estate planning Archives

Valley couple launch DocumentTrunk

insight enterprises - cloud messaging solutions

DocumentTrunk, a digital database that proactively communicates while safely storing consumer’s most precious life documents, announced its launch, Thursday, and is now available to the public. DocumentTrunk’s web-based program is a long-term solution to secure and store consumer’s estate planning documents to reduce the common risks, fraudulent activity and challenges associated with the last wishes… Read More →

Fennemore Craig elects 3 Phoenix directors

Jones, Skelton & Hochuli

Fennemore Craig, a law firm, announced the promotion of Kevin Green, Stacie Smith, and Stephanie Tribe to Director in the firm’s Phoenix office. “It is an honor to welcome Kevin, Stacie and Stephanie as directors and owners of the firm,” said Steve Good, managing partner of Fennemore Craig. “Their promotion is well-deserved and is a… Read More →

Quarles & Brady Adds Dana Law Firm to Practice

Quarles & Brady Managing Partner Nicole Standton, far left, firm Managing Partner Fred Lautz, Matt Dana and firm Chair Kimberly Leach Johnson attend a signing ceremony welcoming Dana to the team, effectively launching Quarles’ Scottsdale office.

The national law firm of Quarles & Brady LLP today announced that Matt Dana, a premier estate planning attorney in Scottsdale, will be joining the firm on November 1, along with two associates and two paralegals on his team. Their affiliation with Quarles & Brady will build on the work of Quarles & Brady attorney… Read More →

Expert offers advice on estate planning

Sherman & Howard's Hope Leibsohn was selected to Southwest Super Lawyers.

Hope Leibsohn is an estate and tax planning attorney with Sherman & Howard. She has more than 25 years of experience in all aspects of estate planning involving wills, trusts, charitable techniques, estate freezes, and other sophisticated wealth transfer strategies. Az Business got Leibsohn’s views on estate planning. Az Business: Who should have an estate… Read More →

Szkatulski Joins Sherman & Howard’s Scottsdale Office

Sherman & Howard L.L.C. announced the addition of Jennifer Szkatulski to its Scottsdale office.  Jennifer, who has practiced at the firm as a consultant since 2012, will join the firm’s estate planning group as an associate. Sherman & Howard’s estate and tax planning attorneys work with high net worth individuals, families, business owners, entrepreneurs and… Read More →

Louis Silverman, Kristel Patton Merge Practices

by in Business News | Legal

Valley attorneys Louis Silverman and Kristel Patton, both members of Wealth Counsel, who have co-presented many financial workshops on estate planning during the past several years, have formed a business partnership that merges their practices. Silverman Patton, PLLC is operating out of offices at 3231 S. Country Club Way, Suite 101 in Tempe, which originally… Read More →

Identity Thieves Targeting the Deceased: Plan Now

Employee Theft
by in Featured | Legal

Identity theft is always a difficult and frustrating situation and could take many years to repair the damage done to one’s credit. However, today millions of Americans are being haunted with an even more disturbing situation: learning that a criminal is using the identity of a deceased loved one to apply for credit. An ID… Read More →

Ryley Carlock Expands Corporate Practice in Phoenix

by in Business News | Legal

Ryley Carlock & Applewhite has added Amber D. Curto as an associate in the firm’s Estate Planning and Corporate Practice Groups. “Ryley Carlock is committed to the recruitment of young talented attorneys like Amber, who can assist our shareholders in finding the best possible solutions for our clients,” stated Managing Shareholder Rodolfo Parga. “Amber brings… Read More →

JacksonWhite Names First Female Shareholder


JacksonWhite P.C. announced that attorney Susan Court was made a shareholder of the firm.  Court joins 12 other attorneys at JacksonWhite who share the distinction of shareholder. Court joined JacksonWhite in 2005 and focuses her practice on elder law, probate, guardianships, conservatorships, and estate planning. Court assists clients with end-of-life issues including incapacity, mental illness… Read More →

Morris, Hall and Kinghorn marks milestone

Estate Planning: Planning Your Future
by in Business News | Legal

Morris, Hall and Kinghorn PLLC was honored at the annual Spring Summit hosted by the American Academy of Estate Planning Attorneys. This April’s conference in Philadelphia, PA was especially meaningful, both for the Academy and for MHK.  The conference marked both the 20th Anniversary of the Academy, and MHK’s proud affiliation as members of the… Read More →

Wanslee Elected to Gust Rosenfeld Executive Committee

by in Business News | Legal

Gust Rosenfeld announced that Madeleine C. Wanslee has been elected to its Executive Committee, the governing body of the firm. Wanslee is Co-Chair of the firm’s Bankruptcy, Restructuring and Creditors’ Rights Practice Group.  Her practice focuses on creditors’ rights and related state and federal court litigation, including commercial and consumer bankruptcy, loan workouts, foreclosure, deficiency… Read More →

Enterprise Bank Offers Free Business Course
by in Banking | Business News | Events

Enterprise University, an educational program offered by Enterprise Bank & Trust, will continue its Spring 2013 courses with an April 2 class on “Personal Fiscal Fitness: The Critical Components of a Financial Plan.” The morning workshop includes a continental breakfast and will focus on wealth accumulation, retirement funding, estate planning and ensuring financial goals are… Read More →

Estate planning firm names managing partner

The law firm of Morris, Hall & Kinghorn, P.L.L.C (MHK), the largest estate planning law firm in Arizona, has named Katherine A. O’Connell as the new managing partner. O’Connell’s new role will require her to balance the heavy demands of her professional life with the needs of her growing family. She is the mother of… Read More →

Elder Law Attorney Joins Jaburg & Wilk

Michelle M

The law firm of Jaburg & Wilk, P.C. announced that Michelle M. Lauer joined the firm as an Associate to assist with Special Needs Trust Matters, Elder Law and Insurance Defense. Lauer has accumulated over fourteen years in the legal industry gaining experience in Commercial Litigation, Probate, Adult Guardianships, Estate Planning, Utilities, and Appellate. “We are… Read More →