Board Certified Specialization: None
Professional Liability Insurance: Yes
Admitted to Practice Law: 1982
Admitted to State Bar of Arizona: October 23, 1982
Other Language(s): None
Extensive experience in deal-making, capital structuring, and creative problem-solving. Combining corporate law, economics and group dynamics to successfully solve internal disputes or resolve conflicts among stakeholders who do not wish to publicly air grievances in court. Business to business consulting in over 30 states and several countries. Possess Masters Degree in Finance and Economics.
My work falls into general categories: how best to grow, methods to select the next organization leader, ownership transfers, tax planning, executive compensation arrangements, preparing to go public, spin-offs of subsidiaries, acquisitions, continuity planning, forming special purpose entities, debt restructuring, corporate control, offshore relationships, joint ventures and partnerships. I often design charitable giving opportunities.
Some litigation work relating to financial fraud, corporate governance, employment law and tax matters. Extensive litigation experience involving wealthy heirs and trust/probate controversies, including claims or defenses involving abuse and exploitation of a vulnerable adult.
Frequent guest speaker and panelist at national trade association conventions on topics ranging from grooming successors to tax saving manuevers for privately-held businesses.
Clients include plastics manufacturers, hoteliers, minority shareholders, metals fabricators,electronics producers, building supply wholesalers, specialty chemical manufacturers, several Fortune 100 spin-offs, international trusts, agribusinesses, family banks, specialty building contractors and four charitable trust funds. SEE WHAT FORMER CLIENTS SAY AT : AVVO.COM
Areas of Law and Practice
|Areas of Law||Areas of Practice|
|Business Law||Limited Liability Company Law, Joint Ventures, International Joint Ventures, Business Arbitration, Business Estate Planning, Business Fraud, Business Litigation, Business Organization, Business Planning, Business Mediation, Business Development, Business Dissolutions, Business Enterprises, Business Formation, Business Start-Ups, Business Reorganization, Business Successions, Business Succession Planning, Business Taxation, Business Syndication, Business Transfers, Business Torts, Business Transactions, Buying and Selling of Businesses, Business Valuation, Buy-Sell Agreements, Closely Held Business Estate Planning, Closely Held Business Law, Closely Held business Taxation, Emerging Business Law, Family Business Law, Family Business Mediation, Family Business Successions, International Business Law, Entrepreneurial Business Law, Entrepreneurial Business Law, Emerging Growth Companies, Emerging Growth Companies, Sole Proprietorships, Strategic Alliances, Small Business Law, Pass-Through Entities, Private Business Law|
|Wills, Probate, Trusts and Estates||Estate Litigation, Estate Planning, Dependent Adult Abuse, Estate Administration, Contested Trusts and Estates, Decedents Estates, Contested Wills, Advance Directives, Ancillary Probate, Will Drafting, Wealth Preservation, Wealth Planning, Trust Litigation, Trust Law, Unclaimed Property, Trust Planning, Trust and Estate collections, Trust Administration, Successions, Living Trusts, International Trusts and Estates, International Trusts, International Probate, Living Wills, Offshore Trusts, Missing Heir Searches, Powers of Attorney, Probate Administration, Pet Trusts, Personal Planning, Probate Litigation, Probate Taxation, Special Needs Trusts, Retirement Planning, Fiduciary Litigation, financial Planning, Inheritance, International Estate Planning, Fiduciary Liability, Fiduciary Law, Family Trusts, Family Wealth Transfer, Estate Settlements, Estate Planning for Unmarried Couples, Estate Planning for the Elderly|
|Taxation||Tax Evasion, Tax Deferred Exchanges, Tax Fraud, Tax Incentives, Tax Litigation, Tax Law, Tax Shelters, Tax Valuation, Tax Planning, Trusts and Estates Taxation, Transfer Tax, Taxation of Foreign Nationals, Accounting Law, Federal Income Tax, Federal Estate and Gift Taxation, Federal Taxation, Federal Tax Controversies, Fiduciary Income Tax, Employment Tax, Expatriate Tax, Estate and Gift Tax, Tax Credits, Tax Controversies, State Taxation, New Markets Tax Credits, Property Tax Abatement, State Income Tax, Like Kind Exchanges, International Income Tax, International Tax Controversies, International Taxation, Individual Taxation, Historic Rehabilitation Tax Credits, Inheritance Tax, Generation Skipping Tax, Income Tax|
- Arizona (Active), US District Court (Active)
- U of Toledo
Last Updated: January 17, 2021
Typical Hourly Fee:
Typical Fixed Fee:
Typical Contingency Fee:
Phoenix, Arizona, Maricopa County
Accept Credit Cards: No
Free Consultations: Yes
Tired of Searching?
Anonymously post your legal needs quickly and for free, and lawyers interested in helping you will contact you via email!GET STARTED