Trustee Notice to Creditors Protects Beneficiaries

April 9, 2020

Jeffrey M. Manley  Ryan Beachum  Trusts can be a useful tool in estate planning. Trusts provide the settlor (the “creator” of the trust) with added control over the distribution of his or her life’s work. They also allow for the protection of beneficiaries against creditors. Finally, trusts provide for the avoidance of Arizona’s probate requirements…read more

Phoenix real estate lawyer

Keeping Your Vacation House in the Family

January 17, 2018

Jeffrey M. Manley 10 Reasons You May Want to Consider Talking to an Attorney If you own a vacation house long enough, eventually you may watch a family saga of some sort – Mom and Dad pass away, leaving the vacation house outright to four siblings who have never gotten along.  The four siblings, their…read more

Special Needs Trust

June 28, 2017

Jeffrey M. Manley Sometimes parents or grandparents set up trusts to benefit children or grandchildren, but when beneficiaries have special needs, a standard trust may not fill the bill. Generally, trusts are appropriate for transfers to minors since they protect the assets until the minor can handle the funds independently.  However, if a loved one…read more

Trustee Sales | Advantages

October 11, 2016

The trustee is an invaluable ally for handling all matters of your trusts and estates. Given that a trustee has a fiduciary duty to act in the best interests of who/what the trust is designed for, there are many advantages to having a trustee in the state of Arizona. From trustee sales to peace of…read more

estate planning Phoenix

Estate Planning Phoenix | Personal Representatives

August 28, 2016

As part of estate planning Phoenix residents have the right to name someone a personal representative to their will. If you have been named someone’s personal representative, you may have questions about what this means. Particularly after a loved one has just passed away, you may find it difficult to complete your usual duties let…read more

legal terms

Understanding Basic Legal Terms

August 19, 2016

When a person has a legal problem, it is usually best for them to work with an attorney in order to resolve the problem. Getting legal representation can also help you gain better knowledge of common legal terms, which can help you better understand your case. Here are some general legal terms that are often…read more

Phoenix family law

Financial Impact of Same Sex Marriage

August 5, 2016

On Friday, June 26, 2015, the U.S. Supreme Court issued a ruling that legalized same sex marriage across the country. As same sex couples contemplate marriage, it is important for them to look at how tying the knot might affect their wallets. In many cases, the ability to file a joint federal return means paying…read more

Phoenix estate planning

Phoenix Estate Planning | Timing

May 25, 2016

When is the best time to begin your Phoenix estate planning? It’s actually never too early to start. If you have any valuable assets, either financial or emotional in nature, the time is now to get your affairs in order. More importantly, if you have children or other loved ones who rely on your for…read more

Phoenix estate planning

Phoenix Estate Planning | Never Too Early

May 25, 2016

Many of us don’t like to spend a lot of time thinking about the end of our lives. We prefer to think of passing away as being something that is going to happen in the far future. Admitting the need for a plan means we are admitting to our own mortality. But the thing is,…read more


Can Irrevocable Trusts Be Broken?

September 2, 2015

CAN IRREVOCABLE TRUSTS BE BROKEN? Written by Jeff Manley In Part I of this blog, we set up two very real scenarios where trusts were potentially being misused based on the original intent of the grantor. As we continue, we will provide answers on what you can do if you need to break an irrevocable…read more

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