Estate Planning and Probate

estate planning

Milligan Lawless offers clients comprehensive estate planning services. Through personal attention and established relationships, our attorneys provide clients with professional and efficient services enabling the client to accumulate wealth and plan for its orderly and tax-efficient transfer.

The attorneys of the Estate Planning Group work closely with our clients to determine the client’s objectives and individual desires regarding the transfer of their assets and assists in implementing the best plans to realize those goals. Our practice ranges from simple wills to the use of sophisticated tax planning techniques to minimize the client’s Federal and State estate tax liability and transfer the client’s accumulated wealth to the beneficiaries whom they have selected in a manner which they desire.

The Estate Planning Group also provides valuable services in the administration of decedent’s estates. We have experience in all aspects of probating estates in Arizona, including, formal, informal, supervised, small estates, and non-probate administration. We assist clients with guardianships and conservatorships. We also work with personal representatives of estates in the administration of their duties, including providing advice regarding various tax elections and the preparation of federal and state estate tax returns.

Our experience includes:

  • Simple Wills
  • Testamentary Trusts
  • Revocable Living Trusts
  • Health Care Power of Attorney
  • Durable Power of Attorney
  • Living Wills
  • Irrevocable Life Insurance Trusts
  • Family Limited Partnerships/LLCs
  • Qualified Personal Residence Trusts
  • Charitable Trusts
  • Special Needs Trusts
  • Grantor Retained Annuity Trusts
  • Defective Trusts
  • Foundations