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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.

Tassma enjoys practicing law while assisting small businesses and families preserve their legacy.

Hi, my name is Logan and I am an estate planning attorney. I specilize in assisting individuals and families with their estate planning needs, regardless of the size and complexity of the estate.. I am great at understanding clients’ needs and goals, and then developing and delivering individually tailored estate plans according to those goals. I am committed to helping clients fully grasp the nuances of their estate plans in a way that is easy to understand.. I have experience in construction and business transactions so I am able to advise clients as they form business entities such as limited liability companies for asset protection purposes. I also have business organization experience and routinely advises clients regarding office leasing, buy-sell agreements, and business succession planning.. I was admitted to the State Bar of Arizona in 2014, and the Utah State Bar and Oklahoma Bar in 2021, and the Texas State Bar in 2022.. In my spare time, I love spending time with my wife, Blair, and my five wonderful children. When time permits, I am an avid off-road motorcycle enthusiast and can be found on local trails and at the sand dunes near southern Arizona. Other hobbies I enjoy include woodworking, snowboarding, tennis, pickleball, spike ball, and reading.

I was born and raised in Brewton, Alabama. I attended college at Auburn University and graduated with a B.S. in Agricultural Business & Economics and a minor in Political Science. I grew up visiting my Father's family farm on the weekends in Conecuh County, Alabama. That led me to my undergraduate career choice. After college, I decided to attend law school at Jones School of Law in Montgomery, Alabama. I have one daughter, Pheriby Jane, who is 2.5 years old. I love my work and could not imagine doing anything else. It gives me great satisfaction to be able to help the people in my community with problems they cannot handle due to the legal complexities involved. My firm, Otts, Moore, Coale, Godwin, Stearns & Darby, have been a servant to the peopel of Escambia County since 1971. We are a small town firm who value each and every person that come through our door. If your legal issue involves an area of the law that we are not knowledegable with, our attorneys will be able to refer you to an attorney that is knowledgeable, and that we have the uptmost trust in.

Family and Community Involvement. Mr. Willingham and his wife, Elaine Brown Willingham, are proud parents of three children and four grandchildren. In addition to his legal career, Dan has been actively involved in various community endeavors, serving as an Elder at his local church, and holding the esteemed positions of past President and Lieutenant Governor in Kiwanis. His selfless dedication is further evidenced through his service as a volunteer firefighter and chairman of the Bethsaida Volunteer Fire Department.. Leadership and Advocacy. Dan has made significant contributions to the community through his role on the Executive Board of Red Cross, demonstrating his leadership and advocacy for humanitarian causes. Moreover, his legal expertise and acumen are leveraged in his capacity as counsel for Premier Bank of the South, where he also holds a key position as a member of the Board of Directors. His involvement in various other boards further exemplifies his commitment to giving back to the community and effecting positive change.. Legal Representation. Currently, Mr. Willingham provides legal representation for Premier Bank of the South, the City of Hanceville, Town of West Point, Town of Holly Pond, City of Hanceville Water and Sewer Board, and several other government entities. His legal counsel and representation play a pivotal role in advancing the interests of these entities and contributing to the overall progress of the community.. Dan Willingham, Esq., continues to exemplify unwavering dedication to both his legal profession and community service, making a meaningful and lasting impact on the lives of those he serves. His steadfast commitment and professional integrity position him as a respected figure in both the legal and community spheres.

Since 2003, my practice has focused on helping families and businesses achieve positive results in difficult situations.  I have extensive experience handling cases in district, probate and circuit court, and I have secured judgments in my clients' favor at each level.  I provide individuals, families and businesses with well designed estate and business sucession plans to avoid conflict along with zealous representation when conflict does arise.. While I do handle family, criminal and adoption cases for clients, the bulk of my practice centers around estate and elder care planning and guiding clients through the probate process.  Over the years my clients, their families, friends and businesses have routinely continued to use my services at different stages of their lives which led me in 2015 to adopt the slogan for my office that states, "We are your family's attorney.". After graduating from Cumberland School of Law, I opened a solo private practice in Jefferson County, Alabama serving clients from 2003 until 2007.  From 2007 until 2010, I worked as an Assistant Attorney General for the State of Alabama representing the Department of Human Resources in Jefferson County Juvenile Court.  In 2010, I formed Scozzaro Law, LLC and in 2014 relocated the firm to Shelby County, Alabama.  As of 2022, our Helena based office has, along with myself, two additional attorneys that provide exclusive representation in family law and divorce matters, and business and civil litigation matters in both state and federal court.

Tazewell's practice focuses on representing creditors in state     courts and federal Bankruptcy Court, taxpayers before the IRS and     the federal Tax Court, and transactional corporate work for businesses and individuals. Tazewell has worked for the U.S. State Department in Washington D.C. and Kingston, Jamaica and the National Labor Relations Board in Birmingham, Alabama.

Sara is passionate about helping families plan for the future and protect what is most important to them. This includes implementing estate plans, as well as assisting clients to address more complex planning situations such as planning for loved ones with special needs, estate tax planning, income tax planning, asset protection, adoptions and step-parent adoptions. Always willing and able to explain complicated legal concepts clearly and concisely, Sara is skilled at working with her clients to ensure their plan will work now and in the future.. Sara is a member of the State Bar of Alabama, the American Bar Association, volunteers with the Madison County Volunteer Lawyers Program, and serves on committees at her church.  Prior to joining opening her own law firm, Sara worked fulltime as a paralegal and law clerk while she was attending law school at night.. Sara enjoys being outdoors, travelling, and spending time with her husband and son.