Board Certified Specialization: None
Professional Liability Insurance: No
Admitted to Practice Law: 1965
Admitted to State Bar of Arizona: October 17, 1981
Other Language(s): None
AREAS OF PRACTICE
I specialize in estate planning and trusts. My specialized practice is devoted to private clients who want knowledgeable counsel in the areas of estate planning, estate and trust administration, and related areas of taxation.
Typical estate planning matters involve preparing trusts, Wills, financial and health care powers of attorney, living wills, life insurance trusts, and charitable trusts. Also included is advising clients on the tax consequences of IRA and retirement plan distributions and the many different types of property ownership.
Typical estate and trust administration matters include helping a personal representative or trustee value assets for tax reporting and distribution purposes, preparing estate and income tax returns for the estate or trust, and generally being responsible for all legal and accounting matters associated with the post-death administration of a decedent’s assets.
Featured Attorney - My practice is featured in A Cup of Coffee With 10 Leading Attorneys In The United States. The book was awarded Amazon’s coveted Best Seller Status.
Credentials — Awarded Doctorate in Law from the Ohio State University College of Law in 1964; memberships in American and Arizona Bar Associations and Probate & Trust Sections of those associations; former chairman of the Probate & Trust Section of the Arizona Bar Association and founding editor of Probate & Trust Newsletter; author of nationally published articles on estate planning and tax matters; admitted to practice in the United States Tax Court; Life Fellow of the American Bar Foundation – a global honorary society of attorneys, judges, law faculty, and legal scholars considered to be in the top 1% of the legal profession who have demonstrated outstanding achievement and professional distinction in the legal profession.
Areas of Law and Practice
|Areas of Law||Areas of Practice|
|Wills, Probate, Trusts and Estates||Estate Administration, Estate Planning, Probate Taxation, Powers of Attorney, Probate Administration, Living Trusts, Living Wills, Estate Planning for Unmarried Couples, Estate Settlements, Fiduciary Law, Family Wealth Transfer, Family Trusts, Inheritance, Trust Planning, Trust Law, Trust Administration, Wealth Preservation|
- Arizona (Active)
- Ohio State
Last Updated: January 18, 2021
Typical Hourly Fee:
Typical Fixed Fee:
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Phoenix, Arizona, Maricopa County
Accept Credit Cards: No
Free Consultations: No
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