From individual wills to sophisticated estate tax planning strategies, John has the expertise and experience to protect and maximize your assets while ensuring your desired distributions are accomplished. Pourover wills, revocable and irrevocable trusts, financial, medical, and mental healthcare powers of attorney, and living wills are all tools he uses to ensure his clients’ needs are met. John regularly assists in establishing and maintaining family limited partnerships focused on estate tax savings. He works as a close advisor with many family partnerships which he has guided for three decades from the partnership’s establishment to now representing the grandchildren of the original partners.
John’s undergraduate degree in accounting allows him to effectively handle his clients’ tax issues. It also enables him to work well with his clients’ team of financial and healthcare experts, thereby ensuring that the clients’ estate, gift and income tax and well-being strategies are thorough, cutting edge, and comprehensive.
John regularly files and handles through completion both informal and formal probate proceedings. He routinely consults with Personal Representatives and Trustees about all aspects of estate, trust and conservator administration and distribution. John emphasizes the trust funding processes to avoid the costs of probate. He also assists clients with non-probate transfers of personal and real property via Affidavits of Collection.
Assisting business owners with the formation and continuing operation of all types of closely held businesses is another area of John’s expertise. He regularly offers advice to limited liability companies, C corporations, S corporations, partnerships and sole proprietorships.
John also guides closely held business owners through the purchase and sale of businesses, the negotiation and documentation of real property leases and transactions, shareholder buy-sell agreements and all aspects of corporate governance.
In addition, John frequently assists families with their closely held business succession planning.
John represents clients both in pursuing and defending estate and trust litigation. For more than ten years, he has co-counseled with the experienced litigation attorneys at Schneider & Onofry in complex probate litigation matters.
State Bar of Arizona
Central Arizona Estate Planning Council
J.D., Arizona State University, 1984
B.S. Accounting, University of Arizona, 1981
All Saints’ Episcopal Day School: Member, Board of Trustees, 2015-present