Scottsdale, Arizona Estate Planning Lawyers

Scott David Stewart
PREMIUM

Scottsdale, AZ Estate Planning Attorney with 18 years experience

Stewart Law Group is a small boutique firm focused on Divorce, Family Law and Child Custody with six offices in the Greater Phoenix area. Whether you're facing a divorce, custody battle, or spousal support hearing,... Read More »
View Profile
Scott David Stewart
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Scottsdale, AZ Estate Planning Attorney with 18 years experience
(480) 425-1400 17470 N Pacesetter Way
Scottsdale, AZ 85255
Estate Planning, Divorce, Family and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
Stewart Law Group is a small boutique firm focused on Divorce, Family Law and Child Custody with six offices in the Greater Phoenix area.

Whether you're facing a divorce, custody battle, or spousal support hearing, facts and information are crucial to supporting your case and protecting your rights. If your spouse has hidden money in bank accounts you never knew existed or suffers from an addiction that could put your children at risk, you need a divorce lawyer who can expose and collect facts important to your case.

The Family law attorneys at the Stewart Law Group, pllc have experience working with...
Quinn DeAngelis Jr
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 26 years experience
(480) 281-1512 7077 E. Marilyn Road, Suite 125
Scottsdale, AZ 85254
Estate Planning, Business and Probate
Quinn has been practicing general business and estate planning law since 1992 and was an equity partner at Jennings Strouss & Salmon, P.L.C. prior to opening his own law firm, DeAngelis Legal, in 2005. He is Board Certified in Estate and Trust Law by the State bar of Arizona, has an AV* Preeminent rating from Martindale Hubble and a 10/10 rating from AVVO. He frequently speaks on a variety of topics, including estate planning, corporate planning and succession planning. During the course of his career he has worked with some of the most successful individuals and businesses...
Christopher Hildebrand
Claimed Lawyer ProfileQ&ASocial Media
Scottsdale, AZ Estate Planning Lawyer with 24 years experience
(480) 305-8300 4900 North Scottsdale Road
#1500
Scottsdale, AZ 85251
Estate Planning, Divorce, Elder and Probate
Arizona State University
My experience as an Arizona family law attorney began in 1995 after acquiring my license to practice law. I received my legal education from Sandra Day O'Connor at Arizona State University in 1994. After my 18 years of legal practice, I have had the ability to reach an elite level of knowledge in divorce, child custody, alimony, child support, child abuse, alimony, paternity, military divorce, estate planning and much more.
Jason Pistiner
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 18 years experience
(602) 264-0110 7502 E. Pinnacle Peak Rd.
Suite B118
Scottsdale, AZ 85255
Free ConsultationEstate Planning, Divorce, Family and Probate
Arizona State University
I am an attorney who helps solve difficult problems for clients. The areas that I focus my problem solving skills in are family law, estate planning, civil litigation, corporate formation and consumer bankruptcy. I am actively involved in building business relationships by being the educational coordinator for BNI DC Ranch Chapter and by currently serving as Vice President of AmSpirit Business Connections Scottsdale Airpark Community. I volunteer my time with the Boys and Girls Club of Metro Phoenix and with Valley Youth Theatre, both of which my wife serves on the boards of. My firm, Singer Pistiner, P.C., prides itself...
Peter H. Westby
Claimed Lawyer ProfileQ&ASocial Media
(855) 274-9529 3260 N. Hayden Road
Suite 210
Scottsdale, AZ 85251
Free ConsultationScottsdale, AZ Estate Planning Attorney with 45 years experience
Estate Planning, Bankruptcy, Elder and Probate
James E. Rogers College of Law, University of Arizona
Born in Minnesota, Attorney Peter Westby has resided in Arizona since 1962 and in Phoenix since 1974. Mr. Westby graduated from the University of Arizona College of Law in 1973 and entered the practice of law as a prosecuting attorney, first with the City of Tucson and then with the Pima County Attorney's office as a Criminal Trial Deputy. He joined partner Harvey Platt in the private practice of law in Phoenix in 1974 and together they formed Platt & Westby, P.C. Mr. Westby practices in the areas of real estate law, civil litigation, family law, estate planning, probate, estate...
Paul Edward Deloughery
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney with 20 years experience
(602) 443-4888 10617 N. Hayden Rd.
Suite B-100
Scottsdale, AZ 85260
Estate Planning, Business and Probate
University of Iowa
I grew up in Winona, Minnesota. I received my undergraduate degrees at Indiana University-Bloomington (B.A. History and B.S. Music). My clients like me because I am results-oriented, and I am able to come up with practical and efficient solutions to difficult situations. My father died when I was 16, and my mom was in a very difficult financial situation as a result. Both of my parents had been business owners, but once my father passed away, my mom was not able to juggle everything. The result was financial hardship and several years of my mom...
Whitney Sorrell
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney with 21 years experience
(480) 776-6055 7575 E Redfield Rd. Suite 217
Scottsdale, AZ 85260
Free ConsultationEstate Planning, Business and Tax
Whitney L. Sorrell, Jr. is the sole practitioner at Sorrell Law Firm, PLC. Whitney practices law in the areas of federal taxation, sophisticated estate planning, probate and trust administration, IRS tax disputes , business formations and transactions. Whitney received his bachelors degree in Bank Financial Management in 1987 from Arizona State University; his MBA (summa cum laude) in 1995 from the University of Phoenix; and graduated from the Arizona State University College of Law in 1998. He has been a certified public account (CPA) in Arizona since 1993. He is admitted to practice in all Arizona State Courts, the Federal...
Jeffery Slater
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 29 years experience
(480) 560-9602 10963 North 130th Place
Scottsdale, AZ 85259
Estate Planning, Insurance Claims, Personal Injury and Probate
University of Denver
Stanna Michelle Slater (born Jeffery Slater) works in civil litigation and estate planning. The civil cases involve injuries, contracts, insurance & inheritance. The firm is qualified to practice in all Arizona state and federal courts.

Stanna Michelle Slater became a licensed Arizona attorney in 1989.

Stanna founded the Law Office of Jeffery S. Slater, P.C. in 1999 after practicing for nearly 10 years with Arizona's finest trial lawyers (handling the most complex civil cases, including disputes alleging medical malpractice). Since its launch, the Law Office of Jeffery Slater has represented a diverse group of insurance companies, healthcare providers, corporations...
Ryan K Hodges
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Scottsdale, AZ Estate Planning Lawyer with 10 years experience
(480) 464-1111 5635 N Scottsdale Rd Ste 170
Scottsdale, AZ 85250
Free ConsultationEstate Planning, Elder and Probate
Sandra Day O'Connor College of Law, Arizona State University
Ryan Hodges practices in the areas of probate, estate and trust administration, and elder law, including long-term care planning and special needs trusts. He is also a Registered Patent Attorney with experience in patent preparation and prosecution.

Bar Admissions: Ryan was admitted to the State Bar of Arizona in 2008. He is licensed to practice in all state courts, the United States District Court for the District of Arizona, and the United States Court of Appeals for the Ninth Circuit. He is also licensed to practice before the United States Patent and Trademark Office.

Education and Honors: Ryan earned his undergraduate degree...
Tait Elkie
Claimed Lawyer ProfileSocial Media
Fountain Hills, AZ Estate Planning Lawyer with 17 years experience
(480) 345-2993 13034 North Verde River Drive, Suite 104
Fountain Hills, AZ 85268
Free ConsultationEstate Planning, Criminal, DUI and Personal Injury
California Western School of Law
I have been a licensed attorney since 2002, and have handled thousands of cases. The focus of my practice is Estate Planning and Probate, Personal Injury, and Criminal/DUI defense. Prior to becoming an attorney, I held various positions within the legal field to include process server, law clerk, and private investigator. I am licensed to practice in all Arizona State Courts, the United States District Court for the District of Arizona, and the United States Court of Appeals for the 9th Circuit.
Bernard Rethore
PREMIUM

Arizona Estate Planning Lawyer with 31 years experience

Dickinson School of LawConnecticut, Pennsylvania, U.S. District Court, District of Arizona, U.S. District Court, Eastern District of Pennsylvania and Arizona
View Profile
David Thomas Bonfiglio
PREMIUM

Scottsdale, AZ Estate Planning Attorney with 25 years experience

University of Wyoming College of LawArizona and Colorado
View Profile
Brian Glen Winter
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 26 years experience
(480) 425-1400 17470 N Pacesetter Way
Scottsdale, AZ 85255
Estate Planning, Divorce, Family and Probate
Mr. Winter received his B.A. in Government & Politics in 1990 from St. John's University and then received his Juris Doctor from St. John's University School of Law in 1993. He has extensive practice in Family Law, Divorce Mediation, Divorce Collaborative Law, Probate Law, and Civil Litigation. Mr. Winter is admitted to practice law in Arizona, Connecticut, New York and Florida. He is also admitted to practice in the United States District Court, District of Connecticut. As a native of Connecticut, Mr. Winter was actively involved in the local community and was a member of the Board of...
Matthew Mark Jones
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 14 years experience
(480) 455-1226 14850 N Scottsdale Rd #355
Scottsdale, AZ 85254
Estate Planning, Business, Elder and Probate
The John Marshall Law School
Matthew Jones is committed to helping the great citizens of Arizona with their Estate Planning and Probate Administration needs. Originally from Michigan, Mr. Jones went to Law School in Chicago and practiced law in Florida before settling in and bring his talents and experience to Arizona. Mr. Jones specializes in making the sensitive process of planning a will or trust progress as simple and seamless as possible.
Ryan Zenk
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney with 30 years experience
6900 East Camelback Road
Suite A39
Scottsdale, AZ 85251
Free ConsultationEstate Planning, Elder and Probate
University of Wisconsin - Madison
The ONLY law firm in Wisconsin with an affiliated Geriatric Care Management Firm. I provide families with private care assessments and consultation on care options (facilities, in home care, life care plans) along with educating families with available options on how to pay for care including available county, state, federal, Veteran, and private grants available to help with covering care costs. I also offer Medicaid, Family Care and ISIS application assistance as well as holistic planning from day one through end of life care. W. Ryan Zenk is a practicing Attorney with Elder Law Center of WI, LLC...
Rilus Matthew Dana
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney
(480) 924-4424 7154 E. Stetson Dr #210
Scottsdale, AZ 85251
Free ConsultationEstate Planning, Elder, Probate and Tax
Thomas Jefferson School of Law
I am passionate about providing quality legal plans that protect families and loved ones. My law practice is strictly limited to Estate Planning and Asset Protection planning. I am licensed to practice law in California, Nevada and Arizona
Riley Snow
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney with 13 years experience
(480) 477-6311 14362 N. Frank Lloyd Wright Blvd.
Ste. 1000
Scottsdale, AZ 85260-8847
Estate Planning, Business and Real Estate
The University of Utah S.J. Quinney College of Law
Riley Snow serves clients in Arizona and Utah on matters relating to business formation and compliance, property and resource development, and civil litigation. Riley represents small businesses, professional entities, partnerships, cooperatives, publicly traded companies, government entities and individuals. Specialties Business/Corporate Representation Real Property Acquisition Water and Mineral Development Estate Planning Civil litigation
Grant Boland
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer
(480) 420-8268 15100 North 78th Way
Suite 203
Scottsdale, AZ 85260
Estate Planning, Business, Probate and Tax
Western New England University School of Law
Estate Planning Attorney at Boland Law Group, PLLC in Scottsdale, AZ
Harvey B. Platt
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 46 years experience
(855) 274-9529 15849 N 71st St
#100
Scottsdale, AZ 85254
Free ConsultationEstate Planning, Bankruptcy, Elder and Probate
James E. Rogers College of Law, University of Arizona
Kip Micuda
Claimed Lawyer ProfileBlawgsearchSocial Media
Scottsdale, AZ Estate Planning Lawyer
(480) 305-8300 4900 North Scottsdale Road
#1500
Scottsdale, AZ 85251
Estate Planning, Divorce, Family and Probate
Ben E. Connor
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 25 years experience
(800) 679-6709 9777 N. 91st Street, Suite C-103
Scottsdale, AZ 85258
Estate Planning
California Western School of Law
The Connor Law Firm, founded more than 23 years ago by Ben E. Connor, focuses 100% on Estate Planning, including Living Trusts; HUD compliant Living Trusts (to hold a reverse mortgage); Wills; IRA Beneficiary Trusts; Probate; Estate Settlement; LLC formation; and other legal protections.

Ben was contributing author, with BYU law professor Rust Tippett, of the Utah Domestic Asset Protection Trust statute which was signed into law on March 28, 2013 by Governor Herbert. The new law places Utah in the top tier of states that have enacted such laws.

The Connor Law Firm is a boutique Estate Planning Law Firm which...
Kari R. Meyrose
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Attorney with 11 years experience
(480) 729-6211 5635 N Scottsdale Rd
Ste 170
Scottsdale, AZ 85250-5945
Free ConsultationEstate Planning, Business, Elder and Probate
Loyola University Chicago
Kari R. Meyrose practices in the areas of estate planning and administration, probate, elder law, real estate transactions and commercial law. Ms. Meyrose has represented clients in a wide variety of matters including the development and implementation of strategic, comprehensive estate plans designed to meet the diverse needs of a wide variety of clients, contested and uncontested trust and probate administration, guardianships, business formation and succession planning, employment related matters, and contract and lease negotiations.

Ms. Meyrose received her legal education from Loyola University Chicago School of Law, where she graduated with a Juris Doctor in 2008. During Ms....
Abigail Neal
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 10 years experience
(480) 699-7992 15035 N 73rd St
Ste B
Scottsdale, AZ 85260
Estate Planning, Business and Probate
University of Idaho College of Law
Laura Still
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 11 years experience
(480) 704-3037 6424 E. Greenway Parkway
Suite 114
Scottsdale, AZ 85254
Estate Planning and Probate
University of Miami School of Law
David Thomas Bonfiglio
Claimed Lawyer ProfileLII Bronze
Scottsdale, AZ Estate Planning Attorney with 25 years experience
(480) 970-0974 4356 N Civic Center Plaza
Scottsdale, AZ 85251
Estate Planning, Collections, Landlord Tenant and Probate
University of Wyoming College of Law
Linda Marie Brown
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney with 9 years experience
(480) 473-8926 15333 N Pima Rd
Suite 305
Scottsdale, AZ 85260
Estate Planning, Business, International and Probate
Kelly G. Poe
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney
(480) 455-1226 14850 North Scottsdale Rd #355
Scottsdale, AZ 85254
Free ConsultationEstate Planning, Elder and Probate
Phoenix School of Law
Kelly G. Poe is an associate attorney with Gorman & Jones, PLC, an estate planning and probate law office based in Phoenix.
Grant McKeehan
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney
(602) 791-6174 4204 North Brown Avenue
Scottsdale, AZ 85251
Estate Planning and Tax
Sandra Day O'Connor College of Law, Arizona State University and New York University School of Law
When you come to Grant N. McKeehan law firm, you can have confidence that your case rests in reliable and competent hands. Attorney McKeehan is an estate planning lawyer in Scottsdale who has assisted numerous other individuals who are in complications much like yours, and he is well equipped to serve you today. He has presented at the State Bar of Arizona Minority Bar Convention, the Scottsdale Artists’ School, and the National Business Institute. He also has been admitted to the State Bar of Arizona and the U.S. Tax Court. Attorney McKeehan received his undergraduate degree at The University of...
Zachary Dana
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Attorney
(480) 389-3115 8817 E Bell Rd Ste 201
Scottsdale, AZ 85260
Free ConsultationEstate Planning and Probate
Glenn Monserrat
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Lawyer with 12 years experience
(602) 703-1996 7135 E. Camelback Rd.
Scottsdale, AZ 85251
Estate Planning, Business and Tax
University of Washington School of Law and Seattle University School of Law
Steven Michael Jackson
Claimed Lawyer ProfileSocial Media
Scottsdale , AZ Estate Planning Lawyer with 4 years experience
(480) 994-5000 3260 N. Hayden Rd.
Suite 210
Scottsdale , AZ 85251
Estate Planning, Business, Elder and Probate
Arizona Summit Law School
After growing up in Illinois and New York City, Steven joined the Army in 2002 and deployed to Iraq twice as a squad leader. While in the military, he graduated Cum Laude with a B.A. in Business Management from Chaminade University of Honolulu and continued on to earn his MBA. Steven was then awarded a merit scholarship to Arizona Summit Law School, where he earned his Juris Doctor and gained practical experience from established attorneys throughout the Valley. Prior to starting Steven M. Jackson Law Group, Steven worked at J.P. Morgan Chase, focusing on federal compliance, specifically the Patriot...
Patrick Thomas Stanley
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Lawyer with 16 years experience
(480) 219-5481 6720 N. Scottsdale Road
Suite 150
Scottsdale, AZ 85253
Free ConsultationEstate Planning, Business and Health Care
James E. Rogers College of Law, University of Arizona
Patrick Stanley has extensive experience assisting doctors, practice groups, and healthcare-related businesses meet their legal needs. He advises healthcare professionals and organizations throughout every step of their career.

Mr. Stanley has received an AV Preeminent rating by Martindale-Hubbell Law Directory, the highest possible rating in both ability and ethical standards, as determined through a rigorous peer review process. He has also achieved a ranking of “Superb” on the Avvo legal directory, which is based on input from colleagues and former clients. Arizona Business Magazine has recognized Mr. Stanley as one of the “Best of Arizona” in the areas of Healthcare,...
Jeffrey Richard Perry
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Attorney with 31 years experience
(480) 368-5441 8777 N. Gainey Center Drive
Suite 191
Scottsdale, AZ 85258
Estate Planning, Business and Securities
Southern Methodist University
Jeff combines his unique experience as both a lawyer and a businessman to fashion well reasoned and practical solutions in counseling and advising his clients. He is sensitive to the business considerations that are important to a business client and understands the operational and financial aspects of running a business. He is admitted to practice law in both Arizona and Texas and has focused his practice on business law matters including representation in the areas of entity formation, structured capital raises and financings including private placements of securities, business combination transactions, SEC reporting and other general company business...
Michael Clancy
Claimed Lawyer ProfileBlawgsearchSocial Media
Scottsdale, AZ Estate Planning Attorney
(480) 305-8300 4900 North Scottsdale Road
#1500
Scottsdale, AZ 85251
Estate Planning, Divorce, Elder and Family
Jeffrey Perry
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Attorney with 31 years experience
(480) 368-5441 Scottsdale Spectrum
6720 N. Scottsdale Road #261
Scottsdale, AZ 85253
Estate Planning, Business and Securities
Southern Methodist University
Jeff combines his unique experience as both a lawyer and a businessman to fashion well reasoned and practical solutions in counseling and advising his clients. He is sensitive to the business considerations that are important to a business client and understands the operational and financial aspects of running a business. He is admitted to practice law in both Arizona and Texas and has focused his practice on business law matters including representation in the areas of entity formation, structured capital raises and financings including private placements of securities, business combination transactions, SEC reporting and other general company business transactions including...
Matt Dana
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 35 years experience
(800) 753-3262 8817 E Bell Rd Ste 201
Scottsdale, AZ 85260
Estate Planning and Probate
Arizona State University
Ike Devji
Claimed Lawyer ProfileSocial Media
Scottsdale , AZ Estate Planning Lawyer with 16 years experience
(602) 808-5540 8245 N. 85th Way
Suite A
Scottsdale , AZ 85258
Estate Planning and Business
Asset Protection and Wealth Preservation planning has been the sole focus of Attorney Ike Devji’s legal practice for the last 14 years and he is among the most experienced counsel in this area in the Southwest.

Devji and his colleagues protect over $5 Billion in personal assets for a national client base that includes thousands business owners and entrepreneurs in every imaginable field, and this excludes the value of their businesses. He is a noted national educator (CME, CLE, CE) and author with over 300 nationally published bylines and a frequent speaker on asset protection and risk management who...
Robert W. Boland Jr.
Claimed Lawyer ProfileSocial Media
Scottsdale, AZ Estate Planning Lawyer with 45 years experience
(480) 420-8268 14850 North Scottsdale Road
Suite 350
Scottsdale, AZ 85254
Estate Planning, Business and Tax
Dwain Pickens
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Attorney
(480) 515-9800 8800 E. RAINTREE DR.,
SUITE 155
Scottsdale, AZ 85260
Estate Planning, Business and Tax
Kent Berk
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Lawyer with 27 years experience
14220 N. Northsight Boulevard
Suite 135
Scottsdale, AZ 85260
Estate Planning, Elder and Personal Injury
Tulane University
Kent is tenacious, knowledgeable, thorough and aggressive. Kent treats his clients as he would want to be treated if he were involved in a legal matter. He constantly considers the legal strategies available in light of the practical, emotional and economic consequences of potential options and results. He gives each client personalized attention and strives to handle each matter in an efficient and cost-effective manner. He goes the extra distance. Kent Berk was born in Denver, Colorado, and moved to Scottsdale, Arizona in 1972. He graduated from Arizona State University with a degree...
Shad M. Brown
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Attorney with 11 years experience
(480) 447-7107 9375 E. Shea Blvd., #100
Scottsdale, AZ 85260
Free ConsultationEstate Planning, Business, Probate and Tax
Shad M. Brown, J.D., LLM, is a managing partner of the Brown Naegle Crider & Jensen Law Firm. Shad’s practice is concentrated in estate planning, tax planning, tax controversy and qualified domestic relation orders. Prior to forming Brown & Jensen, Shad was an attorney with the Dana Law Firm. It was there Shad established a premier tax practice for the firm involving complex tax planning and tax controversy resolution. Before entering private practice, Shad worked as an attorney at the IRS’s Office of Chief Counsel where he represented the IRS in civil and criminal tax matters. Shad’s experience includes work...
Mr. Joseph A. Velez
Claimed Lawyer Profile
Scottsdale, AZ Estate Planning Lawyer with 25 years experience
(480) 710-5079 7150 E. 2nd Street, Suite 200
Scottsdale, AZ 85251
Estate Planning, Bankruptcy, Business and Employment
Lawyer Rating
Years of Experience
Language
Fees
Profile Strength

Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.