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On Demand

Checklists and Practice Management Tips for a Busy T&E Practice (2024 CLE by the Sea)


Total Credits: 1.25 CLE, 1.25 Estate & Trust Law Specialization, 1.25 Ethics

Average Rating:
   18
Bundle(s):
OnDemand 2024 CLE by the Sea Probate & Estate Bundle
Categories:
Probate & Estate Planning
Faculty:
Robert B Fleming |  Elizabeth Noble Rollings Friman |  Nora L Jones |  Daren Jay Layton
Format:
Audio and Video
Original Program Date:
Jul 10, 2024


Description

Panel:
Robert Fleming, Fleming & Curti PLC
Elizabeth Rollings Friman, Fleming & Curti PLC
Nora L. Jones, Tiffany & Bosco PA
Daren J. Layton, Jennings Haug Keleher McLeod Waterfall LLP

Handouts

Faculty

Robert B Fleming Related Seminars and Products


Robert Fleming is a Fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a Specialist in Estate and Trust Law by the State Bar of Arizona‘s Board of Legal Specialization, and he is also a Certified Elder Law Attorney by the National Elder Law Foundation. Robert has a long history of involvement in local, state and national organizations. He is most proud of his instrumental involvement in the Special Needs Alliance, the premier national organization for lawyers dealing with special needs trusts and planning.

Robert has two adult children, two young grandchildren and a wife of over fifty years. He is devoted to all of them. He is also very fond of Rosalind Franklin (his office companion corgi), and his homebound cat Muninn. He just likes people, their pets and their stories.

For more information about Fleming & Curti, PLC find us online: https://elder-law.com/


Elizabeth Noble Rollings Friman Related Seminars and Products

Attorney

Fleming & Curti PLC


Elizabeth Noble Rollings Friman is a principal and licensed fiduciary at Fleming & Curti, PLC. She is a Fellow of the American College of Trust and Estate Counsel. Elizabeth enjoys estate planning and helping families navigate trust and probate administrations. She is passionate about the fiduciary work that she performs as a trustee, personal representative, guardian, and conservator. Elizabeth works with CPAs, financial professionals, case managers, and medical providers to tailor solutions to complex family challenges. Elizabeth is often called upon to serve as a neutral party so that families can avoid protracted legal conflict. Elizabeth relies on the expertise of her team at Fleming & Curti, and as the Firm approaches its third decade, she is proud of the culture of care and consideration that the Firm embodies. Finding workable solutions to sensitive and complex family challenges is something that Elizabeth and the Fleming & Curti team do well.

A third generation Tucsonan, Elizabeth attended Green Fields Country Day School and earned her law degree from the University of Arizona College of Law. Before starting her legal career, she earned her bachelor’s degree from Connecticut College. Elizabeth was first exposed to the practice of law during her years of work as a legal assistant in the capital markets group of Davis Polk & Wardwell, LLP. Elizabeth volunteers her time to a diverse array of community and professional organizations. She is currently serving on the board of TMC Hospital and is the acting chair of the Finance Committee for the Primavera Foundation. She also serves as a board member of the Special Needs Alliance and the Jewish Philanthropies of Southern Arizona. Elizabeth received the Tucson Hispanic Chamber of Commerce “40 Under 40 Award” at the age of 32.

Outside of work, Elizabeth treasures her time with husband (and law school classmate) Doug and their goldendoodle, Duncan. She enjoys gardening, spicy food, cold drinks, and paddle boarding along the shores of Lake Tahoe.

For more information about Fleming & Curti, PLC find us online: https://elder-law.com/


Nora L Jones Related Seminars and Products

Tiffany & Bosco PA


is a skilled trial attorney specializing in probate and trust litigation, elder law, guardianships and conservatorships, and estate and trust administration. A recognized leader in the elder law community, Nora blends compassion and strength to resolve matters with her clients' best interests at heart. Nora is recognized by the Arizona Board of Legal Specialization as a Certified Specialist in estates and trusts. In addition, Nora has an AV Preeminent Rating, the highest possible rating in both legal ability and ethical standards, by Martindale-Hubbell and has a Perfect 10 rating with AVVO. Nora has been recognized year after year as a Rising Star by Super Lawyers and has repeatedly been honored for her vision, influence, and leadership in Elder Law by Arizona Business Leaders. Additionally, Nora and her team have been recognized as a top law firm for Trust and Estate Litigation by U.S. News & World Report. Nora is also an acting Judge Pro Tempore with the Superior Court of Maricopa County for the Probate Court division.


Daren Jay Layton Related Seminars and Products

Waterfall Economidis Caldwell Hanshaw & Villamana PC


Daren Layton is an attorney with the law firm Jennings Haug Keleher McLeod Waterfall LLP in Tucson, Arizona where he assists clients in creating and implementing personalized estate plans, navigating income, gift and estate tax issues, business succession matters, and charitable planning. In addition to lifetime planning, Daren assists clients with probate and trust administration matters. Daren earned a B.S. in Accountancy (2007) and a M.S. in Taxation (2008) from Arizona State University, and a Juris Doctor (2012) from the University of Arizona. Daren is also a certified public accountant.


Reviews

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1

Overall:      4.4

Total Reviews: 18

Comments

Paul B

"The checklists are excellent. The discussion around brining staff along was mature and realistic."

Kevin F

"It was not a very structured presentation. Too much casual banter and anecdotal stories, too little practical and applicable information."

Adam W

"It didn't really say anything of substance"

Mary K

"very clear and informative"

John M

"I’m a pilot and I loved the analogy about the checklist! Great job!"

Stephanie S

"Great info"

G S

"Helpful insights "

Roberta V

"It was a thourough conversation of office administration "

Carolyn K

"I thought it would be boring and I need 1.25 hrs CLE. BUT it was very honest, thoughtful. I am going to contact them on the last point they made-about taping initial meeting and giving to client. Great and easy to listen to."

Bradley H

"Lots of good tips"