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.