Practice areas06

What we actually do.

Six related practice areas, built around the legal life of a closely held Arizona company and the families behind it.

01 / 06

Formation, financing, contracts, M&A, and the everyday paperwork that keeps an Arizona company moving.

We represent closely held businesses across Arizona at every stage, from entity formation and operating agreements through financing rounds, vendor and customer contracts, employment matters, and eventual sale or succession.

When we draft, negotiate, or review a document, we focus on what it actually does and what it protects the client against if a deal goes wrong.

Typical engagements include LLC and corporate formations, buy-sell agreements, asset and stock purchase agreements, commercial leases, intellectual property assignments, and the ongoing contract work of a growing company.

02 / 06

Wills, trusts, and integrated plans that move wealth through generations without unnecessary tax or friction.

Good estate planning gives a family clarity about who decides, who inherits, and how to avoid disputes over anything left unwritten.

We build plans around the actual shape of a family and its assets, using revocable trusts, irrevocable trusts, pour-over wills, durable powers of attorney, and healthcare directives, and we make sure those pieces work together.

For business owners, the estate plan and the operating agreement need to work in tandem. We design them together so that a succession stays orderly.

03 / 06

Structured properly and well before any problem arises, so business risk and personal wealth stay separated.

Asset protection is preventative work. The time to put it in place is years before a creditor, a lawsuit, or a divorce arrives.

We help clients layer the right structures (LLCs, irrevocable trusts, properly capitalized entities, and insurance) so that business risk stays with the business and personal wealth stays personal.

We are also clear about what asset protection cannot do. Nothing in this practice involves hiding assets or defrauding creditors. Done correctly, it is sound entity structure and titling put in place ahead of time.

04 / 06

Guiding personal representatives through Arizona probate cleanly, with the deference families need at a hard time.

When a family member passes, the legal process should add as little stress as possible. We represent personal representatives and beneficiaries through formal and informal probate in Maricopa County and across Arizona.

Our role is to handle the filings, the notice requirements, the inventory, the creditor process, and the eventual distribution, and to communicate clearly at every step so families always know where the process stands.

05 / 06

Contract disputes, business divorces, and trust contests, handled with the same judgment we bring to the deals themselves.

Our litigation practice is selective and grounded in our transactional work. We handle commercial contract disputes, business-divorce litigation, partnership and shareholder disputes, real estate disputes, and contested trust and estate matters.

Because we draft the kinds of agreements that end up in dispute, we approach litigation with a clear view of what the parties intended and what the document actually says, which shapes how we handle the case.

06 / 06

A senior lawyer on retainer for companies that need ongoing judgment but don't yet need a full-time GC.

Outside general counsel is for companies that have outgrown ad-hoc legal work but aren't ready to hire a full-time general counsel. We take on the role on a flexible retainer: sitting in on leadership meetings as needed, reviewing contracts before they go out, advising on employment and IP issues as they arise, and coordinating specialist counsel when a matter calls for it.

The goal is a single legal point of contact who already knows the company, the cap table, and the relationships, so the company gets faster, more consistent advice than it would from a rotating cast of project-based outside firms.

Common questions

Frequently asked questions

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