Firm: Wayne P. Marsh, PLC
Practice Areas: Estate Planning
Contact: Not Available
Firm: Harn Legacy PLLC
Practice Areas: Estate Planning
Wendy is a native Tucsonan. She understands the value of family and howimportant it is to protect them through estate planning. She is married to her college sweetheart and is the mother of four children. With over 20years of experience in estate planning, Wendy understands the importance ofprotecting the ones you love, making her an excellent estate planningattorney. Wendy received her Juris Doctor from the University of Oklahomain May of 1995, and was accepted shortly thereafter into the American BarAssociation and the District Court of Arizona. Wendy is involved in hercommunity and serves in many capacities, focusing especially upon helpingyouth to establish goals that will guide their future. Wendy’s three sonshave grown in the ranks of the Boy Scouts of America, all achieving therank of Eagle Scout. Wendy is proud of her membership with the SaddlebrookeRotary Club and Make-A-Wish Foundation.
Contact: Not Available
Practice Areas: Estate Planning
Valentine Castillo is from Washington and a graduate from the College of Law at Arizona State University. In addition to maintaining his law practice, Valentine is a reserve Army officer with over 13 years of military service and also teaches undergraduate and graduate business law classes for the University of Phoenix. Valentine enjoys volunteering with Hospice of the Valley as a patient volunteer and spending time with his wife and children. Valentine can be contacted by phone:, by email: , or visit his website at .
Contact: Not Available
Firm: Tiffany & Bosco, P.A.
Practice Areas: Estate Planning
Vanessa practices primarily in the areas of trust and estate planning, probate administration and litigation, and elder law. Vanessa offers strategic and thoughtful guidance to individuals, families, professional fiduciaries, Trustees, Personal Representatives, creditors and heirs/ her estate planning practice, Vanessa develops custom approaches designed to meet the needs of each individual client, family, or situation. This includes sophisticated planning for more complex matters, practical and efficient plans for more modest estates, and everything in between. Over the course of her practice, hundreds of Arizona individuals and families have benefitted from Vanessa’s thoughtfully crafted estate plans, modifications to existing plans, and general guidance in estate planning. Further, in addition to developing and modifying estate plans, Vanessa also guides clients through estate and trust administration, as well as probate proceedings.. Vanessa is also a regular advocate for individuals seeking to protect a family member or loved one in connection with Guardianship and Conservatorship proceedings. In addition to attentively navigating her clients through the procedures of guardian and conservator appointments, Vanessa ensures all duties and responsibilities are understood, and provides post-appointment support to secure long-term success and sustainability.. Vanessa’s thoughtful approach to Guardianships and Conservatorships also serves her clients well in the arena of juvenile adoptions and guardianships. Whether clients are uniting their family through a step-parent adoption, starting or expanding their family with a private adoption, or solidifying a long-time bond through an adult adoption, Vanessa’s enthusiasm and experience with adoptions, allows her clients to approach the prospect of adoption with confidence and ease.. Vanessa is an Arizona native and attended Northern Arizona University, graduating with a Bachelor of Science degree in Psychology. Vanessa pursued law school after three years of working in a corporate law firm, and graduated from The John Marshall Law School in Chicago, Illinois.
Contact: Not Available
Firm: Sorrell Law Firm, PLC
Practice Areas: Estate Planning
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.
Contact: Not Available
Firm: Woods Law Group
Practice Areas: Estate Planning
Contact: Not Available
Practice Areas: Estate Planning
Contact: Not Available
Firm: Dana Whiting Law, PLLC
Practice Areas: Estate Planning
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.
Contact: Not Available
Firm: Platt & Jenson PC
Practice Areas: Estate Planning
Contact: (520) 723-5486
Firm: Holland Law Group, PLLC
Practice Areas: Estate Planning
Contact: Not Available
Firm: William S. Atlee Attorney At Law
Practice Areas: Estate Planning
Contact: Not Available
Firm: Aspey Watkins & Diesel PLLC
Practice Areas: Estate Planning
Contact: Not Available
Firm: Durfee Law Group
Practice Areas: Estate Planning
Contact: Not Available
Practice Areas: Estate Planning
Contact: Not Available
Firm: Ronald Zack Law Plc
Practice Areas: Estate Planning
Contact: Not Available
Firm: Becker & House PLLC
Practice Areas: Estate Planning
Contact: Not Available
Firm: Lodmell & Lodmell
Practice Areas: Estate Planning
Contact: Not Available
Firm: Underwood Certified Paralegal Services
Practice Areas: Estate Planning
Contact: (623) 206-5492
Firm: Tutnick Steven Law Office
Practice Areas: Estate Planning
Contact: (623) 825-9686
Firm: Pima County Office of Children's Counsel
Practice Areas: Estate Planning
Contact: Not Available