News Archive

Frequently Asked Questions About Wills

Here are some frequently asked questions (FAQs) about wills.  The rules discussed below are specific to Arizona, but most states probably have similar rules. •Why is it important to preserve an original will?  Putting aside for the moment the possibility of an electronic will (discussed in my November 2019, Report) the answer to question of why […]

Tax Law Special Report: February 2020
What’s The Big Deal About The Secure Act?

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I have been getting questions about the SECURE Act. That’s legislation recently adopted by Congress that changes certain rules governing the tax treatment of retirement accounts, including when you can put money into or take money out of such accounts. The change that has been talked about the most in estate planning circles is that […]

Do I Have To Pay Tax On My Inheritance?

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I have addressed in previous reports the tax consequences of gifts and inheritances, but the subject is worth revisiting because I get asked about it frequently. There is a common misconception that inheritances are automatically taxable. Although the reasoning behind that misconception is usually not clearly articulated, or is unexpressed, I think it originates with […]

Is Home Title Lock A Valuable Service Or Do You Already Have Insurance That Covers That Risk?

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Home Title Lock is a service that I have heard advertised recently. The service purports to protect home owners against fraudulent title schemes. To oversimplify it, here’s an outline of the scheme that the purveyors of this service are talking about. First, suppose a thief records a forged deed, transferring title to your home to […]

How Will the Revised Uniform Fiduciary Access to Digital Act Apply to Your Estate?

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All but a few states in the United States have now adopted the Revised Uniform Fiduciary Access to Digital Assets Act (the RUFADAA). As adopted in Arizona, the RUFADAA defines a “digital asset” as “an electronic record in which an individual has a right or interest.” What does that mean, and how is it going […]

Nine DeConcini McDonald Yetwin & Lacy Attorneys Honored By Peers As Best Lawyers

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DeConcini McDonald Yetwin & Lacy is proud to announce that nine of the firm’s attorneys were selected for inclusion in the 2020- Edition of The Best Lawyers in America©.  They are: Denise M. Bainton – Education Law Nathan B. Hannah – Real Estate Law James A. Jutry – Tax Law and Trusts & Estates John C. […]

James M. Susa Invited to Speak to Tucson Tax Study Group

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Attorney James M. Susa is the invited guest speaker for the Steven W. Philips Tucson Tax Study Group, Inc., a local non-profit organization focused on tax education for professionals. Susa’s topic, “Arizona State and Local Tax Update: Judicial, Legislative and Administrative” will be presented on Friday, September 20, 2019. James M. Susa, a Shareholder in the Tucson office of […]

As With Many Matters of Life and Death, If You Want Someone To Do Something, Give Them Written Instructions

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A loyal reader recently told me about a situation in which a deceased family member’s remains were relocated, without the consent of the deceased’s children, long after burial. I have heard of, and dealt with, more than a few disputes involving remains, but I had never heard of a situation quite like the one my […]

One Newsworthy Item Out Of The Recent Legislative Session: A Change To The Arizona Residential Landlord and Tenant Act Concerning Partial Rent Payments

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When the Arizona Legislature completes its session, there’s naturally a lot of interest in what new laws have been adopted. Sometimes there’s less to those changes than meets the eye. The news reports on the just-concluded legislative session gave considerable attention to a change in the laws governing residential landlords and tenants, but on closer […]

DeConcini McDonald Yetwin & Lacy Announces
Steven J. Itkin Presenting at Pima County Bar Association’s Continuing Legal Education Seminar

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DeConcini McDonald Yetwin & Lacy, P.C. announces that attorney Steven J. Itkin will be presenting ”Creditors’ Remedies: the Devil is in the Details” for the upcoming May 29, 2019, Pima County Bar Association CMLE presentation.  His presentation will review topics such as Common state law remedies that are available to get your creditor clients paid; State […]