Top best Estate Planning Lawyers Near me in ZIP 85260

Whitney practices law in the areas of federal taxation, sophisticated estate planning, probate and trust administration, IRS tax disputes, business formations and transactions.. Whitney received his bachelors degree in Bank Financial Management in 1987 from Arizona State University; his MBA (summa cum laude) in 1995 from the University of Phoenix; and graduated from the Arizona State University College of Law in 1998. He has been a certified public account (CPA) in Arizona since 1993. He is admitted to practice in all Arizona State Courts, the Federal District Court, District of Arizona, and the US Tax Court.. During law school, Whitney served as the Articles Editor for the ASU Law Journal, clerked for the Office of the Attorney General, Tax Section, and worked as a City Prosecutor through the ASU Law Clinic Program. Whitney is a national lecturer to CPAs and attorneys on effective multi-generational IRA planning, sophisticated designs for estate planning, income tax planning, business formations and asset protection issues. He has authored ten published articles in the Journal of Arizona Taxation for which he was named a life member to the National Registry of Who’s Who.. Prior to law school, Mr. Sorrell worked five years as a Revenue Agent for the United States Treasury, Department of Internal Revenue (IRS). While at the IRS, he received special training as an expert witness, and for conducting fraud and employment tax audits. He received IRS outstanding performance awards, and in 1995 taught negotiating skills, interviewing and forensic audit courses to other Revenue Agents.

Trevor S. Whiting is a founding attorney, along with Matt Dana, of DANA WHITING LAW. He works with families and business owners in facilitating the transfer of wealth to his clients' heirs in the most efficient manner, minimizing the tax burden to the family along the way. Whether assets are to be transferred to a spouse, children, key employees, charities, or others, whether during life or at death, he develops the necessary strategies to make sure that his clients' objectives are accomplished utilizing the necessary trusts and business entities and cutting-edge estate planning techniques. Trevor is a true "tax nerd," a nickname he wears with honor. His strong background in tax law is beneficial in addressing the tax issues that arise while creating an estate plan, administering an estate, and planning the succession of a family-owned business. Trevor successfully handles the estate and income tax issues related to dealing with out-of-state fiduciaries or trusts and estates owning property in multiple jurisdictions. Trevor has spent his legal career working with individual clients with regards to their estate and business planning needs. Prior to the founding of DANA WHITING LAW, Trevor spent three years in the estate planning group in the Phoenix office of a national law firm. Before that, he was a partner in the Dana Law Firm, which was established by Matt Dana in 1989. A native Arizonan, Trevor attended law school at Seton Hall University School of Law in New Jersey. Following graduation, he worked in the New York City office of Deloitte Tax LLP, where he assisted corporate and partnership clients with complex tax transactions and multistate income tax compliance issues. Trevor was born and raised in the White Mountains in Eastern Arizona. Growing up in the small, rural community of Eagar/Springerville, he learned to love spending time in the outdoors. Trevor and his wife, Anaclea, have five daughters, so Trevor has spent his time as a father trying to convince his girls to love football, wakeboarding, camping, the ASU Sun Devils, and Arizona Cardinals as much as he does. He must be a doing a pretty good job because his daughters try their best to make him proud and be daddy's girls. Or, maybe it it's because Anaclea is the best wife and pushes the girls to try to make their dad happy.

Scottsdale-Phoenix attorney Katrina Vitale, J.D., LL.M. focuses her practice on estate planning, probate and trust administration, and guardianships. With more than two decades of experience, Katrina provides her clients with personalized service to meet and protect their personal and business goals.. Katrina is a director with the Scottsdale Bar Association and a member of the Central Arizona Estate Planning Council. She is also a member of the Arizona, New Jersey, and Pennsylvania State Bar Associations.. Over the past 12 years, Katrina’s peers have honored her with multiple peer rankings for her professional achievements. In addition to her Superb Attorney Rating held with AVVO for the past 10 years, she holds an AV Preeminent Rating with Martindale Hubbell for highest possible rating in both legal ability and ethical standards. Katrina is also a recipient of the SJ Magazine "Awesome Attorney", “Rising Star” and “Top Lawyer” awards, and she is a recipient of the distinguished E. Henrietta Roesler Women in Law Award presented by the Gloucester County Bar Association.. Katrina previously served on the District IV Ethics Committee for the New Jersey Supreme Court for eight years. Prior to that service, she served on the District IV Fee Arbitration Committee for the New Jersey Supreme Court.. Katrina graduated with honors from Rutgers University in 1994 with a B.A. in Political Science and earned her Juris Doctorate from Rutgers University School of Law in 1998. Katrina has recently earned her Master of Laws in Taxation at Villanova Law School.

Matthew S. Dana, JD, LLM, CPA, CLU, is the founding attorney with Trevor Whiting of DANA WHITING LAW. He has literally spent his entire life in becoming the best estate planning lawyer he could be. From college, to law school, to professional designations, to work experience, to family life, every aspect of his life has shaped and molded him into one of the leading estate planning attorneys in the Phoenix Metropolitan area, if not the entire State of Arizona.. Most recently, in October of 2017 Matt fulfilled a three year contract to lead the trust and estate practice group in Arizona for a national law firm of nearly 500 lawyers.. The thirty years prior to that, Matt was the founding attorney and managing partner for the DANA LAW FIRM, P.A. which he established in 1989. Under Matt's leadership, the Dana Law Firm grew to be one of the largest and most preeminent law firms in Arizona. Dana Law Firm suspended the practice of law in 2014 when both Matt and Trevor joined the national law firm.. His commitment to his clients is demonstrated not only through his words, but also through his actions. Matt practices exclusively in the areas of estate planning, probate law and trust administration. In order to remain on the cutting edge of estate planning, Matt continues his education studying recent estate planning developments, tax court cases and attends numerous national estate planning conferences on an annual basis.. With all of his professional designations Matt must maintain 40 hours of continuing education each year whereas the average attorney only must maintain 16 hours of CLE.. He has developed a national network of estate planning attorneys and other professionals which is helpful for his clients that have property and businesses in multiple states. In addition these relationships with other professionals gives him a broader insight as to strategies that others have developed.. Matt has counseled hundreds, if not thousands, of clients who have sought estate planning and probate advice. His clients range from modest estates to the extremely wealthy. He believes that all clients are entitled to the best estate planning strategies used across the country and at legal fees that are fair and reasonable to the client.

Ken has been providing quality legal services to his clients since 1997. He has a wide array of general civil litigation experience including, but certainly not limited to Insurance Coverage, Insurance Defense, Premises Liability, Dram Shop, Commercial Litigation, Products Liability, Business Advice and Litigation, Probate and Trust Disputes, Elder Abuse, and Trustee and Private Fiduciary Advice and Litigation.. Over the past 19 years, Ken has focused his practice on litigation and resolving disputes as expediently and efficiently as possible. If the matter does lead to litigation, Ken is prepared to do what is necessary to get the best results possible. Ken has conducted numerous contested hearings, bench trials, and jury trials with significant appellate experience.. Prior to graduating from law school, utilizing detailed financial analysis, Ken traded fixed income securities for the largest clearing firm on Wall Street. Ken’s trading and legal experience have given him a foundation to understand complex financial and accounting issues, which he utilizes in practice today. Ken’s legal success stems from his dedication to finding an efficient and effective resolution of his clients’ disputed issues. Ken educates, counsels and guides each client through the litigation process so they can make informed decisions, and takes pride in building strong relationships with his clients. He not only understands the law but understands his clients’ present and future concerns and goals.. Ken has experience representing clients from individuals to Fortune 500 companies in state and federal courts;involving matters ranging from multi-billion dollar complex accounting/legal malpractice cases to car accident cases.. Ken has defended transportation clients in catastrophic injury, personal injury, wrongful death, and property loss claims and lawsuits on a local, regional and national basis. His experience includes handling all types of cases, from the multiple party catastrophic cases that demand a seasoned trial lawyer with decades of experience to the more routine case involving smaller or moderate exposure.. Ken joined Resnick & Louis three years ago and his experience and expertise have continued to grow and develop. Ken currently dedicates approximately 50% of his time handling general liability and bodily injury defense cases, many with exposure in excess of $1 million. Ken also is a Judge Pro Tempore and sits on the civil, probate and family law bench from time to time.. For construction clients, Ken litigates and resolves matters relating to additional-insured coverage, liability shifting like owner-controlled insurance programs (“OCIP”), excess insurance coverage, deductibles, self-insured retentions, and other issues that frequently arise in construction-defect litigation.. Ken is married and has two children. He enjoys playing his guitar, scuba diving, and spending time with his family.

I was a Legal Assistant for 13 years before starting law school, working in the area of estate planning, probate, guardianship/conservatorship, and tax.. Prior to law school I worked as a corporate acountant for a major computer software firm.. I have two grown children and four grandchildren.

I have been practicing law over 20 years.  I counsel individuals and businesses in areas including; corporate formation, buy/sell agreements, employment and tax issues, contracts, leases, wills and trusts.. I offer a free consultation so I can get to know you and your issues.  I will also travel to you.

At the Law Office of Luke Reynoso, PLLC, we are committed to providing comprehensive Estate Planning, Trust, and Probate Administration services, along with adept guidance in Small Business Law and taxation strategies. We handle matters ranging from simple to highly complex with a deep-seated passion to educating our clients. Our mission is to facilitate clear communication, enabling clients to make informed decisions with ease. This approach guarantees precise and tailored legal solutions, aimed at safeguarding your legacy and assets for the future generations to come

Active in both the business community and the charitable arena. Provides services for several charties as a member and as counsel. Has a strong desire to make the legal industry less onerous by making house calls, offering free initial consultation, and explaing the process in detail so all decisions are made knowingingly based on the matter and the current law.

Abigail Neal is a second generation Arizona native who loves Arizona and is passionate about helping people achieve their personal and professional goals. Abby Neal has been practicing law in Arizona since 2008. She practices primarily in the areas of estate planning and probate, business law and contracts.

Experienced Estate Planning attorney serving clients in Scottsdale and surrounding areas.

Experienced Estate Planning attorney serving clients in Scottsdale and surrounding areas.

Experienced Estate Planning attorney serving clients in Scottsdale and surrounding areas.

Experienced Estate Planning attorney serving clients in Scottsdale and surrounding areas.

Experienced Estate Planning attorney serving clients in Scottsdale and surrounding areas.