Top best Business Lawyers in Scottsdale | 470 available

Michael W. Margrave has been a practicing attorney in Arizona since 1968. Mr. Margrave graduated from Texas A&M University in 1963 and received his Masters Degree in accounting and Law Degree from the University of Arizona in 1965 and 1968, respectively. He concentrates in company law, real estate law, business acquisition and disposition transactions, and estate planning. He is rated A/V preeminent by Martindell-Hubbell since June, 1998. He is also a Certified Public Accountant. Michael is past president of the American Association of Private Railcar Owners Inc. and is currently VP-Legal and a member of the Board of Directors. He is also VP-Legal for the Arizona Railway Museum.

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.

Martin R. Galbut brings decades of counseling and litigation experience to the firm. He combines a distinct blend of corporate, securities, banking, real estate, antitrust, intellectual property, and finance counseling and litigation experience with tenacious thoroughness and unmatched client service. Martin represents both plaintiffs and defendants in a broad range of cases involving securities, banking and finance, labor and employment, corporate governance, intellectual property, antitrust, real estate, environmental, regulatory, and health care matters.. Martin is widely regarded as one of the leading business attorneys in Arizona. His excellence has been recognized as such on many occasions by The Best Lawyers in America®, Southwest Super Lawyers®, Who’s Who in American Law, Who’s Who in America, Legal Leaders, AZ Business Magazine, The Phoenix Business Journal, Phoenix Magazine, Arizona Executive Magazine, and AZ Big Media. He was named Best Lawyers 2019 Phoenix Lawyer of the Year for Litigation – Banking and Finance; 2017 Phoenix Lawyer of the Year for Corporate Governance Law; and 2015 Phoenix Lawyer of the Year for Corporate Governance Law.. Because of his extensive experience and broad background across the wide range of legal practices areas implicated in running a successful business, Martin has the unique ability to provide fractional general counsel services in a manner that takes into account all relevant considerations – monetary and otherwise.. Martin's efficacy as an attorney and reputation for providing counsel in an ethical way have engendered great respect for him within the Arizona legal community. This respect is recognized by, among other things, his receipt of the Martindale-Hubbell® AV Preeminent rating (the highest possible peer review rating in legal ability and ethical standards) for the last 36 years (1984–2020).. Martin has been a lecturer and moderator for the State Bar of Arizona’s continuing education programs and a frequent panelist at professional conferences on securities, commercial real estate, and intellectual property law. He has also published numerous articles and seminar materials in the areas of securities law, commercial real estate litigation, arbitration, and mediation.. Appointed by the Governor of Arizona, Martin served on the Governor’s Task Force on Urban Air Quality. Appointed by the Mayor of Phoenix, Martin served on the City of Phoenix Environmental Quality Commission. For several years, Martin also chaired the Arizona State Air Pollution Control Hearing Board. He has served as an arbitrator for the American Arbitration Association (AAA), National Association of Securities Dealers (NASD), and Financial Industry Regulatory Authority (FINRA).. Martin graduated from Northwestern University in 1968. He earned his law degree cum laude from Northwestern University Law School in 1971, where he was an Editor of the Northwestern University Law Review, a Clarion DeWitt Hardy Scholar, a Francis S. Kosmerl Foundation Scholar, and a recipient of the first 'Student Who Contributed the Most to the Intellectual Life of Northwestern University' award.. In addition to the law, Martin’s passions are his family, international travel, landscape painting, and collecting art and antiques. In 2019, he won First Place in Painting in the Arizona Bar’s Creative Arts Competition. Martin won this same award in two prior years. His works were most recently featured in the Arizona Attorney magazine in May 2019.

Mark is an avid sailor having had the opportunity to sail in the British Virgin Islands, Hawaii, San Diego and the lakes in the Arizona desert.  He was instrumental in forming the Arizona Sailing Foundation, a 501(c)(3) educational organization devoted to teaching sailing to underprivileged children.

Mark Andersen is the managing partner of ANDERSEN PLLC. Mark established ANDERSEN PLLC in December 2013 with a vision: (1) to serve families and provide support during times of transition or death of a loved one, (2) to improve the quality of life of those who are no longer able to provide for their own needs, (3) to create order in the estate plans of individuals and to observe their intent, and (4) to promote the visions of other small business owners.. Mark earned a Bachelor of Science degree in accounting from Arizona State University in 1999. In a prior career in public accounting that began in 1999, Mark audited large and small businesses, and provided due diligence with regard to purchases of other businesses. He worked as a staff auditor for Ernst & Young in Phoenix for two years, and passed the CPA exam in November of 2000. While in law school in Chicago, Mark advised clients on commercial real estate transactions as a senior consultant for RSM McGladrey. Mark began practicing law in the area of trusts and estates in 2006. From there, he branched into other areas of law, including guardianships, conservatorships and estate litigation.. Mark graduated from the DePaul University College of Law in Chicago, IL in 2005. He was admitted to the Illinois bar later that year, and passed the Arizona bar in July of 2006. After four Chicago winters, Mark had enough and moved his family, which includes his wife (Katie) and two fun-loving kids (Gracie and Brian), back home to Arizona, where they can spend more time with both sets of grandparents. Daughters Rosie and Lottie came along in the years that followed. There are few things that mean as much to Mark as seeing families get along and honor their parents.

Loren Molever, Attorney At Law. Loren Molever has been a Valley resident for over 50 years, having graduated from high school in Scottsdale and attended Arizona State, obtaining his undergraduate degree (cum laude) from Arizona State University in Television Production in 1977 and his juris doctorate from Arizona State University in 1982.  Loren has been practicing law in the Valley for 40 years after ending a brief career as a production assistant for CBS-TV sports, assigned to the PGA Tour.   Loren practices in the area of business law, emphasizing dispute resolution, business consulting, real estate litigation and employment law.. Loren has co-managed and was Treasurer for the U.S. Senate campaign for candidate Vic Vickers in Alaska.. Loren has been involved in community service his entire life, having spent over 20 years as a volunteer and then board member and board Chair for the National Conference For Community and Justice (NCCJ---Anytown America), is a past board member and board Chair for Valley Leadership, the Valley’s chapter of the National Community Leadership Association, past board member and board Chair of the North Scottsdale Chamber of Commerce, and past board member and board Chair of The Shemer Art Center.  Loren was appointed to the 2015 Task Force for the City of Scottsdale General Plan and currently is a member of the Phoenix Sister Cities Calgary Committees in both Phoenix and Calgary.. Loren lives in Rio (Tonto) Verde, Arizona, and Calgary, Alberta, Ca.

Loose Ends Legal Solutions is dedicated to making it easy for individuals, families, and businesses to make complicated legal decisions to ensure the well-being of themselves and their loved ones. Along with helping clients to grow and protect their businesses and assets, she helps clients make a smooth transfer of their assets during or after their life-time.

Learn more about this attorney at . Grant M. Boland, J.D., LL.M. focuses his practice in all areas of trust and estate planning. Skilled in drafting, procedure, and the execution of simple and sophisticated estate planning instruments, Mr. Boland's practice consists of guiding families and loved ones through the estate planning process. More specifically, Mr. Boland focuses on assisting clients navigate estate, gift and generation skipping taxes through comprehensive tax planning.. Complimenting his estate planning practice, Mr. Boland has experience working with family owned businesses and professional practices. Moreover, Mr. Boland enjoys advising closely held companies and integrating the businesses with the estate planning structures as well as creating business succession strategies.. In addition to Mr. Boland's business and finance background, Mr. Boland has a post-doctoral LL.M. (Masters of Laws) in Estate Planning and Elder Law from Western New England University's School of Law. While attending his LL.M. program, Mr. Boland was the top student in 10 out of the 11 segments.. Today, Mr. Boland is a proud partner at the private client law firm of Boland Law Group, PLLC in their Scottsdale offices.. In his spare time, Mr. Boland enjoys hiking, exercising, volunteering and spending time with his friends and family. Mr. Boland is an active participant in the legal community and serves as a volunteer estate planning attorney to Police, Fire, Emergency Responders and Veterans at the Wills for Heroes clinics and the Disabled Veterans clinics.

Kurt M. Brueckner is a co-founding member of the law offices of Titus Brueckner & Levine PLC.  Kurt is committed to solving client problems in a cost-efficient manner and to develop long-term relationships with clients.  Kurt prides himself on being responsive to clients’ needs.  Over the past thirty years, Kurt has developed expertise in corporate law, business law, real estate, mergers and acquisitions, securities, finance, guardianships, intellectual property and work-outs.  His work has been recognized by his peers as having been awarded the highest rating of AV® Preeminent™ by Martindale-Hubbell Peer Review for over twenty consecutive years.  In addition to the practice of law, Kurt was recently inducted into the Scottsdale History Makers Hall of Fame for his many contributions to the community.. Kurt represents individuals and companies ranging from start-ups to public companies.  He has extensive experience in representing entrepreneurs, homebuilders, developers, hospitals, tech companies, lenders, brokerage firms, landlords, and businesses seeking debt and equity financing.

Kirk Howell has played the roles of business person and business lawyer for two decades. Kirk was a management and technology consultant for a decade before becoming an attorney. Kirk worked with clients from start-ups to the Fortune 500 on strategy, process, technology, and change management projects. Kirk enjoyed all that business and consulting had to offer, so he doubled-down by going to law school to become a business attorney. After law school, Kirk practiced law in the Business and Finance department of Greenberg Traurig. He represented borrowers and lenders in financing matters and licensors and licensees in technology and intellectual property matters, among other general transactional matters. He left Greenberg Traurig in 2011 to become Counsel and Chief Operating Officer of an e-commerce company. Kirk is now an Of Counsel with Warshawsky Seltzer concentrating on technology, business, franchise, and intellectual property law.

Kevin Falvey - Law. Technology. Outdoors. Community.. I am a passionate attorney, who has extensive experience in business finance, technology, and law. A resident of Scottsdale, Arizona, I hold a Bachelor's Degree in Political Science from Arizona State University and acquired my Juris Doctorate from Phoenix School of Law. I have always been interested in helping people overcome injustice and protect themselves from future trouble. Motivated & inspired by the drive to assist my community, I always endeavor to set an example for the ethical practice of law and improve the way in which my firm serves my clients.. I embarked on my professional legal career in transactional commercial real estate and from there I matriculated to the Arizona Attorney General’s Office, where I served as a trial lawyer. Following this, I began working in private practice as a litigation attorney. In private practice, I blended my extensive business experience & my well-honed trial advocacy skills for the sole purpose of delivering exceptional legal assistance to my clients. A determined professional, who aims to excel in the fields of law, business, and technology; I assist clients in developing creative and constructive legal strategies, to accomplish their goals.. Activities. I have acquired a number of accolades & recognition for excellent service, throughout my professional career. A former Sun Devil, I received several academic honors for meritorious achievements in the collegiate setting, and actively participate in the ASU Alumni community. In my free time, I coach youth soccer, as a licensed US Soccer Coach & member of USA Soccer Coaching Program. I have also volunteered as an SAT Coach and have helped many high school students in preparing for standardized testing.. I hold a great passion for hiking, climbing, and aim to scale all of the 14,000-foot peaks in the contiguous United States. I am a member of the American Alpine Club and the Access Fund. An avid seeker of knowledge, I enjoy learning new things and exploring the unexplored. I love the outdoors and cherish spending time with my friends & family.

Kelley L. Cathie focuses her practice on estate and business planning; estate and probate administration; and corporate and real estate transactions. Kelley has prepared and administered a wide variety of estate plans and prides herself on providing a personalized approach to meet the diverse circumstances of her clients. Kelley’s corporate and real estate experience complement her estate planning practice and allow her to provide full service legal representation to her clients’ business and estate planning needs

Keith R. Galbut leads Galbut Beabeau’s corporate, construction, real estate, and outside general counsel practices. He is also the Founder and President of ADVOCATE – Residential Construction Advisors, a leading residential construction advisory and owners’ representation firm. He has extensive experience in corporate and real estate transactions, including matters of corporate formation and governance and the negotiation of commercial contracts, construction agreements, employment agreements, license agreements, leases, mergers, acquisitions, and sales of businesses. He often protects his clients’ rights and advances their interests in business, construction, and real estate disputes, whether through negotiation, mediation, arbitration, or litigation.. A community leader in business and law, Keith served as an Adjunct Professor of International Business Law at the Thunderbird School of Global Management for over ten years and served as Chairman and President of the Phoenix Committee on Foreign Relations. He was honored by Global Chamber as “Global Business Service Provider of the Year” and with the “PCFR Visionary Award” by the Phoenix Committee on Foreign Relations. He is regularly recognized with AV Preeminent and Platinum Client Champion designations by Martindale-Hubbell®; has been recognized by Southwest Super Lawyers® and The Best Lawyers in America® in business, entrepreneurship, family business, and corporate law; and has been highlighted by AZ Business Magazine, Arizona Executive Magazine, and Phoenix Magazine as one of Arizona's leading lawyers including as a Phoenix Top Lawyer in 2023. His leadership and commitment to excellence is also evidenced by his 2021 recognition by the Phoenix Business Journal as one of the Valley’s “Most Admired Leaders,” and the 2023 and 2024 Sun Devil 100 Award presented by the Arizona State Alumni Association, which recognizes leaders of organizations from around the world who demonstrate innovation, growth, and an entrepreneurial spirit. In 2023 and 2024, ADVOCATE – Residential Construction Advisors was honored to be selected for the Inc. 5000 list of fastest growing private companies in the United States.. Keith’s passions are family, international travel, community organizations, residential construction and architecture, and making a positive impact on his community through leadership. He currently serves as a Trustee on the Scottsdale Arts Board of Trustees, a Member of Greater Phoenix Leadership, and on the National Small Business Association Leadership Council.

Karl is a happily married father of two children.  He grew up in Tempe, Arizona where he attended Marcos de Niza High School and later Arizona State University.    Karl has always been active in sports and continues to enjoy soccer, golf, cycling, hiking and backpacking as a Boy Scout leader. Karl is active in his church and is a member of the Knights of Columbus.

Justin is a business attorney who handles a variety of business and corporate transactions and represents clients throughout all stages of litigation. He is passionate about helping emerging companies and entrepreneurs navigate the complexities of starting a business, and he is committed to the long-term success of his clients.. Justin’s practice is focused on advising cannabis-related businesses regarding the unique legal and regulatory issues surrounding the cannabis industry. Clients rely on Justin to help minimize risk and maximize profit through comprehensive legal advice regarding corporate formation and entity structure, financing, regulatory compliance, real estate transactions, and labor and employment matters.. If a dispute warrants litigation, clients work closely with Justin to identify the underlying business issues and their implications, thus enabling his clients to quickly implement a resolution strategy for obtaining the best outcome in the most efficient manner. Justin is experienced in all aspects of civil litigation in both state and federal courts in California, Arizona, and New Mexico.. Justin is a firm believer in giving back to the community. He is a member of the Men’s Art Council for the Phoenix Art Museum and Playmakers for the Children’s Museum of Phoenix, organizations that promote intellectual curiosity and inspire creativity and diversity among the next generation of risk-takers.. Outside of work, Justin enjoys playing golf, yoga, riding his dirt bike, and learning new things. Justin was raised in Southern California and moved to Arizona in 2014. He and his family enjoy traveling and spending time together outdoors.

Jonathan Frutkin brings multiple talents and areas of expertise to each client engagement. As the General Counsel for Doceus, Inc., the leading provider of Internet software for associations and non-profits, Jonathan was responsible for all the legal issues that faced the company. Jonathan jointly developed a comprehensive employee training program with the Human Resources Department, created contract templates for client engagements including guidelines for the sales team to streamline contract negotiations, negotiated debt and equity financings and completed the eventual sale of the company. He also served as Chief Operating Officer during the period when Doceus was recognized as the 18th fastest growing company in the Mid-Atlantic region by Techway magazine. Jonathan has also served as the Managing Partner of an area development company for a national franchise chain. In this capacity, he was responsible for raising capital and negotiating an agreement with the chain. Jonathan also served as an Associate at the Cleveland law firm of Kahn, Kleinman, Yanowitz and Arnson, a practice nationally recognized for its work with entrepreneurs, private and public companies. While at Kahn, Kleinman, he was responsible for completing the acquisition of a major regional competitor for his public company client, and also the completion of a large private placement for an Internet startup. He was one of the founding members of the firm’s Cyberlaw specialty group.He also worked as a prosecutor in Virginia while in law school, responsible for hundreds of criminal cases. At one point, he was handling the entire misdemeanor docket for the county. Jonathan is a member of the bars of both the District of Columbia and Arizona. Jonathan’s other experiences include working as a food service manager for a regional theme park, campaign manager for several state and federal campaigns, and a professional poker player. He served on the Presidents Council of the Higher Achievement Program and the Public Affairs Committee for the DC Board of Trade. Jonathan graduated from the University of Virginia law school. He and his wife Tara have two young sons, Alexander and Samuel.

Jon A. Titus enjoys the art of taking complicated and confusing factual and legal issues and simplifying them into easily understandable parts.  Jon has been called a master strategist who looks at a problem from every angle, and then determines the most sensible and cost-effective way to handle it.  He practices primarily in the sophisticated areas of real estate law and securities law where for over thirty years he has assisted clients in navigating complex matters.. Jon began his career with a national law firm handling large-scale securities and anti-trust litigation, representing clients as substantial and diverse as Rupert Murdoch to Kellogg Company to Georgia Pacific.  Jon has handled almost everything there is to handle in securities law, from private transactions to public offerings, and from defending regulatory actions to litigating securities fraud cases.  Similarly, he has broad and diverse experience in all aspects of real estate law primarily representing real estate developers and home builders.

John Powers is an Arizona native with nine years of experience representing clients in business transactions and litigation.  Clients of his firm include individuals, entrepreneurs, small businesses and large companies.. John Powers graduated from the University of Arizona with a B.A. in 1996, where he was Captain of the baseball team.  He earned numerous academic and athletic honors, including selections to the Pac-10 All-Academic Baseball Team and Pac-10 Baseball First Team.  After being drafted in the 21st round by the San Diego Padres, John Powers played professional baseball for eight seasons–six before law school and two during–in the San Diego Padres, Chicago Cubs and Texas Rangers organizations.  He is the only person ever to play professional baseball while attending law school full time.  John graduated from the University of San Diego School of Law in 2004.. John’s practice is focused primarily on corporate formation, contracts, real estate, general business law, disputes and probate.  As an Arizona attorney, John Powers has represented public companies, small businesses, entrepreneurs, athletes and non-profits in transactions and disputes.  Among other matters, he has:. -Obtained judgment in Federal Court on all damages requests in pro bono representation of disabled client; -Advised an international energy company in its $800 million capital raise for oil production facility in Rajasthan, India; -Partnered with prominent India-based law firm to start its legal process outsourcing (LPO) subsidiary; -Represented an international sports icon, drafting license agreements, incorporating entities and negotiating agreements; -Advised international steel company on capital markets development in Algeria, Iraq and Venezuela; -Mediated a summit between a foreign law minister and a Fortune 100 Company addressing a multi-fatality environmental disaster; -Drafted opinion letters for national hotel chain in $250 million financing of multiple properties; -Assisted lead counsel in $2 billion multi-state refinancing of national storage company;. John represents individuals, entrepreneurs, small businesses and their owners, and large companies in the Superior and Federal Courts of Arizona.  Each client gets customized, attentive representation.. -State Bar of Arizona -United States District Court for the State of Arizona. -English -Spanish

Jeff combines his unique experience as both a lawyer and a businessman to fashion well reasoned and practical solutions in counseling and advising his clients. He is sensitive to the business considerations that are important to a business client and understands the operational and financial aspects of running a business. He is admitted to practice law in both Arizona and Texas and has focused his practice on business law matters including representation in the areas of entity formation, structured capital raises and financings including private placements of securities, business combination transactions, and other general company business transactions including contractual and employment matters. His practice also includes wealth and estate planning and probate administration.

Jana Weltzin was born and raised in Fairbanks, Alaska. Ms. Weltzin focuses her legal practice on land use and zoning law, medical marijuana law in Arizona and recreational marijuana business law and regulation compliance in Alaska. Ms. Weltzin provides representation for her cannabis clientele relating to business structure, permitting/licensing, land use applications and hearings, conditional use permits, investment connections and presentation, regulation compliance, real estate commercial leasing and purchases, operations, and general activism for the cannabis industry.  Ms. Weltzin played an invaluable role during the 2015 legislative session through her work with the Coalition for Responsible Cannabis Legislation, initiative sponsors, and future Alaskan cannabis businesses advocating for and analyzing proposed cannabis related legislation to ensure sustainable success for the industry. Ms. Weltzin is a regular contributor to Marijuana Venture Magazine’s legal section and other various publications.. Ms. Weltzin also has experience with bankruptcy, Federal Indian Law, Indian Gaming, personal injury, and experience drafting spokesperson contractual agreements.. In her free time, Ms. Weltzin enjoys spending time with her family and friends, playing soccer, traveling, and is involved in several community committees that support the arts and charitable organizations.

I’m John Schulenburg and look forward to meeting you.  I own the SchulenburgLawFirm.  I was trained at one of the largest and most prestigious law firms in the country.  My background is as corporate counsel and vice president for a major banking system, as a government lawyer, and as Firm owner since 1991.. I help business owners, partners, contractors, investors, buyers, sellers and landlords, throughout Arizona and California with our comprehensive business law services, from forming new businesses, drafting employment and lease contracts, buying and selling companies, purchasing real estate, and advising executive management on all manner of legal questions, policies, and regulations.

Isabel Gram is an experienced business attorney specializing in commercial contracts, corporate matters, trademarks, employment matters and franchising. She has represented hundreds of business owners over the years. She operates a solo law practice in Scottsdale, Arizona.

Irving Hymson developed his analytical, drafting and negotiation skills in prominent New York City firms, as chief counsel for a major financial corporation, and as a principal in Phoenix law firms.. Since 1967, Mr. Hymson’s broad professional experience has included commercial and residential real estate matters, business formations, business and asset acquisitions and dispositions, finance, contracts, leasing, and business advice.. The State Bar of Arizona has designated Mr. Hymson as a Certified Real Estate Specialist.  This highly-sought distinction was earned by his tenure in practicing real estate law and his meeting stringent practitioner, experience, and continuing education requirements. In addition, Mr. Hymson was awarded the rating of “AV Preeminent” from Martindale-Hubbell for the highest in legal ability and ethical standards among his peers.. As a real estate, business and finance lawyer, Mr. Hymson serves a diverse clientele in Arizona, the United States, Far East, and Europe. Mr. Hymson’s general practice areas also include personal injury and domestic relations matters.  He has negotiated multi-million dollar settlements for clients in personal injury, commercial litigation and business cases. Additionally, Mr. Hymson is a trained mediator of disputes.. Mr. Hymson is a graduate of Temple University School of Law in Philadelphia, Pennsylvania, and was a published member of its Law Review.  He received his B.A. from Queens College in New York City.  He is a member of the Arizona and New York State Bars, and he writes and lectures on real estate topics and on the art of negotiation. Mr. Hymson is a member of the State Bar of Arizona with participation in Business law and Real Property areas.

Ilene L. McCauley is a full time attorney with 40 years experience in estate, business and tax planning. She has been a member of the State Bar of Arizona since 1982 and has been certified by the Arizona Board of Legal Specialization as a Certified Specialist in Taxation since 1983. She is a member of Wealth Counsel.. In her words, "I am a full time attorney and mother of a lovely 24 year old daughter. My husband passed away 17 years ago and I have seen first hand the importance of planning ahead.". Perhaps this explains that, along with her exemplary educational background and expertise, her clients receive something equally important; her warmth, enthusiasm and empathetic nature. This is evident in the fact that her clients are multi-generational and that she is regularly invited to the most important, intimate events in their lives. She is experienced in advising how to provide for children with special needs in your trust. And, oh yes, even how to include your pets whether they are a valuable race horse, or your dog, Spot!. Ms. McCauley was editor and contributor to the publication Conspectus Current, produced by the National Network of Estate Planning Attorneys. She is a Fellow of the Esperti-Peterson Institute for Advanced Estate Planning and has completed her second post-doctoral degree in advanced Tax and Estate Planning. She has served an appointment to the Tax Advisory Commission of the State Bar of Arizona and has recently been appointed to the position of Adjunct Professor at the Estate and Wealth Strategies Institute at Michigan State University.. Ms. McCauley is a noted speaker and is well sought after for speaking and radio engagements. Some of her topics include: "Tax Planning for Small Business"; "Bridge the Gap; Basic Legal Skills"; "New Tax Legislation"; "The Charitable Remainder Trust as an Executive Benefit Tool"; "Goals and the Consultative Process"; and "Converting Stock Options to Other Employee Benefits". In addition she is certified to offer continuing education credits for insurance professionals and certified financial planners.. Ms. McCauley earned her BA from Binghampton University, her JD from Hofstra University School of Law, and her LLM (Master of Laws in Taxation) from DePaul University School of Law. She was named Arizona’s Outstanding Young Lawyer in 1991.

I was raised in Southern California and married Katherine, the love of my life in 1979. We have five children and eight grandchildren, and counting... We raised our family in Mesa Arizona where I have worked my entire career. I have been involved with everything from Little League to United Way to junior high musicals, where I played the trumpet in the pit.. I love what I do. I give people peace of mind, setting up a Plan so their family won't have to hassle with a probate case. I especially enjoy helping small business owners and licensed professionals separate their personal wealth from their potential liabilities.