Estate Planning

I enjoy working with young families with children to help them plan for the unexpected. I also regularly work with families or individuals later in life. Once someone has passed on, my goal is to help the family members left behind cope and progress through whatever process is necessary to deal with the deceased's affairs.

AZ, Jan 2010
Bar Number: 027497

MA, Nov 2005
Bar Number: 663516

• All Arizona Courts
• United States Court of Appeals for the Armed Forces
• Court of Appeals for the Air Force

• State Bar of Arizona
• State Bar of Arizona Probate and Trust Section
• Maricopa County Bar Association
• Maricopa County Bar Association, Estate Planning Probate and Trust Section

I fulfill my CLE through Legal Education Seminars mainly focusing on estate planning and probate.

My most frequent case is a young family that is interested in setting up an estate plan. Their primary goal is usually nominating a guardian for their children if something should happen to them. We then look at their entire family situation and decide on a comprehensive plan that works for their family. Again, every family is different and I approach each case with that mindset.

My most frequent probate case is simple. Someone's loved one has passed and the survivor, whether it is a child, spouse, or sibling, needs help on what to do next. That is the basic inquiry, and we develop a way forward that is understandable and comfortable for the client in their time of grief.

1

Arizona and Massachusetts

My practice focuses on estate planning and probate. My goal with estate planning is to ensure that my clients set up a plan that will accomplish their goals should the unexpected happen. Just as important is that the clients understand the plan they have in place. Every family is different and so every client must be approached differently. My goal with probate is to ensure the process happens as efficiently as possible, but also to make the process as painless as it can be.

I began my practice in Arizona in 2010 immediately after separating honorably from the United States Air Force.

Prior to starting my practice in Arizona, I was a Judge Advocate for the United States Air Force. My time in the Air Force was truly great and I was privileged to serve with some of the best and most courageous people I have ever met. While in the Air Force I worked with over 1,300 clients on various legal issues and drafted over 700 comprehensive estate plans. It was a natural progression to practice this area of the law in the civilian world.

(480) 855-2303

Monday through Friday
9:00 a.m. to 5:00 p.m.

Yes

I offer clients fixed price or hourly fees. The majority of my estates planning clients have a fixed price for their plan. The price varies depending on the contents of the plan. On the other hand, all of my probate clients are billed on an hourly basis.

$250.

I always offer an hour-long free consultation.

Not applicable.