As our society ages, problems of incapacity and undue influence magnify. It can be challenging for professionals who deal with the donor community to walk the fine line between strong advocacy and being overbearing. Particularly in an environment where contact is increasingly online and/or impersonal, it can be difficult to know how to deal with donors whose capacity may be diminished. This session is targeted toward nonprofit executives, development professionals, professional advisors and agency fundholders.
About Our Presenter:
Robert B. Fleming is a partner in the Tucson law firm of Fleming & Curti, P.L.C., with a practice limited to trust (and special needs trust) administration, guardianship, conservatorship, estate planning, and probate. Mr. Fleming is a co-author (with Lisa Davis) of The Elder Law Answer Book, and (with Prof. Kenney Hegland) of New Times, New Challenges: Law and Advice for Savvy Seniors and Their Families. Mr. Fleming has been selected as a Fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He is a past Chair of both the Mental Health and Elder Law and the Probate and Trust Sections of the State Bar of Arizona, and a past President of the National Elder Law Foundation.
Mr. Fleming is certified as an Estate and Trust specialist by the State Bar of Arizona, and as a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation. He is also an Accredited Estate Planner (AEP) with the National Association of Estate Planning Councils. Mr. Fleming is a founding member of the Special Needs Alliance (www.specialneedsalliance.com). Perhaps more importantly, he is a husband, father, grandfather, scuba diver, pilot and martial arts practitioner.