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What We Do

Estate, Trust, & Wealth Preservation

We are responsible for assisting individual clients and families in achieving their wealth transfer and estate planning objectives. We counsel clients on every aspect of estate planning, with a focus on minimizing worry and risk. We personalize guidance for the unique concerns and objectives of high-income and high-net-worth individuals and families, including senior corporate executives, owners of privately held businesses, professionals, ranchers, and farmers.

Services

  • Estate planning, including preparation of revocable trusts, irrevocable trusts and wills
  • Representing both fiduciaries and beneficiaries in contested probate and trust matters
  • Tax-efficient wealth transfer
  • Business succession planning
  • Estate and trust administration, including post-mortem planning
  • Closely held business law, including formation, maintenance and disposition of corporations, partnerships and LLCs
  • Tax planning and controversies
  • Asset protection planning
  • Pre- and post-marital agreements
  • Charitable planning, including private foundations and public charities
  • Planning with retirement assets, life insurance and digital assets
  • Structuring gifting programs
  • Guardianship and conservatorship administration
  • International estate planning
  • Business succession and asset protection across generations
  • Succession planning with life insurance, retirement benefits and digital assets
  • Gift, estate and generation-skipping transfer tax planning

Our Team

Austin D. Potenza II

Shareholder

Jeffrey M. Manley

Shareholder

Taylor J. Gustafson

Associate

Thomas W. Dietrich

Shareholder

News & Media

08.05.20

SECURE Act and Your Estate Planning

04.09.20

Trustee Notice to Creditors Protects Beneficiaries

Signing Agreement
01.17.18

Keeping Your Vacation House in the Family

06.28.17

Special Needs Trust

10.11.16

Trustee Sales | Advantages

Estate Planning
08.28.16

Estate Planning Phoenix | Personal Representatives

Understanding Basic Legal Terms

U.S. Supreme Court
08.05.16

Financial Impact of Same Sex Marriage

Gavel
05.25.16

Phoenix Estate Planning | Never Too Early

Parents Kissing Child on Cheeks
05.25.16

Phoenix Estate Planning | Timing

09.02.15

Can Irrevocable Trusts Be Broken?

08.31.15

Breaking a Trust | Are There Options?

06.12.15

Your Digital Afterlife

Jeffrey M. Manley Joins the Firm’s Estate Planning Practice