Fiduciary Fees: What is reasonable? A review of the laws in Arizona and standards for practitioners and their clients to keep in mind

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/

Terry James Lee Related Seminars and Products

Fennemore Craig PC

T. JAMES ("JIM") LEE is the leader of the family office and private client attorneys at the law firm of Fennemore Craig. He specializes in estate planning and related areas such as business design and structuring, and commercial transactions. Jim earned his undergraduate and law degrees from Brigham Young University, where he was a member of the law review. He is a Fellow in the American College of Trust & Estate Counsel. Jim is admitted to practice in Arizona and Utah.

Lauren R Talkington Related Seminars and Products

Associate

Snell & Wilmer LLP

Lauren Talkington is an attorney with Snell & Wilmer. Her practice is concentrated in private client services, specifically estate planning, probate, as well as estate and trust litigation. She has extensive experience in preparing estate planning documents to fit clients’ needs, including wills, revocable or irrevocable trusts, as well as incapacity planning documents such as financial and health care powers of attorney. Lauren also provides advice regarding income, gift, and estate tax issues with experience in preparing taxable estate tax returns and gift tax returns. She has widespread knowledge of fiduciary service matters, including matters of complex estate and trust administration. Lauren is a Certified Estate and Trust Law Specialist through the State Bar of Arizona. She received her Bachelors from Northern Arizona University (Business Economics and International Affairs) and her JD from the University of Arizona.