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Estate Planning and Probate

Our firm provides comprehensive estate planning, trust, and probate 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.

Estate Planning

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

  • Wills
  • 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 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 terminable 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, and 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.

Estate and Probate Litigation

Our team of estate and probate litigators has extensive experience handling trust and estate litigations ranging from will disputes to proceedings involving multiple beneficiary levels, claims of financial exploitation, and questions regarding a decedent’s capacity. In any probate dispute that we take on, we strive to provide our clients with high quality representation.  Our attorneys have a wide range of experience in state and federal courts, as well as in mediation and other cost-effective dispute resolution alternatives.

Our firm represents trustees, small and large businesses, personal representatives, beneficiaries, surviving spouses, non-profits and charities, and other interested parties in a variety of estate litigation matters, including disputes related to beneficiary/interested party challenges to wills and trusts, capacity challenges, fiduciary litigation, representation of elderly and/or incapacitated clients in claims of financial exploitation and securities fraud, theft by trusted advisors and vulnerable adult claims, and disputes over rights to a decedent’s remains.