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| Admitted: |
Oregon (1966); Arizona (1970) |
| Law School: |
Boalt Hall School of Law, University of California at Berkeley , J.D. (1966); New York University, L.L.M. (1967) |
| Member: |
State Bar of Arizona (Member, Tax Law Section); American Bar Association (Member, Sections of : Real Property, Trust & Estate Law; Taxation). |
| Biography: |
Order of the Coif. Professor, 1967-1972, Assistant Dean, 1968-1972 and Adjunct Professor, 1978-1981, University of Arizona College of Law. Past President, Southern Arizona Estate Planning Council. |
| Born: |
Eugene, Oregon, April 15,1941 |
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| After receiving an L.L.M from New York University, Dan came to Tucson, where he served as a professor and Assistant Dean of the University of Arizona College of law. After five years of holding this position, he began his own practice, focusing on estate and asset protection planning. Over the past 35 years, his reputation as an expert in estate and asset protection planning has grown, reflecting his passion for providing exceptional legal representation in these areas. Dan has been in the The Best lawyers of America for over 20 years under Trust & Estates, a listing of the top 1% of attorneys in the nation selected by their peers. He is board-certified as a specialist in taxation by the State Bar of Arizona Board of Legal Specialization. Dan has co-authored several books on tax and tax related matters. |
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| Admitted: |
1997, Arizona and U.S. District Court, District of Arizona |
| Law School: |
University of Arizona, J.D. |
| Member: |
State Bar of Arizona (Former Member, Executive Council, Tax Law Section; Member, Sections on: Tax Law, Probate and Trust Law); Pima County Bar Association; American Bar Association (Member Sections of: Real Property, Trust & Estate Law; Taxation); Southern Arizona Estate Planning Council; Advisory Board, Arizona Cancer Center |
| Professional Advisory Committes: |
University of Arizona Foundation; Center for Planned Giving, Community Foundation for Southern Arizona; Tucson Medical Center Foundation.Author & Presenter: "Using L.L.C,’s and Family Limited Partnerships in
Estate Planning"; " Varieties of Charitable Remainder Trusts"; Transfer Tax Provisions in the 2010 Tax Relief Act;" " Foundations of Charitable Gift Planning." |
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| Bill practices in the areas of estate planning, estate and gift tax law, business formation and structuring, and charitable gift planning. He has significant experience in assisting families in designing complex, comprehensive planning to address both estate and business succession issues. Bill represents clinets in the structuring of business entities and trusts for the protection and tax-efficient transfer of personal and business assets. He applies an integrated approach, enabling his clients to reduce personal and business liability exposure, minimize tax consequences and meet multi-generational family objectives. Bill also has an extensive experience in incorporating charitable planning into solutions which meet client’s broader estate planning needs. |
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| Admitted: |
1999, Arizona Law School: University of Arizona, J.D. |
| Member: |
Pima County Bar Association; American Bar Association (Member, Sections on: Real Property, Trust and Estate Law; Tax Law; Mental Health and Elder Law; Tax Law); Southern Arizona Estate Planning Council; Arizona Women Lawyer’s Association; National Academy of Elder Law. |
| Born: |
Warren, Ohio, December 4, 1955 |
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| Karin’s focus is the area of estate planning, trusts administration , probate administration, elder law and planning for small business. Prior to receiving her law degree, she was an assistant professor at the College of Medicine in Tucson. As a result of this background, she understands health issues that impact clients, their families and their businesses. Karin specializes in the planning needs of both traditional and non-traditional families, families with special-needs children and planning needs for the continual care of pets. She is proud to provide services to the Tucson community as a member of Volunteer Lawyers. In addition, she is a member of the Prima County Bar, the Southern Arizona Estate Planning Council, the State Bar Arizona, the National Academy of Elder Law Attorneys and the American bar Association. |
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