Jennings Strouss handles all aspects of estate planning and probate. Our Our estate planning attorneys provide a wide range of services related to the implementation of complex estate plans for clients, such as the drafting of various types of wills, revocable and irrevocable trust agreements, and family partnership agreements. They also assist in the preparation of trust related documents, including living trusts, marital deduction and generation-skipping transfer tax trusts, irrevocable life insurance trusts, trusts designed for facilitating gifts to minors, and specialty trusts.
Our estate planning attorneys have significant experience representing clients in all aspects of tax, corporate and business planning. We regularly advise clients with respect to their general business planning including the choice of entities in which to conduct business as well as advising and representing clients in merger and acquisition transactions. We also have a particular emphasis in the employee benefits area including the design, implementation and other aspects of pension, profit sharing and other qualified plans. Our attorneys also spend a considerable amount of time advising clients on non-qualified deferred compensation plans, incentive stock option plans and other types of employee benefit plans.
Our probate attorneys regularly act as counsel to trustees and administrators of large estates, assisting fiduciaries with fulfilling their duties, including representation of personal representatives in administering estates. We also assist trustees in the fulfillment of their duties, including funding trusts, distributing trust assets, interpreting trust instruments, and redrafting and amending trusts. They also represent clients in will contests and other testamentary disputes, and represent heirs and devisees in overseeing the administration of estates in which they have an interest.
The firm’s estate planners are involved in a number of professional organizations, including the American College of Trust and Estate Counsel, Central Arizona Estate Planning Council, and Valley Estate Planners.