Top Estate Planning Lawyers in Mesa | 32 available

Firm: Winsor Law Group

1237 S. Val Vista Dr. Mesa , Mesa , Arizona 85204

Practice Areas: Business & Commercial, Estate Planning, International & Trade, Business, Business

Mark takes a creative approach to the practice of law as a result of his unique background in business and financial services prior to going to law school in 1997. Mark has been an entrepreneur for over 30 years and has created, developed and directed businesses in financial services, international trade and distribution and professional services. He is a licensed attorney, Realtor, insurance producer and registered representative with a Series 6 and 63 and 65 Securities license.. Since becoming an attorney, Mark gained additional experience in Business Law, Foreclosure and Bankruptcy Law, Real Estate Law, Investment Law, Estate Planning and Asset Protection. For over 10 years Mark has been a talk show host on various radio stations and a frequent speaker at continuing education and seminar events for attorneys, real estate agents and other professionals.. Mark graduated Magna Cum Laude from Western State University College of Law in Fullerton, California and obtained a certificate in taxation. He served on the Maricopa Bar Association Task Force for Minorities and Women. Mark also sat on the Board of Lamson College and is a former chair of Maricopa Lawyer.. Mark served for many years in the Army National Guard and the Air National Guard and achieved the rank of Major. He is very active in his church and community. Mark and his wife, Shelly, have six children and eight grandchildren.

Firm: Koberlein Law Firm

4824 E Baseline Rd Ste 109 , Mesa , Arizona 85206

Practice Areas: Estate Planning

I have been practicing law since 2010. I worked for a large law firm in Lincoln, Neb., for six years and subsequently started my own law practice. My areas of interest are Estate Planning and Probate, Business Law, and Real Estate Law. I pride myself on premier legal services, building business relationships, and helping clients experience greater peace of mind regarding their assets and other legal concerns.. I have been married since 2003, and my wife and I have five wonderful children. We enjoy outdoor activities such as camping, hiking, swimming, boating and sports. We also enjoy playing board games, singing and playing music together. We have a few violins, a viola, a flute and a guitar so far. We're working on adding a piano to the mix.. I grew up in Loomis, Calif., which is just east of Sacramento. I graduated from Del Oro High School in 1999 and later graduated from Brigham Young University and Nebraska College of Law. My hobbies include running, yoga, lifting weights, writing novels, playing the guitar and teaching.

Firm: Cardis Law Group, PLLC

2929 N Power Rd Ste 101 , Mesa , Arizona 85215

Practice Areas: Estate Planning

Cardis Law Group was established in 2019 with one mission in mind: Provide a client-centered law practice which provides pragmatic solutions that produce solid results. With over 50 years of experience at the Firm, Phil Cardis, and his team have built an impeccable reputation for trusted legal and business expertise throughout North America. Whether aggressive representation is needed or a creative compromise is sought, the Cardis Law Group’s diverse legal expertise and savvy business skills will get results.. Phil is a member and frequent speaker in many legal and business organizations such as the Arizona and Wisconsin State Bars, Arizona Small Business Alliance, International Association of Privacy Professionals, Maricopa County Bar Association – Corporate Counsel Division, Los Abogados Hispanic Bar Association, Homebuilders of Central Arizona, and the National Association of Homebuilders.

Firm: Udall Shumway PLC

1138 North Alma School Road , Mesa , Arizona 85201

Practice Areas: Estate Planning, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation, Litigation

I am a third generation Arizona native and have practice in the area of civil litigation since graduating from law school in 1978.  I am admitted to practice in Arizona, Montana and Colorado. In my 30 plus years of practice, I have represented individuals, corporations, insurance companies, public entities and school districts in the areas of personal injury, commercial litigation, real estate litigation, employment and civil rights litigation, education and workers compensation.. My diverse background includes appearing in forums ranging from the United States Supreme Court to Navajo Tribal Court.  These experiences have given me the ability to deal with those out of the ordinary litigation matters, to size up a case quickly and to provide easily understandable legal guidance.

Firm: Dana and Associates, LLC

2509 S. Power Rd , Mesa , Arizona 85209

Practice Areas: Estate Planning, Probate

I am passionate about providing quality legal plans so families can protect their legacies. My law practice is limited to Estate Planning, Probate, and Trust Administration.  I am licensed to practice law in California, Nevada, and Arizona and am the managing partner for Dana and Associates, LLC in Arizona and Southern Califonia. My goal is to provide families with personalized legal plans with a focus on paperless planning, service and education, and comprehensive care.. Paperless planning includes giving you digital access to your estate planning documents so you and your family can access them at any time from anywhere. However, this also includes making sure your digital assets are protected. I am particularly interested in digital asset planning, for example how to leave cryptocurrencies like Bitcoin to your kids.. Service and education are also really important to me. I want to ensure you are making informed decisions about your planning and the process. This is particularly true when it comes to the lengthy and complicated process of probate. At Dana and Associates, LLC and EDS Firm we know that the legal issues after the loss of a loved one can be really challenging and we want to support you through the process.. Lastly, we want to offer comprehensive care. We offer complimentary one-hour sessions to meet with an attorney and assess what you need. At the end of that meeting, the attorney will quote you a flat fee for engagement so you know how much the process will cost from the beginning. After you have engaged and meet with an attorney, the goal is to make sure your plan is followed through so your heirs avoid probate and harsh tax burdens. I want to make sure that my client's trusts are funded correctly and our firm offers a complimentary Trust-Asset Coordination session to make sure all the time and energy you put into your estate plan is done correctly.

Firm: Buntrock Law Group, PLLC

2158 N. Gilbert Road, Suite 119 , Mesa , Arizona 85203

Practice Areas: Business & Commercial, Construction , Contracts, Debtor/Creditor, Estate Planning, Labor , Professional Malpractice, Trusts, Wills, Business, Business

Shane D. Buntrock, received Martindale-Hubbell’s highest AV® Preeminent rating. He is the Managing Member of Buntrock & Gardner Law, PLLC. Shane launched his own law firm in 2013 as part of his dream and with the support of his clients, family and friends. Prior to starting his own firm, Shane was a shareholder in a successful Phoenix law firm and a shareholder in a East Valley law firm located in Mesa. Shane’s practice emphasizes business and corporate law, acquisitions, commercial civil litigation and personal injury. He primarily focuses in the areas of corporate succession and acquisition, creditor rights, landlord tenant, employment law, protection of trade secrets, construction litigation and trust and estate litigation.. Mr. Buntrock is highly experienced in counseling and defending parties in various litigations including non-compete agreements, workouts, lender loan documentation, business divorce, buy sell agreements, easement or boundary disputes. He counsels and represents individuals and businesses in claims for contractual damages, claims for breach of fiduciary duties and recovery of collateral. Representative clients include manufacturing companies, retailers and direct sales companies, defense contractors, banks, lenders, health care professionals, surgery centers, insurance agents and agencies, industrial manufacturers and suppliers, farmer and ranchers, injured individuals and businesses and industrial equipment suppliers. Mr. Buntrock handles personal injury and wrongful death cases.. Shane and his wife are the parents of four children. He is active in his church and volunteers with the Mesa Baseline Rotary Club, Little League and the Boy Scouts of not working, Shane enjoys golf, upland bird and big game hunting.. Shane is also proud to be a burn injury survivor. He is currently general counsel and Board Chair Elect for the Arizona Burn Foundation which provides education, emotional and financial support to burn survivors and their families. He also serves on the board of directors for the Mesa Foundation for Educational Excellence.. Reported Decisions:. Firetrace USA LLC et al adv. Lawrence Jesclard and Hazard Protections System, Inc. United States District Court for the District of Arizona, 2007-CV-2001. Obtained defense verdict against all claims for alleged misappropriations of trade secrets, breach of fiduciary duty, unfair competition and alleged patent infringement. Obtained defense verdict after two week jury seeking over $50 million in damages.. Hogan v. Anasazi Foundation, United States District Court obtained dismissal of claim for alleged wrongful termination based on sexual orientation discrimination.

Firm: Udall Shumway PLC

1138 North Alma School Road , Mesa , Arizona 85201

Practice Areas: Business Organizations, Estate Planning, Pension and Profit Sharing Plans, Probate , Real Estate , Taxation - State & Federal, Probate, Estate Planning

I joined Udall Shumway in 1987 and currently head the firm’s Transactional and Estate Planning Group. I completed  my undergraduate studies at Brigham Young University where, in 1980, I received a B.S. in Accounting with a minor in English. I am a Certified Public Accountant (Texas, 1982). I received my Juris Doctorate, cum laude, from the J. Reuben Clark Law School at Brigham Young University in 1987. During law school, I was a Member (1985-86) and Editor-in-Chief (1986-87) of the BYU Journal of Public Law. Prior to law school, I worked with an international accounting firm and with the corporate accounting group of a Fortune 500 company.. -. Since joining the firm, I have used my tax and accounting background to good advantage. My practice focuses on business formation, purchases and sales of business assets and interests, loan documentation and financing arrangements, business succession planning, security arrangements, purchases, sales and leases of commercial property and business dissolution. I also assists clients with tax planning for large estates and routinely provide tax and business planning advice in such diverse areas as probate, marital dissolution, deferred compensation and dispute resolution.. -. I am licensed to practice in the courts of the State of Arizona, the Federal District Court of Arizona, and the United States Tax Court. I am currently a member of the State Bar of Arizona and the East Valley Bar Association. I am also a member of the American Institute of Certified Public Accountants. I am actively involved in the community and am, or have been, a member of the Mesa Museum & Cultural Advisory Board, Maricopa Association of Governments Blue Ribbon Committee on Regional Growth, Mesa Arts & Entertainment Alliance Committee, Mesa Convention and Visitors Bureau Board of Directors, Mesa Baseline Rotary, and Arizona Regional Medical Center.  I am also a member of the executive committee of the J. Reuben Clark Law Society, Phoenix Chapter.

Firm: Cotto Law Firm

1152 E. Greenway St. , Mesa , Arizona 85203

Practice Areas: Child Custody & Visitation, Criminal Defense , Divorce, Family , Wills & Living Wills, Wills & Living Wills, Estate Planning, Guardianship, Probate, Trusts

I am an experienced attorney dedicated to helping clients successfully memorialize their end of life wishes and adequately prepare for their possible incapacitation. I follow a "boutique firm" format that allows me to provide clients meaningful personalized services.. I have a Bachelor of Science Degree in Psychology and graduated from Arizona State University's Sandra Day O'Connor Law School in December of 1992.. I started as a law clerk at the Maricopa County Public Defender's Office right after I graduated from law school and began handling cases as soon as I passed the bar exam in the spring of 1993. As a public defender, I was in court litigating almost every day. By the time I left the Public Defender's office I was training and supervising new recruits.. In 1999 I left government work for private practice. I had enjoyed family law classes in school and found the transition easy and the new area of practice a good fit. My degree and experience in psychology have also been a tremendous resource. It was then that I realized how many of my clients were running into problems because of poor or no end of life planning. And I fell in love with yet another area of law: estate planning (probate, trust administration and adult guardianship)!. Through my 31 years of practice I have been involved in many Arizona State Bar committees, a Supreme Court committee, as well as other law related organizations, such as Los Abogados. As an estate planning attorney, I find the State Bar Probate and Trust Section a tremendous resource.

Firm: Wilcox & Wilcox, P.C.

4140 E. Baseline Road , Mesa , Arizona 85206

Practice Areas: Child Support, Debtor/Creditor, Estate Planning, Estate Planning

Professional and Philosophy. Attorney Trent D. Woods is the managing partner at Woods Law Group, PLLC.  His practice focuses on estate planning, probate, and firearms law.  He has worked extensively in matters involving estate planning and probate proceedings, particularly for large, valuable, or unique firearms collections, contested and uncontested probate proceedings, ATF compliance, Federal Firearm Licensee (FFL) management and operations, unregistered or questionable status firearms, and general firearms law.  He represents individuals, couples, and families planning their estates, decedents estates, individuals being investigated by the ATF, licensed gun dealers and manufacturers (FFLs), as well gun-related businesses, such as accessory or barrel manufacturers.. Trent has written and lectured on numerous legal topics, in particular estate planning and firearms law. He is a member of the State Bar of Arizona, WealthCounsel, and many other groups.. Trent believes in partnering with his clients by truly understanding their business, their families, and their needs, concerns, and goals.  He takes a sincere interest in his clients and strives to understand what is truly important to them.  This philosophy comes from his experience sitting on the opposite side of the desk from attorneys, as a client.  As an operations manager of a multi-million dollar construction company, Trent worked closely with numerous attorneys for nearly ten years.  He knows what it is like to sit in the client’s chair, and as a result, he strives to be the attorney he wished he always had.. Personal. Trent knows what is most important in his life: his wife and four children.  He loves spending time with them and strives to be a good husband and father.  Trent loves the outdoors and enjoys scuba diving, camping, sports, and shooting (but not hunting).  Trent maintains an informative website, , which is dedicated to Arizona firearms law, the National Firearms Act (NFA) and gun trusts.  He also maintains , which is dedicated to estate planning and probate law.

Firm: Woods Law Group

4140 E Baseline Rd Ste 101 , Mesa , Arizona 85206

Practice Areas: Estate Planning

Firm: Winsor Law Group

1237 S Val Vista Dr , Mesa , Arizona 85204

Practice Areas: Business, Estate Planning, Real Estate

Firm: Dana Law Group

7254 E. Southern Ave. , Mesa , Arizona 85209

Practice Areas: Estate Planning, Elder Law, Wills