Tag Archives: Trisha Baggs

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.

Quarles & Brady Adds Dana Law Firm to Practice

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 Trisha Baggs, a highly regarded estate planning attorney in the firm’s Phoenix office. With the addition of Dana and his team, Quarles & Brady will establish a presence in Scottsdale, its 10th location nationwide and third in Arizona. The new office will be located at 8817 E. Bell Road, Suite 201, Scottsdale, Arizona, 85260.

Dana Law Firm founder Matthew S. Dana will be joining Quarles & Brady as a partner in the firm’s Phoenix office. He will combine his highly developed Arizona trusts & estates practice with Quarles & Brady’s national practice, allowing the two firms to support and augment one another on a single platform, enhancing the new union’s ability to serve clients across Arizona and the country in general.

The new Scottsdale office will continue to serve local trusts & estates clients, but the service offerings at that location will multiply, as it delivers Quarles & Brady’s full range of business legal representations as a full member of the national network.

Also joining Quarles are associates Trevor Whiting and Todd Smith, and paralegals Jennifer Skubic and Kate Sieger. Whiting and Sieger will join Dana in the firm’s Phoenix office, while Smith and Skubic will work in the Scottsdale office.

“We’re gratified that our firm continues to grow at such a robust pace, especially because that growth is driven by solid opportunities,” said Firm Chair Kimberly Leach Johnson. “We look forward to increasing our trusts & estates portfolio through the special strengths that Matt Dana and his team bring to the firm, and we’re also delighted to add Scottsdale to our national service network. It’s a win-win development.”

“My team and I have been providing our clients with premium trusts & estates services for many years, and now we have an opportunity, together with Trisha Baggs and the entire Quarles & Brady team, to offer them even more assistance, in many areas of law, with the power and reach of a national firm,” said Dana. “My team will continue to offer the same excellent estate planning services to our many former Dana Law Firm clients, but the chance to take it up another notch by joining Quarles & Brady is too good to pass on.”

“We are very pleased to have Matt Dana and members of his team join our Phoenix office and to be opening the firm’s third Arizona office,” said Phoenix Managing Partner, Nicole Stanton. “Partnering Matt with our own Trisha Baggs creates a powerhouse trusts & estates ensemble right here in Arizona, enhancing our on-the-ground presence and the width and breadth of our nationwide practice, allowing us to better serve our clients here and on a national scale.”

Quarles & Brady intends to be an active member of the Scottsdale community, as it has been in Phoenix, Tucson and its seven other locations across the country. The firm has a long history of enthusiastic social responsibility, embraced by civic-minded lawyers and staff members alike. The firm is committed to supporting and sustaining its local communities through its Quarles Cares program and pro bono services, reflecting an ongoing devotion to making communities the firm calls “home” better places to live. Matt Dana is himself a long-time, ardent supporter of Arizona State University and has been active in several of its programs and initiatives through the years.

About the Attorneys:

Matthew S. Dana, founding attorney of the Dana Law Firm, has spent last 25 years building one of the top estate planning practices in the state of Arizona. Dana practices exclusively in the areas of estate and asset protection planning. His clients range from modest estates to the extremely wealthy, including multimillionaires and other similarly situated clients, some of which have a net worth in excess of $50 million.

Trevor Whiting concentrates his practice on estate/gift tax planning and estate/trust income tax planning. Whiting’s strong background in tax law is beneficial to addressing the tax issues that arise while planning or administering an estate. He handles the estate and income tax issues related to dealing with out-of-state fiduciaries or trusts and estates owning property in multiple jurisdictions.

Todd Smith focuses his practice on estate planning, probate and trust administration, and business organizations. Smith has extensive experience with business organizations, including advising business owners and preparing buy-sell agreements for business succession planning as well as advising clients with substantial wealth in forming business entities like limited liability companies (LLC’s) and family limited partnerships (FLP’s) for asset protection and estate planning purposes.

Jennifer Skubic assists clients in estate planning, probate and trust administration. She has firsthand knowledge of how to execute trust documents and how to fund a living trust and works very closely with the attorneys to administer trusts and estates once someone has passed away.

Kate Sieger has extensive experience with helping clients attain their estate planning goals and enjoys working with a diverse group of clients. She works closely with attorneys, helping clients administer an estate after the death of a loved one.

charitable trust

Top Lawyers list: Estate/trust litigation

Az Business magazine’s 2013 top lawyer list was created after the editorial department asked Arizona law firms to nominate their two best attorneys from 16 different categories for consideration. Those nominees were put on a ballot and were voted on by their peers in the legal community and the readers of Az Business magazine to determine the exclusive 2013 Az Business Magazine Top Lawyers list.

Trisha Baggs
Quarles & Brady LLP
602-229-5381
www.quarles.com
Baggs’ practice focuses on estate planning, probate and trust administration. Baggs provides simple and sophisticated estate planning advice.

William A. Clarke
Jennings Strouss
602-262-5886
www.jsslaw.com
Clarke has worked with numerous Arizona business families in estate planning, general business matters (including business succession planning), corporate transactions, and real estate transactions.

Robert Dyer
Polsinelli
602-650-2049
www.polsinelli.com
Dyer serves general contractors, owners and others in the construction industry, as well as commercial and probate litigants.

James A. Fassold
Tiffany & Bosco, P.A.
602-452-2720
www.tblaw.com
Fassold is a shareholder at Tiffany & Bosco who concentrates his practice on probate and trust litigation, estate administration, elder law, and appeals.

J. Noland Franz
Buchalter Nemer
480-383-1861
www.buchalter.com
Franz is certified by the State Bar of Arizona as an Estate & Trust Specialist, and he focuses his practice on estate planning, asset protection, probate, business, tax, and related litigation and appeals.

Lauren Garner
Jaburg Wilk
602-248-1042
www.jaburgwilk.com
Garner’s case highlights include deftly negotiating the settlement of a trust dispute, avoiding the need for costly litigation.

Alisa J. Gray
Tiffany & Bosco, P.A.
602-452-2719
www.tblaw.com
Gray is a shareholder at Tiffany & Bosco who concentrates her practice on probate and trust litigation, estate administration, elder law and mediation.

Charitie Hartsig
Ryley Carlock & Applewhite
602-440-4898
www.rcalaw.com
Hartsig practices in the areas of labor & employment law, general commercial litigation, probate litigation, and appellate advocacy.

Jeffrey Manley
May, Potenza, Baran & Gillespie
602-774-3505
maypotenza.com
Manley practices in the areas of estate planning, estate and trust administration, and corporate law focusing on counseling high-net-worth individuals, families and closely held business organizations.

Phoebe Moffatt
Sacks Tierney P.A.
602-268-4700
www.sackstierney.com
Moffatt is a certified specialist in estate and trust law, as certified by the Arizona Board of Legal Specialization and the State Bar of Arizona.

James Ryan
Quarles & Brady LLP
602-229-5706
www.quarles.com
Ryan practices in the area of complex commercial litigation, litigation involving direct sales companies and distributors, civil racketeering litigation, business torts, actions for breach of contract, and class actions.

Robert N. Sewell
Davis Miles McGuire Gardner, PLLC
480-344-4036
www.davismiles.com
Sewell’s litigation experience involves cases in federal, state and administrative settings. He has also resolved disputes through mediation, arbitration, as well as bench and jury trials.