Top Estate Planning Lawyers in ZIP 85260 | 14 available

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.

Kimberlee Handy utilizes her backgrounds in law, psychology, and family development to achieve her clients’ goals quickly, caringly, and inexpensively. Kimberlee’s years of experience in mediation greatly enhances her ability to. negotiate and advocate for the best interests of her clients.. Kimberlee is dedicated to providing each of her clients with personalized, professional, and highly effective legal representation. She and her staff do everything possible to make clients feel valued and respected.

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

After spending more than a decade in “big law,” Allison L. Kierman founded Kierman Law, a woman-owned small business focusing on life and estate planning. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation.. Allison understands that making plans to ensure your family’s future and financial security is complicated and may involve sensitive issues. As a mother of two, Allison has the knowledge and understanding of how difficult it is to think of leaving your children with a guardian and will help you carve the best plan for ensuring your children’s future success. Allison is a natural care-taker, and will protect your family needs in a confidential, detailed, and sophisticated manner. Allison provides unique and creative solutions to difficult estate planning questions and never loses sight of the big picture. Allison can be entrusted to help you allocate life insurance proceeds, minimize estate taxes, protect your assets from creditors, and control distribution of assets to young children, special needs family members, family members with failing health, and family members who have made questionable life choices. Allison’s goal is to ensure that your estate goes to whom you want in the way you want.. Allison also provides general business consulting and counseling for those families who are also business owners and demand advice on business structuring and trusts. Allison coordinates her efforts with financial planners, accountants, and other advisors to ensure consistency and verity that all aspects of the estate plan are properly implemented.. Allison has been named a Southwest Rising Star by Super Lawyers since 2012, a designation given to the top 2.5% of lawyers in Arizona or New Mexico who are either forty years old or younger or have practiced law for ten years or less.

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.