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On Demand

The Intersection of Divorce and Estate Planning (2024 CLE by the Sea)


Total Credits: 0.75 CLE, 0.75 Estate & Trust Law Specialization

Average Rating:
   6
Bundle(s):
OnDemand 2024 CLE by the Sea Probate & Estate Bundle
Categories:
Probate & Estate Planning
Faculty:
Robert B Fleming |  Elizabeth Noble Rollings Friman |  Andrea Burnett O'Neill |  Debra J Polly
Format:
Audio and Video
Original Program Date:
Jul 08, 2024


Description

Panel:
Andrea Burnett O'Neill, Becker & House, PLLC
Robert Fleming, Fleming & Curti PLC
Elizabeth Rollings Friman, Fleming & Curti PLC
Debra J. Polly Esq, Fennemore Craig, P.C.

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/



Debra J Polly Related Seminars and Products


Debra Polly is a director in our Trusts & Estates practice group who works out of their Phoenix office. Her practice focuses on probate; estate & trust administration; estate planning; retirement benefits planning and administration; estate tax, gift tax, and generationskipping transfer tax planning, strategy and compliance; and family settlement agreements and negotiation. Deb is also an Arizona Certified Public Accountant. Originally from Sioux City, Iowa, Deb began her professional career working for KPMG, one of the “Big Four” – the four largest accounting firms in the United States. She gravitated to work involving consulting for estate planning strategies, however, to fully assist her clients, it was evident that she needed to become an attorney – and this led her to law school and a rewarding career in the legal profession. In her work involving estate planning and administration, Deb takes great pride in creating customized solutions – never a “one size fits all” approach – on behalf of her esteemed clients. Deb is a fellow of the American College of Trust and Estate Counsel (ACTEC), a group of peer-elected trust and estate attorneys spanning the U.S. and abroad.


Reviews

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Overall:      4.7

Total Reviews: 6

Comments

Michael H

"great information"

John M

"Great information"