Estate Planning
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Jaburg Wilk Shareholder Presenting at MCBA Estate Planning Seminar
Jaburg Wilk Shareholder Presenting at MCBA Estate Planning Seminar
Lisa M. Paine is a featured speaker at the Maricopa County Bar Association Seminar: EPPT Fundamentals II: Basic Estate Planning
What: This on-line seminar will include an overview of estate planning including wills, trusts, living wills and powers of attorneys. It covers Arizona law, community property, trust funding and family considerations.
Where: Live virtual event or available on-demand
When: … Read More
Categories: Estate Planning, Seminars
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Jaburg Wilk Shareholder Presented at Strafford Publications National Webinar
Jaburg Wilk Shareholder Presented at Strafford Publications National Webinar
Beth S. Cohn was a featured speaker at Strafford Publications national webinar – Family Limited Partnerships in Estate Planning
What: This webinar offered estate planners a practical guide to utilizing family limited partnerships under current tax law. The panelists discussed income tax and asset protections.
Where: Live virtual event or available on-demand
When: January 19th, 2021 … Read More
Categories: Estate Planning, Seminars
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Jaburg Wilk Partner to Present in Joint Vs. Individual Trusts in Separate and Community Property States Webinar
Jaburg Wilk Partner to Present in Joint Vs. Individual Trusts in Separate and Community Property States Webinar
Beth S. Cohn is a featured speaker at upcoming webinar - Joint Vs. Individual Trusts in Separate and Community Property States
What: This webinar will provide trusts and estates counsel guidance for recognizing and overcoming critical tax issues when determining whether joint or individual trusts are most ideal in both separate and community property states. The panel will also discuss coordination of joint … Read More
Categories: Estate Planning, Seminars
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Jaburg Wilk Partner to Present at Estate Planning Webinar
Jaburg Wilk Partner to Present at Estate Planning Webinar
Beth S. Cohn is a featured speaker at upcoming webinar - Partnership Tax Issues in Estate Planning: Key Challenges and Guidance for Trusts and Estates Counsel
What: This webinar will provide trusts and estates counsel guidance for recognizing and overcoming critical tax issues of partnerships in estate planning. The speakers will discuss the fundamentals of partnership income tax rules for estate planners, … Read More
Categories: Estate Planning, Seminars
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Jaburg Wilk Partners to Present at Planned Giving Webinar
Jaburg Wilk Partners to Present at Planned Giving Webinar
Lisa Paine and Stephanie Fierro are featured speakers at an upcoming webinar “Your Gift Matters – Planned Giving”
What: Estate planning attorneys, Paine and Fierro, will discuss popular gifting strategies to benefit charities. They will also discuss charitable remainder trusts, donor-advised funds, and other types of asset gifts.
Where: The webinar will be available after the event by … Read More
Categories: Estate Planning, Seminars
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Your Guide to Essential Estate Planning Documents
Your Guide to Essential Estate Planning Documents
If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are protected and cared for, and that your assets are distributed as you wish at your death. While estate planning is not one-size-fits-all, it will be helpful to familiarize yourself … Read More
Categories: Estate Planning, Article
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Preparing Health Care Documents is Just the First Step
Preparing Health Care Documents is Just the First Step
Taking the time to complete your health care power of attorney and living will is a great step toward ensuring that your health care wishes will be followed if you are unable to make decisions for yourself. A health care power of attorney names an agent to make health care decisions if you are unable to do so yourself. A living will which is also called an advance directive, specifies which life sustaining … Read More
Categories: Estate Planning, Article
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Five Important Things to Know About Guardianship and Conservatorship in Maricopa County During COVID-19
Five Important Things to Know About Guardianship and Conservatorship in Maricopa County During COVID-19
(1) The Maricopa County Probate Courts Remain Open
Although things change daily, Maricopa County Courts remain open, subject to certain restrictions. You can find the most up to date Arizona court notices on our COVID-19 page.
(2) However, Hearings are Limited
The Probate Court is limiting all hearings, especially in person hearings. Each Judicial Officer is addressing cases on a case by case basis, … Read More
Categories: Estate Planning, Probate Litigation, Article
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Will Your Health Care Wishes Be Followed?
Will Your Health Care Wishes Be Followed?
If you’re like many people, you have not put much thought into who will make your health care decisions if you are unable or what kinds of decisions might need to be made. However, during these unprecedented times, you may find yourself thinking about health care issues more and more. If you or a loved one enters a hospital, one of the first questions you will be asked is if you have a Health Care Power of … Read More
Categories: Estate Planning, Article
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Jaburg Wilk Partners Named as 2020 Top 100 Lawyers in Arizona
Jaburg Wilk Partners Named as 2020 Top 100 Lawyers in Arizona
PHOENIX, Ariz. (March 6, 2020), Lauren Garner and Neal Bookspan, partners at the Phoenix law firm of Jaburg Wilk, were again listed in the Top 100 Lawyers in Arizona 2020 by AZ Big Media.
Lauren Garner was named a top lawyer in probate and trust litigation as well as mediation. She is a Fellow of the American College of Trust and Estate Counsel, an Adjunct Professor at the ASU Sandra Day O’Connor College … Read More
Categories: Business & Corporate, Estate Planning, News Release