Estate Planning, Tax and Probate

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A Decades-Long Tradition of Helping You Plan for the Future.

Estate Planning, Tax and Probate.

Estate planning ensures that your hard-earned assets are passed on in the manner that you feel is appropriate to the people that are important to you. Many tools can help you achieve this goal, allowing you to reserve funds for special purposes and preserve your wishes in healthcare directives and power of attorney.

There are many different forms of trusts, including revocable trusts, irrevocable trusts, generation-skipping trusts, charitable foundation trusts, special needs trusts, Crummy trusts, and insurance trusts. Effective estate planning will also include charitable planning, directives for LLCs and partnerships, joint property ownership, and tax planning. In all of these areas and more, our reliable estate planning attorneys can guide you and create the documentation needed to ensure that your wishes are carried out.

Estate Planning, Tax and Probate Service

Probate and Trust Administration

We understand that this may be an emotional time for you and your family. Even with a well-drafted estate plan, you may feel overwhelmed. We offer a compassionate approach tempered with sound judgment to help make sure every detail is covered. You can feel confident that we have the skills, experience, and legal resources to deliver a smooth transition to the estate's beneficiaries.

Probate and Trust Administration Attorneys

Estate Planning, Tax and Probate Service

Estate and Tax Planning

We take a tailored approach to estate and tax planning, enabling you to make nuanced directives for the execution of your business and personal affairs. We will provide you with an understanding of the benefits of the estate plan, including tax planning and potential avoidance of probate. We will ensure that you have the information you need to understand the tax planning tools that are available and the benefits for your estate plan.

Estate and Tax Planning Attorneys

Phillip
Hilliard

Dan
Hulsizer

Sandra
Portney

Estate Planning, Tax and Probate Service

Guardianship and Conservatorship

We understand that the decision to petition the court for a conservatorship or guardianship, or to contest a petition for a conservatorship or guardianship, is never easy. Our attorneys assist you with clear vision and compassionate understanding for your situation. Whether you’re encountering a dispute over guardian or conservator appointment, or you simply need to get your paperwork in order, our experienced attorneys can help.

Guardianship and Conservatorship Attorneys

Jerome
Elwell

Andrea
Simbro

Phillip
Visnansky

Estate Planning, Tax and Probate Service

Adult Protection

The abuse of vulnerable adults is endemic in Arizona and across the nation. Our attorneys offer valuable experience in protecting elderly and incapacitated adults and in representing persons who are committed to those adults’ best interests. As one of Ranking Arizona’s Top 10 Elder Law Firms, we take adult advocacy seriously, whether in defense against false allegations, or in prosecution of abuse to the full extent of the law in order to preserve the health, dignity, and wellbeing of our state’s seniors.

Adult Protection Attorneys

Jerome
Elwell

Andrea
Simbro

Phillip
Visnansky

Estate Planning, Tax and Probate Service

Estate Controversy

Disputes over a loved one’s estate or trust can be fraught with stress, grief, and sensitive family dynamics. Many times, these matters can be worked out through communication. Other times, however, litigation is necessary to resolve disputes and protect loved ones. Our estate controversy attorneys have more than 50 years of experience navigating these disputes. While we strive to resolve these disputes without costly litigation by fostering communication, we always stand ready to protect our clients’ interest through the state and federal judicial systems.

Estate Controversy Attorneys

Jerome
Elwell

Andrea
Simbro

Phillip
Visnansky

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