Peter Wand - Phoenix Estate Planning Lawyer Reviews & Ratings

Mr. Wand is a member of Lewis Roca Rothgerber’s Tax Practice Group and currently serves as the Co-Chair of both the firm’s Executive Compensation and Employee Benefits practice and the firm’s Trusts and Estates practice.. In his executive compensation and employee benefits practice, Mr. Wand helps employers design and manage qualified and non-qualified retirement plans and executive compensation programs, including equity-based incentive compensation programs (i.e., stock options, stock appreciation rights, phantom stock and restricted stock) governed by Section 409A of the Internal Revenue Code.  Mr. Wand regularly works with employers, auditors, actuaries, accountants, financial advisors and other plan fiduciaries to ensure compliance with the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).  Mr. Wand has considerable experience representing employers before the Internal Revenue Service and the Department of Labor in connection with the correction of 401(k) plan errors governed by the Employee Plans Compliance Resolution System.  Mr. Wand is listed in the 2012, 2013 and 2014 editions of Southwest Super Lawyers® - Rising Stars in the category of Employee Benefits.. In his estate and tax planning practice, Mr. Wand helps his clients identify and implement their tax and estate planning goals, utilizing the instruments and techniques best suited to each client’s needs, including revocable and irrevocable trusts, wills, powers of attorney, donor advised funds, family limited partnerships and private foundations. In his time at Lewis Roca Rothgerber LLP, Mr. Wand has also developed substantial experience helping young professionals and new parents plan for the unexpected in a tax-efficient and uncomplicated manner. Mr. Wand also counsels clients on a variety of matters related to the taxation of distributions from qualified and non-qualified retirement plans. In 2014, Mr. Wand was recognized by AZ Business Magazine as a Top Lawyer in the category of Trusts and Estates.. Prior to joining Lewis Roca Rothgerber, Mr. Wand worked for United States Senator Jon Kyl of Arizona and United States Senator Dianne Feinstein of California.  During his time in Washington, D.C., Mr. Wand also served as a legal extern to the United States Senate, Committee on the Judiciary’s Subcommittee on Terrorism, Technology & Homeland Security.. While in law school, Mr. Wand was a Georgetown University Global Teaching Fellow and a member of Georgetown University’s Barrister’s Council, Appellate Advocacy Division.