Estates and Trusts

The Firm is involved in all stages of estate planning, including the preparation of wills, testamentary trusts, revocable and irrevocable trusts, long-term care qualifying trusts and insurance trusts. We counsel clients on estates and gift planning in an effort to minimize tax liability.

We represent clients in all stages of estate and trust administration. This includes both contested and uncontested estate administration (probate) proceedings, including will contests and  intestacy proceedings. The Firm represents fiduciaries and beneficiaries in contested estate administration proceedings. The Firm also represents clients in adult and minor guardianships and conservatorships.

The Firm represents clients with planning needs related to long-term care and health care services provided under the Arizona Long Term Care System (ALTCS) and the Arizona Division of Developmental Disabilities (DDD). We also advise clients regarding individuals with Serious Mental Illness (SMI) and the provision of behavioral health services in the publicly funded behavioral health system in Arizona.



Areas of Expertise

Arizona Long Term Care System (ALTCS) Advocacy

Division of Developmental Disabilities (DDD) Advocacy

Serious Mental Illness (SMI) Advocacy

Advance Directives


Contested Estates and Trusts

Decedents’ Estates

Estate Administration

Estate Planning

Family Trust

Fiduciary Law

Financial Planning

Guardian Ad Litem


Guardianship Administration

Incompetency Proceedings

Living Trusts

Mental Health Law

Powers of Attorney


Retirement Planning


Trust Administration

Trust Law