Estate Planning & Probate Law

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Our firm provides a wide variety of estate planning and trust and probate administration services with an emphasis on personalized, high quality planning and representation. Our clients range from individuals to generations of families, from those with modest estates to those having estates involving significant assets located throughout the country.

Our estate planning team provides our clients with experienced advice and guidance in the preparation of:

  • Standard wills
  • Revocable trusts
  • General durable powers of attorney
  • Health care powers of attorney
  • Limited powers of attorney
  • Living wills

Our attorneys can also assist with the development and implementation of more sophisticated estate planning tools and strategies designed to minimize taxes and achieve other succession goals of our clients, including:

  • Special needs trusts
  • Irrevocable life insurance trusts (ILITs)
  • Irrevocable trusts for children or grandchildren
  • Qualified terminal interest property trusts (QTIPs)
  • Business succession planning
  • Family limited partnerships
  • Gift and generation-skipping transfer tax planning
  • Charitable remainder trusts
  • Arizona Long Term Care System [ALTCS] planning
  • Asset protection

Additionally, when a loved one has passed away, our probate and trust administration team assists successor trustees and personal representatives with the process of administering and distributing the assets of the decedent’s trust or estate, including representation of the client in any and all probate pleadings and proceedings, the preparation and filing of federal estate tax (Form 706) and gift tax returns, and other related administrative matters.