Your Arizona Estate Planning Attorney
At Copper State Estate Planning, our trust attorneys in Arizona specialize in guiding families and business owners through complex estate planning. Whether protecting assets or navigating Arizona probate law, we deliver premium, personalized service to secure what matters most to you.
LET’S MAKE A PLAN
What We Do
We help everyone craft a comprehensive and thorough life plan to guarantee
that their legacy will endure.
Estate Planning
Copper State Estate Planning provides comprehensive services to help you secure your legacy. As an Arizona estate planning lawyer, we specialize in creating tailored plans for complex family dynamics, business owners, and high-net-worth individuals. You can trust our expertise in estate planning in Arizona to protect your legacy.
Wills
Our team will help you draft your family’s valid & legal wills in Arizona that reflect your wishes and meet all AZ will requirements. Whether you need a codicil or a new will, our Arizona will lawyers are here to guide you every step of the way.
Trusts
Copper State Estate Planning specializes in creating Revocable Living Trusts in Arizona to simplify your estate. Work with a knowledgeable trust attorney in Arizona to ensure your plan reflects your goals under Arizona trust laws.
Probate
Navigating probate can be overwhelming, but our Arizona probate lawyers are here to help. We can handle everything on your behalf ensuring compliance with probate law in Arizona and make the process as smooth and as fast as possible.
Tax Planning
We provide strategic solutions for minimizing estate and death taxes. Our Arizona tax attorneys specialize in navigating federal and AZ tax law to protect your legacy for future generations.
Business Succession Planning
Secure your business’s future with a trusted business succession planning attorney. Our business lawyers in Arizona create personalized plans to ensure a seamless transition and long-term success.
Prenuptial Agreements
Copper State Estate Planning provides clarity and protection through prenuptial agreements. We draft agreements that comply with the Arizona Uniform Premarital Agreement Act, ensuring your assets are protected under Arizona’s prenuptial agreement laws.
Arizona Long-Term Care System
We offer expert guidance on ALTCS Gift Planning and ALTCS Crisis Planning to protect your assets while securing long-term care benefits. From ALTCS Home Sales to Miller/Income Only Trust Preservation strategies, we create elder law plans tailored to your needs.
Wealth Transfer Planning
Our wealth transfer planning attorneys in Arizona specialize in strategic solutions for transferring wealth to future generations. We create plans that ensure your legacy is preserved while minimizing taxes and other threats to your legacy.
Power of Attorney
With expertise in financial power of attorney Arizona, we help you designate trusted individuals to manage your affairs if you are unable to. Our power of attorney lawyers in AZ ensure your documents meet all legal requirements to provide you with peace of mind in case of the unthinkable.
Special Needs Planning
We help families protect their loved ones with special needs by creating comprehensive plans which ensure your children’s access to public benefits while protecting your legacy. As Arizona special needs trust attorneys, we ensure compliance with laws and provide solutions tailored to unique circumstances.
Medicaid Asset Protection Trusts
Copper State Estate Planning specializes in creating Arizona Medicaid asset protection trusts to safeguard your legacy while qualifying for benefits. Work with an experienced Medicaid planning lawyer to protect your legacy for generations to come.
Let’s Make a Plan
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
Why You May Want to Hire Us
A Lawyer Who Listens
There are no “Big Law” egos here. I will not pass you off to a junior associate. You are the star of your life’s story and I am your guide.
I am here to advise and guide you so that you can rest assured your legacy will endure, your finances are secure, and you can live life to the fullest.
Protect & Grow Your Legacy
You are successful and have big goals. We can help you protect your legacy and achieve those goals. Let’s plan against life’s uncertainties.
Comprehensive Advice
Receive comprehensive life advice. Whether it is financial, business, or legal, I have answers. Even if the question is personal.
Contact Us
Our Process
Crafting and Protecting Your Legacy with Our Process
1
Consultation
Get to know us.
Ask Questions.
Tell us your story.
We’ll discover your goals and discuss your options.
2
Design
Decide on the people and mechanisms you’d like to protect your legacy.
We’ll design and draft the best plan for you.
3
Review & Sign
Review your estate plan.
We’ll make any final changes and prepare your
estate plan binder.
Sign and review the final plan.
4
Take Action
We will coordinate your assets with your estate plan and prepare any beneficiary designations.
Estate Planning
Copper State Estate Planning delivers tailored solutions to secure your family’s future and legacy. As a trusted Arizona estate planning lawyer, we understand that every client has unique needs and goals. We guide you through each step of the planning process, from drafting wills and trusts to implementing asset protection strategies, ensuring your legacy is preserved according to your wishes.
With extensive experience in estate planning in Arizona, our dedicated team addresses complex issues such as minimizing tax liabilities, safeguarding assets from creditors, and planning for business succession. Our skilled lawyers for estate planning are committed to providing personalized attention and the highest level of service. Let us help you craft a comprehensive estate plan that not only secures your assets but also simplifies transitions for your loved ones, ensuring they are well taken care of in the future.
Wills
Drafting a will is a fundamental step in ensuring your final wishes are respected and your loved ones are provided for. At Copper State Estate Planning, we specialize in creating legal wills in Arizona that comply with all AZ will requirements and reflect your specific intentions. Whether you’re starting from scratch or updating an existing document due to life changes, our experienced Arizona will lawyers offer professional guidance to simplify the process.
We focus on clarity and precision, addressing vital elements such as asset distribution, guardianship for minor children, and appointing executors. As seasoned lawyers for wills, we understand the importance of a well-crafted will in preventing disputes and confusion among beneficiaries. Let us help you secure peace of mind by ensuring your will accurately represents your wishes and protects your family’s future.
Trusts
At Copper State Estate Planning, we provide expert guidance in establishing Arizona living trusts to protect your wealth and simplify the management of your estate. As seasoned trust attorneys in Arizona, we specialize in designing Revocable Living Trusts in Arizona tailored to your unique circumstances and objectives. Trusts offer significant benefits, including avoiding probate in Arizona, maintaining privacy, and providing clear directives for asset management during your lifetime and beyond.
Our knowledgeable team ensures full compliance with Arizona trust laws, navigating complexities to maximize advantages such as tax efficiency and creditor protection. Whether you’re considering a trust for estate planning, asset protection, or providing for a loved one with special needs, we deliver personalized solutions. Let us assist you in creating a trust that secures your legacy and provides lasting benefits for you and your beneficiaries.
get in touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
Probate
Navigating the probate process can be overwhelming and emotionally taxing, especially after the loss of a loved one. Copper State Estate Planning is here to ease the burden by providing experienced guidance through every phase of probate. Our knowledgeable Arizona probate lawyers are adept at handling all aspects of probate law in Arizona, from validating wills to administering estates and resolving disputes among beneficiaries.
We aim to expedite the process while ensuring full compliance with Arizona probate law, minimizing delays and legal complications. For those interested in avoiding probate in Arizona, we offer strategic planning services to help you arrange your estate in a way that bypasses probate entirely, preserving privacy and reducing costs. Trust our compassionate team to handle the complexities of probate with professionalism and care, allowing you to focus on healing and remembering your loved ones.
Elder Law
Elder law requires a compassionate approach and specialized knowledge to address the unique legal challenges faced by older adults and their families. At Copper State Estate Planning, our dedicated elder law attorneys in Arizona provide comprehensive services that include planning for long-term care, securing government benefits, and protecting assets. We are well-versed in all aspects of Arizona elder law, offering guidance on healthcare directives, guardianship, qualifying for ALTCS, and estate planning tailored to the needs of seniors.
Our team understands the sensitive nature of these matters and is committed to delivering personalized solutions that ensure dignity, autonomy, and financial security for you or your loved ones. Whether you’re planning for the future or facing an immediate legal concern, our experienced Arizona elder law attorneys are here to support you every step of the way, providing peace of mind in complex times.
Arizona Long-Term Care System (ALTCS)
Planning for long-term care is a critical aspect of securing your or your loved one’s future well-being. Copper State Estate Planning offers expert assistance in navigating the complexities of the Arizona Long-Term Care System (ALTCS). We provide tailored strategies for ALTCS Gift Planning and ALTCS Crisis Planning, helping you protect your assets while qualifying for essential care services.
Our experienced team guides you through processes such as ALTCS Home Sale, ensuring you make informed decisions that align with your financial goals. Additionally, we specialize in establishing ALTCS Miller/Income Only Trusts, which can be crucial for meeting income eligibility requirements. Understanding the intricate rules and regulations of ALTCS can be daunting, but with our expertise, you can confidently plan for long-term care needs. Let us help you secure quality care while preserving your estate for future generations.
get in touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
Small Estate Affidavit
Settling a small estate doesn’t have to involve lengthy and expensive court proceedings. At Copper State Estate Planning, we simplify the process by assisting with the Arizona small estate affidavit, a streamlined method for transferring assets when the estate’s value falls below a certain threshold. Our knowledgeable Arizona small estate affidavit attorneys ensure that all requirements under the Arizona small estate affidavit statute are met, guiding you through the preparation and filing of the affidavit of small estate.
This approach can save time, reduce legal costs, and expedite the distribution of assets to rightful heirs. Whether you’re managing the estate of a family member or helping a friend, we provide clear instructions and compassionate support. Let us help you navigate this efficient alternative to probate, making a challenging time a little easier.
Special Needs Trust
Planning for a loved one with special needs requires careful consideration and specialized legal expertise. Copper State Estate Planning offers comprehensive services in establishing special needs trusts in Arizona to ensure long-term financial security without jeopardizing eligibility for government benefits. As an experienced special needs trust lawyer in Arizona, we understand the nuances of special needs trust Medicaid payback provisions and how to structure trusts that comply with all legal requirements.
Our team works closely with you to craft a trust that provides for the unique needs of your loved one, addressing concerns such as healthcare, education, and quality of life enhancements. We are committed to helping families navigate this complex area of law with compassion and clarity, providing peace of mind that your loved one’s future is secure. Let us assist you in creating a plan that honors your family’s wishes and safeguards your loved one’s well-being.
get in touch
Don’t worry, we’ve got this. We’ll guide you through every step of the process and
make sure everything will be okay.
Call us today to speak with your legacy guide.
