2 Metro Rankings
The firm?s practice includes all aspects of estate planning from simple to complex estates, including:
The preparation of Wills, trust agreements, and powers of attorney
all facets of charitable giving including the preparation of charitable lead and remainder trusts and the creation of private foundations
family giving techniques including the use of irrevocable trusts, private annuities, and promissory notes
specialized planning for family businesses including the creation of family limited partnerships and limited liability companies
The firm also advises with respect to all related tax matters including the application of income, estate, gift and generation-skipping taxes. The firm prepares estate and gift tax returns and advises with respect to the preparation of fiduciary income tax returns.
For clients who use the firm for their estate planning or probate matters, the firm will also assist with Title 14 guardianship and conservatorship matters, including the appointment of guardians and conservators and advice on the administration of the ward?s estate.
While the firm advises with respect to domestic asset protection; the firm does not handle off shore asset protection planning.
The firm handles post-mortem administration matters, including probate proceedings, advising with respect to the administration of trusts and estates, and the preparation of estate tax returns.
Finally, both Roger Curley and Kiernan Curley have extensive experience with respect to probate and trust litigation matters. Roger Curley worked as in-house counsel for the trust and financial services department of First Interstate Bank of Arizona and has considerable knowledge of the particular issues confronting corporate fiduciaries
Total Offices: 1
Total Attorneys: 2
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|Trusts and Estates||6|
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