusts.

As we age, a person's ability to evaluate information and communicate decisions may become impaired by organic decline, infirmity, mental illness or accident. When that person does not have an agent nominated by a durable power of attorney or when that agent is not effectively doing their job, it may become necessary to seek the court appointment of a guardian or conservator to protect both the physical well-being and financial estate of the incapacitated adult.

I can assist family members, agents and fiduciaries in all aspects of guardianship and conservatorship proceedings.

Probate is the judicial process required to transfer assets after the death of an individual to his or her devisees, beneficiaries or heirs. Whether informal or formal probate is required, or whether assets can be transferred by affidavit, I work to guide the personal representative through the applicable process expeditiously with a focus on retaining as much value as possible for those entitled to distributions.

Estate administration burdens the administrator, whether an executor or trustee with broad and sweeping duties that present as both an enormous responsibility and a potential liability. Legal assistance can help the administrator navigate the common pit falls inherent to any estate and ensure that the assets are fully administered timely, prudently and with a minimum of expense. In some instances, legal help may be necessary to resolve outstanding or troubling issues. I have the knowledge and experience to deal effectively with any situation which may arise, including complex accounts, complaints levied against the administrator, unjust claims, third-party suits, prior or wrongful distributions, liquidation, liens, questionable heirship claims, asset recovery, and will contests.

I can assist the executor or trustee in carrying out their duties in a cost-effective manner, including opening the estate, determining succession, marshaling and managing assets, recovering debts, disputing and settling claims, liquidating assets, preparing inventories and accounts, finalizing tax issues, making distributions, and in some cases transferring assets by affidavit.

It is not uncommon for a beneficiary of an estate to question or attack the actions of a trustee, agent or executor whether those actions were wrongful or not. Sometimes family members, significant others and friends feel they were wrongfully excluded. Sometimes, they attack a will or a trust believing that they will inherit more through statutory succession. In some cases, they believe a will or trust was executed under duress or that the decedent was unduly influenced. Sometimes a will is contested based upon allegations that the decedent lacked the capacity to execute the will, was vulnerable or confused at the time of execution or that the documents were forged.

I have litigated almost every facet of a contested administration, whether a document caveat or a breach of fiduciary duty claim, I have the experience to assist my client in fully litigating most contested issues.