Top Estate Lawyers Near Me in Phoenix Area
Explore Insights into Top-rated Estate lawyers serving Phoenix and surrounding communities in Maryland.
818 Estate Lawyers Found Near You
Mr. Thornley is extremely well versed in both Criminal Law and Real Estate Law.. Mr. Thornley is a successful trial attorney in Phoenix Arizona. He spent years working for a large corporate defense firm. His experience was invaluable; however, he personally believes representation is more effective in a more personal environment where individual attention is on the client and not on the firm’s bottom dollar.. Mr. Thornley has earned a reputation for successful representation of clients in a range of criminal matters. He has effectively guided clients through some of the most serious crimes including manslaughter and serious sex crimes. His representation of clients has included those facing misdemeanors up to serious felonies with possible life sentences. Mr. Thornley’s extensive practice includes first chair trial experience in court rooms throughout the State of Arizona.. Over the years, Mr. Thornley’s training and understanding of law enforcement practices has led clients through sensitive government investigations. He has extensive experience with law enforcement agencies throughout the State of Arizona and dissecting issues that arise when law enforcement fails to conduct a thorough and ethical investigation.. Mr. Thornley has successfully resolved a number if significantly serious felonies and has persuaded authorities not to pursue charges. Mr. Thornley has been effective in aggressively pursuing his client’s rights when a case is charged.. Mr. Thornley has also been effective in representation of clients facing probation violations and restitution issues. In issues involving serious Sex crimes he has helped clients avoid lifetime probation and registration. Mr. Thornley has been successful in obtaining dismissals in many misdemeanor cases involving charges such as assault, disorderly conduct, criminal damage and domestic violence cases.. Inevitably, when clients face charges for a crime or crimes they did not commit, Mr. Thornley has shown to be effective and aggressive in pursuing a not guilty outcome and in many instances have received directed verdicts when the state has failed to live up to their burden.. In his very first jury trial, Mr. Thornley represented a client who was facing Life in Prison. Mr. Thornley’s client was acquitted of all counts after a 3-week trial.. During his time in law school, Mr. Thornley interned with Prosecutors in Gila Counties Dangerous Drugs division as well as with prosecutors of Avondale, Tolleson, and Buckeye where he prosecuted cases as an Arizona Supreme Court Certified Student.. Mr. Thornley is licensed to practice in every court in the State of Arizona including the Federal District of Arizona.. Mr. Thornley is also admitted Pro Hac Vice in the Washington DC Federal District Court.. Mr. Thornley is a member with the DUI Defense Lawyers Association.. We are happy to sit down for a free consultation to discuss how we can fight for you!. Don’t wait to call! When your life is on the line and so much is at stake, Thornley Law Firm can help relieve a stressful and terrifying situation.. Mr. Thornley has also held an active Real Estate License since 2013. He has been party to millions in purchases and sales. He has extensive experience in real estate transactions and has the expertise to know where and when problems may arise. Mr. Thornley also has experience with Home Owner’s Associations and the problems that may arise when dealing with these entities. Mr. Thornley has also assisted in property disputes and has assisted in successfully resolving a variety of property dispute issues.
Mr. Rose is a founding Senior Member and was the Chairman of the Board of Directors of The Cavanagh Law Firm from the firm’s inception in 1999 until 2011.. Practicing primarily in the areas of real estate and business transactions, Mr. Rose specializes in purchase and sale agreements, leases, shopping center development, commercial real estate finance, workouts and financial restructuring, office building development, lease and other commercial disputes, landlord and tenant remedies, zoning and land use issues, and appearances before administrative agencies.. He has participated in several local and national political campaigns. He was previously chairman of the International Council of Shopping Centers Arizona Government Affairs Committee.. Active in the community, he is past chairman of the Chairman’s Circle of the Southwest Division of the American Cancer Society, a member of the American Juvenile Diabetes Foundation, and has served numerous terms on the Board of Directors of Phoenix Rotary 100, the oldest and largest Rotary club in Arizona.
Mr. Rakow graduated Summa Cum Laude from California Lutheran University and recieved his J.D. from The University of California. Terry recieved the award as a Southwest Super Lawyer, solidifying his stature in the practices of commerical litigation, corporate foreclosures/work outs, landlord and tenant, real estate, and transportation.
Mr. Kaffer was born in Belleville, Illinois, a suburb of St. Louis, Missouri. He attended McKendree University in Lebanon, Illinois, on a debate and academic scholarship; was a nationally ranked competitive debater; and, graduated Magna Cum Laude with a Bachelor of Arts degree, having triple-majored in Philosophy, Speech Communication, and Political Science. He was honored upon his graduation as Illinois’ Speech and Theater Collegiate Student of the Year and presented with departmental honors in both Philosophy and Speech Communication. Thereafter, Mr. Kaffer moved to St. Louis, Missouri to attend Washington University School of Law. While at Washington University, he participated in Moot Court and was awarded for Excellence in Oral Advocacy. He also trained in alternative dispute resolution and mediation. Upon graduation, he moved to Phoenix, Arizona, where he was admitted to the State Bar of Arizona in 2004. Mr. Kaffer’s years of competitive public speaking and debate have provided him with a firm foundation for his effective advocacy for our clients. In addition, his specialized knowledge of mediation and communication skills have assisted in making him a skilled negotiator. Mr. Kaffer practices in the areas of real estate law, land development law, construction defect litigation, homeowners’ association law, commercial law, general civil litigation, appellate litigation, and transactional law. Mr. Kaffer‘s broad experience aids his clients in developing comprehensive business strategies ranging from business formation, the drafting of agreements for rendering service or selling goods, negotiating land acquisition and securing entitlements, or engaging in aggressive civil litigation to protect the client’s rights
Mr. Gerity has been admitted to practice law in Arizona state and federal courts since graduating from the Arizona State University College of Law in 1994. He also is admitted to practice law in Colorado and before the United States Patent and Trademark Office. Prior to forming Israel & Gerity, Mr. Gerity clerked for the Chief Judge of the Arizona Court Of Appeals, served as a Deputy Public Defender, where he received extensive trial experience, and worked for several years at a large civil litigation law firm in Phoenix. He then struck out to form his own firm, and also served as of counsel to a prestigious, boutique commercial litigation firm. In law school, Mr. Gerity "wrote on" as an Associate Note And Comment Editor for the Arizona State Law Journal, received honors in legal research and writing, and was awarded Best Appellate Brief. Mr. Gerity received his Bachelor of Science degree from Colorado State University in 1990.. Mr. Gerity's practice areas include trusts and estate planning, elder law, business and intellectual property, bankruptcy, commercial litigation, and general business representation. He has taught classes and given presentations on a wide variety of topics, including teaching at a national paralegal college and teaching a series of courses to management personnel at a top-twenty employer in the Phoenix area. Mr. Gerity has handled over thirty trials and numerous appeals before the Arizona Court of Appeals, the Arizona Supreme Court, and the U.S. Court of Appeals for the Federal Circuit.. When he is not working, Mr. Gerity spends time with his family, and in his "free time" he volunteers for the Phoenix Fire Department as a licensed EMT and sings in a rock cover band.
Mr. Douglas G. Martin is a Certified Specialist in Real Estate Law (Arizona Board of Legal Specialization). His firm, Martin & Bell, L.L.C., focuses it's practice in the areas of condemnation and eminent domain.
Mitch is a State Bar Certified Family Law Specialist. Over the course of his thirty years practicing family law, the majority of his work has been in high conflict, complex domestic relations cases. He has helped high net worth clients address such issues as business and professional practice valuation, commingling of separate and community property, concealment of transactions either during the marriage or the divorce proceedings, attempted sales of businesses during dissolution and transfers of assets without consideration. Included in his area of expertise is presenting claims in determination or modification of spousal maintenance especially when the spouses do not have earning potential parity. In addition, Mitch has negotiated and drafted both pre and post marital agreements and has assisted clients in the enforcement of premarital agreements during divorce proceedings. He has represented parents when determining rights of decision-making, custody, and parenting time in cases involving complexities resulting from infidelity, substance abuse, sexual addiction, special needs and challenged children.. Mitch is a strong proponent of helping clients “opt out” of the judicial system by attempting resolution of issues through alternative means. Often opting out is the strategy that best suits his goal of maximizing the probability that each of his clients obtain a favorable outcome in his or her family law proceeding given their circumstances. Mitch is licensed to practice in Arizona and California.
Mike King is a founding partner of Gammage and Burnham. His practiceemphasizes creditors' rights and construction issues, but also includesconsulting and supervising throughout the firm's areas of areas include emphasis on creditors' rights, including bankruptcycases, general litigation, lender liability litigation, loandocumentation, workouts, foreclosures and forcible detainers as well asdeficiency collection and accounts collection. His client list includesbanks, mortgage companies, distributors in various industries, andleasing companies.Mr. King is experienced in handling largelawsuits involving complex legal issues from crop damage claims andconstruction litigation to sophisticated Uniform Commercial Code cases.Hisreal estate practice includes construction, lending and finance,development, leasing and sales of retail, office, hotel, residential,multi-family and industrial properties and planned communities, as wellas litigation in these areas.Mr. King also representsconstruction clients including architects, engineers, contractors andmaterial suppliers, in lien and bond claims and other litigation, aswell as in contract negotiation and preparation. He is a co-author ofthe Arizona Construction Law Practice Manual & supplement publishedby the State Bar of Arizona.In addition Mr. King representsclients in the organization and structure of corporations, partnershipsand other businesses including shareholder agreements and annualmeetings and filings.Representing lenders and other clients incommercial lending and corporate finance areas, such as stockacquisitions and asset purchases, as well as representing parties toconstruction loans, semi-permanent loans and long-term financing isalso included in Mr. King's practice.Mr. King also advisesclients on day-to-day business transactions, preparing and perfectingsecurity interests, preparing sales and license agreements,distribution agreements, credit agreements, copyright and trademarkapplications, other intellectual property matters, employmentagreements and advice on labor and other issues.Mr. King hasbeen continuously listed in the Best Lawyers in America for bothConstruction Law and Commercial Litigation since 2007. He was alsorecognized in Southwest Super Lawyers in 2007 for Bankruptcy &Creditor Rights. He also has been named one of Arizona's Best Lawyers by Arizona Business magazine for two consecutve years and was recognize as a Top Lawyer by Litigation 2009, A supplement to The American Lawyer & Corporate Counsel American Registry.. An active participant in his community he was awarded the ames F Sullivan Lifetime Achievement Award for leadership and highest of standards among credit professionals. Mr. King is involved with many community non profits including: president of the Washington Elementary School District; Valley of the Sun YMCA; Scottsdale Convention and Visitors Bureau, Phoenix Rotary 100,Leukemia Foundation of Arizona; Desert Mission Neighborhood Renewal; as well as being involved with many committtes of University of Arizona and being recognized for his efforts with the Distinguished Citizen Award from the alumni association. <!-- /* Font Definitions */@font-face {font-family:"Times New Roman"; panose-1:0 2 2 6 3 5 4 5 2 3; mso-font-charset:0; mso-generic-font-family:auto; mso-font-pitch:variable; mso-font-signature:50331648 0 0 0 1 0;} /* Style Definitions */p.MsoNormal, li.MsoNormal, {mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Times New Roman";} {mso-style-parent:""; font-size:10.0pt; font-family:"Times New Roman";}@page Section1 {size:8.5in 11.0in; margin:1.0in 1.25in 1.0in 1.25in; mso-header-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} {page:Section1;}-->
Michael Irish is a fully-functioning transactional business & real estate attorney, focusing his practice (iLaw, PLLC - Founded 2018) on contract work, looking to transition into a General Counsel or in-house type role. Michael is also a licensed mediator, tries to resolve all conflicts, and is planning on using these talents someday behind the bench in the judicial ranks. Michael is the sole Republican 2024 Candidate for Justice of the Peace - Moon Valley, also the only licensed attorney running, so it should be a no-brainer...but the general public is allowed to vote.. • Specializations: contracts, corporate business, real estate, landlord-tenant (commercial and residential), and private lending• Engages in the acquisition, development, financing, leasing, sale and management of office, industrial, retail and mixed-use properties, incl. negotiating/drafting construction contracts, leases (office, industrial, residential, ground and retail), purchase and sale agreements, CC&Rs, development agreements, acquisition, development, construction and permanent financing and all other types of lending transactions• Represents property owners in regards to all matters relating to the ownership and management of commercial real estate, in addition to representing both lenders/borrowers in a variety of finance transactions (loan originations - workouts of troubled loans)• Assists landlords, property/asset managers and other clients in regards to resolving landlord-tenant disputes, FED (eviction) actions, rent collections, and the enforcement of creditors’ rights in bankruptcy, in addition to other types of commercial and real estate litigation• Provides counseling as well as services in forming limited liability companies, partnerships and corporations, drafting operating agreements, partnership agreements, joint venture agreements, shareholders agreements and buy/sell agreements, employment agreements, non-competition and confidentiality agreements, negotiating and documenting all other forms of business transactions• Managed document review projects, discovery motions; experienced in taking and defending depositions, legal research, preparing legal memoranda: Complaints, Answers, demand letters, AZ Corporation Commission filings, corporate dissolutions, and liquor licensing
Michael Halliday is the trusted choice in the Valley of the Sun for his extensive knowledge of estate planning, hometown family approach to problem solving, and his reputation for doing things the right way.
Michael Beethe’s practice focuses on real estate and business litigation. He is an experienced litigator, with a strong background in real estate and business transactions. In addition, Mr. Beethe assists his clients in the areas of corporate law, real estate development, commercial and healthcare transactions and complex loan workouts.. Mr. Beethe has received an AV-rating by the Martindale-Hubbell Law Directory predicated on his legal expertise and professionalism. For 12 straight years (2012-2023), he has been recognized as a Southwest Super Lawyer by Law and Politics, and AZRE has named Mr. Beethe among the “People to Know in Commercial Real Estate.” Mr. Beethe is also named a “Top Attorney” by Arizona Business Magazine and Ranking Arizona in the areas of Real Estate, Real Estate Transactions, and Commercial Litigation.. Mr. Beethe is one of the nation’s leading equine law practitioners. He is actively involved as a principal in Beethe Arabians, his family’s flourishing and respected Arabian horse operation. An experienced horseman, Mr. Beethe has earned National Championships in ten different disciplines, in the Arabian and National Show Horse arenas, and has three times been named Amateur Exhibitor of the Year by the Arabian Professional and Amateur Horseman’s Association. Mr. Beethe is a National/Regional certified judge for both Arabians and National Show Horses, and has judged multiple regional and national shows. He is widely published in monthly Equine Law columns in nationwide magazines such as The Arabian Horse Times and Saddle & Bridle. He has also been a featured speaker at many Equine Law seminars, including the National Equine Law Conference, sponsored by the University of Kentucky School of Law.. Mr. Beethe received a Master’s in Business Administration and Juris Doctor from the University of Missouri – Kansas City. During law school, Mr. Beethe was the Editor-in-Chief of The Urban Lawyer, the American Bar Association’s official publication on real estate and government law, and the third most highly circulated law journal in the nation. Mr. Beethe was also a member of the U.M.K.C. Law Review, where he published his Comment, Railroads Suing Injured Employees: Should the Federal Employers' Liability Act Allow Railroads to Recover From Injured Railroad Workers For Property Damages? Following law school, Mr. Beethe excelled on the Arizona State Bar Exam, achieving the third-highest score. He is currently a member of the State Bar of Arizona, and is also admitted to practice in the Arizona Supreme Court, Missouri Supreme Court, Kansas Supreme Court (inactive) and the United States District Court, District of Arizona.. Specialties: Real Estate and Business Litigation, Corporate Law, Real Estate Development, Commercial and Healthcare Transactions, Complex Loan Workouts and Equine Law
Mathew E. Holm, Esq. was born and raised in northern Ohio and attended the College of Wooster in central Ohio. While at the College of Wooster Mathew majored in Philosophy, earning high academic honors, served as Captain of the Men’s NCAA nationally ranked swim team and also as a Resident Advisor. As part of the nationally renowned Independent Study program at Wooster Mathew successfully completed a nearly 100 page thesis on Ethical Theory.. After earning a Bachelor of Arts he moved to Los Angeles where he worked in the financial services industry for approximately 5 years including time at Citigroup Inc., and at Merrill Lynch as a Financial Advisor. He also completed the L.A. marathon in 2003.. Mathew attended law school at Chapman University School of Law where he served as President of the Business and Investment Law Society for 2 years and also served as a member of the Tax Law Society. He earned high honors in various business law classes. He graduated in 2009 from law school, moved to Arizona and passed the bar exam.. Mathew is licensed by the Supreme Court of Arizona, is admitted to practice in United States Federal Court and is a member of the Arizona State Bar.. After working for various law firms and companies, including Google Inc., he founded this law firm, the IBC Law Firm, a Professional Limited Liability Company, in 2013.. The IBC Law Firm is continuously striving to be one of the top business law firms in the State of Arizona.
Keo'vonne WIlson Legal PLLC is a Trust and Estate planning firm that facilitates mediations in addition to legal counsel in the area of contracts and family law. The firm is dedicated to providing efficient and effective preventive counsel to every client.. Keo'vonne Wilson is a native south Floridian and moved to Phoenix, Arizona from Seoul South Korea to attend law school. Prior to attending law school, Ms. Wilson worked as a legal assistant in a bankruptcy law firm, a model and actress in New York and as a teacher in South Korea. These diverse careers instilled in Ms. Wilson professionalism, drive and a sense of humor.. Ms. Wilson is a certified mediator at the Arizona Attorney General's Office in the Civil Rights Division. She also volunteers at Wills for Heroes, a program that provides wills to first responders, military, fire fighters and police officers. Ms. Wilson also gives her time as a volunteer with the Maricopa Bar Association's Volunteer Lawyers Program, where she assists low income Arizonians with gaurdianship rights and provides free estate planning assistance to low income individuals with AIDS/HIV.
Kelsi is a dedicated attorney practicing estate law. She is focused on ensuring her clients’ legal needs are met with promptness and efficiency. Kelsi is recognized for her expertise by The Best Lawyers in America©, 2024 and 2025 editions, Super Lawyers®, 2022, 2023, and 2024 editions, and featured in Phoenix Magazine’s Top Lawyers in Wills, Trusts, & Estates, 2022, 2023, and 2024 editions. With a commitment to personalized service and a track record of success, she provides reliable legal counsel tailored to each client’s unique situation.. With a focus on effective client communication, Kelsi ensures that her clients fully understand the intricacies of estate planning and administration. Whether guiding them through the process of creating an estate plan or assisting in the administration of a loved one’s estate, her clarity and expertise shine through.. After completing an estate plan with Kelsi, clients not only gain a legally sound document but also a deep understanding of its intricacies. She ensures that her clients feel empowered and confident in their estate plans, knowing that each aspect has been meticulously tailored to meet their individual needs and circumstances. By taking the time to educate her clients and address any questions or concerns they may have, Kelsi fosters a sense of trust and assurance that their wishes will be carried out as intended. With her guidance, clients can rest assured that their estate plans are not just legal documents but reflections of their unique preferences and priorities.. Another cornerstone of Kelsi’s practice is her exceptional communication skills, which enable her to effectively manage estate and trust administration for clients residing outside of Arizona. Despite the geographical distance, she ensures seamless communication with her out-of-state clients, keeping them informed and involved every step of the way. Through clear and timely correspondence, Kelsi navigates the complexities of estate and trust administration, providing personalized guidance and reassurance to her clients regardless of their location. Her commitment to open communication fosters strong client relationships built on trust, reliability, and peace of mind, ensuring that distance is never a barrier to exceptional legal representation.. With a diverse background that spans years of experience in probate, trust administration, litigation, and estate planning, she brings a wealth of knowledge and perspective to her practice. Kelsi’s previous roles at a boutique estate planning law firm and with the Board of Veterans Appeals in Washington, D.C., have provided her with invaluable insights into the intricacies of estate law and related fields.. Outside of her legal practice, Kelsi is passionate about giving back to the community. She serves in an executive role on the Board of Governors for the Arizona State Bar and is also actively serving on the Board of the Arizona Bar Foundation. When she’s not advocating for the legal profession, Kelsi loves to spend quality time with her husband, elementary-aged son, and their min pin. Early mornings are often spent hiking the beautiful trails of Arizona.
K. Bellamy Brown is a shareholder with The Cavanagh Law Firm in Phoenix, Arizona. Mr. Brown has wide experience representing clients in a variety of transactional and healthcare law matters. He has represented the Kuwait Investment Office, Westcor Development, Macerich, General Growth Properties, Kimco, Inc., Farallon Partners, and Russ Brown Realtors in complex real estate transactions and leasing matters. He also has substantial experience in software licensing and transfer agreements, the purchase and sale of businesses, and healthcare law matters, including HIPAA compliance, as well as the creation and organization of PSOs. He has represented major real estate developers in significant matters before the Arizona Supreme Court and is licensed to practice before the U.S. Supreme Court. Mr. Brown has also served as a lecturer for various professional groups including the National Business Institute. Mr. Brown received his J.D. from Columbia University, where he served on the Board of Editors of the Columbia Journal of Transnational Law, and his B.A. with high honors with distinction from Brigham Young University.
John Coll is an experienced probate and trust lawyer who has litigated successfully in state court, federal district court, the Arizona Court of Appeals and the Arizona Supreme Court. His practice is focused on probate and trust administration, uncontested and contested wills, trusts, insurance claims, surviving spouse's rights, wrongful death and personal injury..
Jeffrey Manley practices in the areas of estate planning, estate and trust administration, litigation, and corporate law focusing on counseling high income and high net worth individuals, families and closely held business organizations on tax, succession and asset protection utilizing a multidisciplinary integrated approach. Mr. Manley has over 30 years of experience serving as general counsel for multi-generational families, closely held businesses and professional corporations, preparing succession plans, minimizing taxes and avoiding litigation.. Areas of Concentration. Significant Representations. Professional & Community Involvement. National Board of Visitors, The University of Arizona College of Law, State Bar of Arizona. American Bar Association. Maricopa County Bar Association. Valley Estate Planners. Central Arizona Estate Planning Council. Arizona Community Foundation. Phoenix Children's Hospital Foundation. Phoenix Art Museum. St. Theresa Perpetual Fund. Catholic Community Foundation. University of Arizona Foundation. UBS Attorney Network
Jeanne Y. Chanen is ranked in the Martindale Hubbell Bar Register of Preeminent Lawyers as an AV rated lawyer (the highest designation by this respected legal publication). She has practiced for over 34 years, and specializes in real estate law, real estate-based financing, contract negotiations and general business law. Ms. Chanen strives to add value to transactions by bringing her decades of experience to streamline the negotiation and documentation processes on behalf of her clients. Ms. Chanen is a member of the Arizona State Bar. The website for the law firm of Jeanne Y. Chanen, P.C. is . Call.
James X. Theut is an associate attorney at Theut & Scaringelli, P.L.C. He attended Arizona State University, where he earned a Bachelor of Science. While attending law school in Chicago, James worked for the Honorable Anthony Kyriakopoulos, Cook County Circuit Judge. He spent most of his time in Illinois working on Federal criminal defense matters under Richard Kling, noted Clinical Professor of Law. James earned his Juris Doctor from Chicago-Kent College of Law in 2019. His practice consists of Probate, Estate, Trust and Protected Person matters. James is a native Arizonan and has held an Arizona real estate salesperson’s license since shortly after his 18th birthday. James is admitted to practice law in Arizona and Illinois and is a member of the National Academy of Elder Law Attorneys.
James S. Gibson’s practice focuses on real estate transactions, with an emphasis on purchase and sale transactions; commercial leasing; real estate secured loans; easements and licenses; and the planning and development of commercial and residential properties. James advises property owners, landlords, tenants, lenders, developers, homebuilders, investors and owners’ associations in real estate issues including the preparation and negotiation of purchase/sale, lease and option contracts, easements, loan documents, development agreements, CCRs, title insurance, and contractor, broker and management agreements.. Prior to his career in law, James was involved in real estate research throughout southern Arizona as the land-use coordinator for the Grubb & Ellis Commercial Real Estate Company and as a researcher with the Drachman Institute for Land and Regional Development Studies in Tucson, Arizona. A native Arizonan, James earned his Bachelor of Science degree in Regional Development, magna cum laude, from the University of Arizona. James received his law degree from Gonzaga University School of Law, where he graduatedmagna cum laude. He is an active member of the State Bar of Arizona and the State Bar of New Mexico.. In 2012, James was honored as one of Arizona’s Finest Lawyers for his demonstrated record of high achievement, legal skills and well-earned reputation for integrity. He also has been named as Southwest Super Lawyer since 2017, and he has been listed in The Best Lawyers in America since 2013.
In addition to the formulation of estate plans while addressing wealth transfer tax issues and income tax issues, David has vast experience in assisting clients in estate and trust administration and dispute resolution, and various family business planning and succession planning matters. He has expertise in the preparation of all related estate planning and trust documents and related transactional documents.. COURT AND BAR ADMISSIONS: State Bar of Arizona (1976) State Bar of California (1973) U.S. Tax Court (1974) U.S. Supreme Court (1997) U.S. Federal District Court, Arizona and CaliforniaPROFESSIONAL AFFILIATIONS & MEMBERSHIPS: Arizona Community Foundation Professional Advisory Board Member 2009-2010 Chair of the Executive Counsel of Probate & Trust Section of State Bar of Arizona Tax Section, Real Estate Section, and Probate and Trust Section of State Bar of Arizona Arizona Bar Foundation, Fellow Central Arizona Estate Planning Council (former president and director) State Bar of California Probate & Trust Section American Bar Association Real Property, Probate and Trust Section and Tax SectionHONORS, APPOINTMENTS AND AWARDS: Best Lawyers in America Southwest Super Lawyers Arizona's Finest Lawyers American College of Trust & Estate Counsel, FellowPUBLICATIONS AND SPEAKING EXPERIENCE: Published articles in the Arizona State Law Journal, Arizona Bar Journal, and other State Bar of Arizona publications. David has been a speaker for various tax and estate planning seminars, including the State Bar of Arizona and Arizona Community Foundation.
In 2003, Nicole obtained a Bachelor of Science degree from Arizona State University, with a major in Criminal Justice. Having spent several years as a paralegal in Arizona law firms, exclusively in the field of estate planning, Nicole graduated law school in 2011 and entered the practice of law, focusing on estate planning and related matters.. Nicole’s success as an attorney stems from her focus on client relations and problem solving; areas of practice include estate planning, LGBT planning, asset protection, business formation and contract review and preparation. She is known for her outstanding personal attention to each client.. Nicole likes to run 5k's to marathons and has run a total of 50 races over the last 10 years.. Nicole also likes to play golf. She started playing golf at age 8 and received a golf scholarship to Wichita State University.
I've successfully resolved hundreds of real estate and landlord / tenant disputes. I focus my practice on quiet title, breach of contract and negligent misrepresentation litigation.
I understand the importance of getting the right attorney for you Estate Planning needs. My background in banking and real estate have enhanced my ability to understand the issues and challenges facing families as they prepare their estate plan. I have helped people plan their multi-million dollar asset estate plan as well as for the average person who just wants to make sure that what they have is looked after and planned for. I have presented to multiple organizations on how best to plan their final estate and worked closely with trusted financial advisor to make sure we have the right plan in place for you. I welcome direct client interaction because I want to you to know me and gain your trust. I pride myself on post plan follow up to make sure you have what you need and answer additional questions.
I help families understand and plan for the transition of wealth and values at the lowest possible overall cost. I create plans designed to preserve and protect family values and their wealth. When decedents fail to plan or the plan does not work, I help resolve disputes between interested parties.