Board Certified Specialization: None
Professional Liability Insurance: Yes
Admitted to Practice Law: 1978
Admitted to State Bar of Arizona: October 7, 1978
Other Language(s): None
As my firm concentrates its law practice in areas related to taxation, I maintain an active CPA license in the state of California. The firm accepts engagements in the areas of (i) estate and income tax planning, (ii) estate (probate) and trust administration, including trust and estate tax returns, (iii) business formations, sales and acquisitions, including choice of income taxation as a sole proprietor, Subchapter S or regular corporation, or partnership; (iv) negotiation and documentation of buy-sell agreements, business transactions such as real estate sale, 1031 exchange or leasing arrangements, employment agreements, and general contracts, (v) tax controversy matters. The firm provides integrated legal and accounting analysis in discovering and resolving problems involving the commingling or misapplication of funds in trusts and business entities. The firm also will provide integrated legal, accounting and economic analysis to clients in connection with review of business plans and critique of business valuations in the context of buying or selling a business, or dissolving a domestic or business partnership.
Projects have included:
-Creation of revocable and irrevocable trusts, wills, and powers of attorney; probate and trust administration, including estate and gift tax returns as well as trust income tax returns for estates from $100,000 to over $20M.
-Principal legal counsel for set up, financing and operation of numerous start-up businesses, from small one person enterprises to one business which was named for two years to Inc. Magazine’s “500 Fastest Growing Companies” list and grew to have assets in excess of $100M. Areas dealt with included choice of entity, tax planning, securities offerings, employment agreements, employment disputes, intangible asset protection and many other areas.
-Resolution of corporate shareholder dispute relating to debt restructuring of a closely held corporation. Project included working with co-counsel on a bankruptcy trial, restructuring the company and the eventual profitable sale of assets in excess of $12,000,000.
-Reconstruction of income and preparation of numerous years of unfiled income tax returns.
Areas of Law and Practice
|Areas of Law||Areas of Practice|
|Business Law||Limited Liability Company Law, Joint Ventures, International Joint Ventures, Business Estate Planning, Business Fraud, Business Litigation, Business Mediation, Business Planning, Business Organization, Business Development, Business Crimes, Business Associations Law, Business Cooperatives, Business Enterprises, Business Dissolutions, Business Formation, Business Arbitration, Business Regulation, Business Reorganization, Business Start-Ups, Business Successions, Business Succession Planning, Business Syndication, Business Taxation, Business Transfers, Business Torts, Business Transactions, Business Valuation, Business Trusts, Buying and Selling of Businesses, Buy-Sell Agreements, Closely Held Business Estate Planning, Closely Held Business Law, Emerging Business Law, Cooperative Taxation, Complex Business Litigation, Closely Held business Taxation, Family Business Mediation, Family Business Law, International Business Law, Family Business Successions, Emerging Growth Companies, Emerging Growth Companies, Entrepreneurial Business Law, Entrepreneurial Business Law, Small Business Law, Privatization, Professional Practices, Private Business Law, Pass-Through Entities, Minority Business Law, Trade Association Law, Trade and Professional Associations, Strategic Alliances, Sole Proprietorships|
|Wills, Probate, Trusts and Estates||Adult Guardianship, Ancillary Probate, Advance Directives, Contested Wills, Decedents Estates, Conservatorship, Contested Trusts and Estates, Estate Administration, Estate Bankruptcy, Dependent Adult Abuse, Elder Guardianship, Estate Planning, Estate Litigation, Estate Planning for Parents of Handicapped Children, Wealth Preservation, Wealth Planning, Will Drafting, Successions, Surrogates Court Practice, Trust Administration, Trust and Estate collections, Trust Planning, Unclaimed Property, Trust Law, Trust Litigation, Estate Planning for the Elderly, Estate Planning for the Disabled, Estate Planning for Unmarried Couples, Estate Settlements, Family Wealth Transfer, Family Trusts, Fiduciary Law, Fiduciary Liability, Inheritance, International Estate Planning, Guardianship Administration, Incompetency Proceedings, Guardianship, Guardian Ad Litem, Fiduciary Litigation, financial Planning, Retirement Planning, Special Needs Trusts, Probate Taxation, Probate Litigation, Personal Planning, Pet Trusts, Probate Administration, Powers of Attorney, Living Wills, Mental Disability Law, Offshore Trusts, Missing Heir Searches, Living Trusts, International Trusts and Estates, International Trusts, International Probate|
|Taxation||Trusts and Estates Taxation, Transfer Tax, Taxation of Foreign Nationals, Tax Planning, Tax Shelters, Tax Valuation, Tax Law, Tax Legislation, Tax Litigation, Tax Incentives, Tax Fraud, Tax Evasion, Tax Deferred Exchanges, Generation Skipping Tax, Fiscal Law, Income Tax, Historic Rehabilitation Tax Credits, Inheritance Tax, Individual Taxation, Interstate Tax, International Taxation, International Tax Controversies, International Income Tax, Low Income Housing Tax Credits, Low Income Tax Credits, Local Taxation, Like Kind Exchanges, State Income Tax, Sales and Use Tax, Property Tax Assessments, Property Tax Appeals, Property Tax Abatement, Property Tax, New Markets Tax Credits, Personal Property Taxation, Tax Appeals, Tax Audits, State Tax Controversies, State Taxation, Tax Controversies, Tax Credits, Tax Collection, Tax Certiorari, Accounting Law, Estate and Gift Tax, Excise Tax, Expatriate Tax, Ad Valorem Tax, Criminal Tax Audits, Criminal Taxation, Employment Tax, Fiduciary Income Tax, Federal Tax Controversies, Federal Taxation, Federal Estate and Gift Taxation, Federal Income Tax|
- Arizona (Active), California (Active)
- U of California - Berkeley
Last Updated: January 17, 2021
Typical Hourly Fee: $400
Typical Fixed Fee:
Typical Contingency Fee:
Phoenix, Arizona, Maricopa County
Accept Credit Cards: No
Free Consultations: No
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