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.

Our transactional work is grounded in two questions: what does this document actually do, and what does it protect against if things go sideways? We draft, negotiate, and review with both in mind.

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.

Estate planning is rarely about the document. It's about clarity: who decides, who inherits, and how the family avoids fighting over the parts that weren't written down.

We build plans around the actual shape of a family and a balance sheet. Revocable trusts, irrevocable trusts, pour-over wills, durable powers of attorney, healthcare directives, and the coordination between them.

For business owners, the estate plan and the operating agreement have to speak to each other. We design them together so that succession isn't a scramble.

03 / 06

Structured the right way, before there's a problem, so the right things stay separated from the wrong risks.

Asset protection is preventative. The right time to think about it is years before a creditor, a lawsuit, or a divorce arrives. Not after.

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

We are equally careful about what asset protection cannot do: nothing in this practice involves hiding assets or defrauding creditors. Done correctly, it's just good entity hygiene and titling done before the fact.

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 be the smallest source of stress in the week. 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, trust contests, all handled with the same judgment that goes into 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 agreements that the litigation tests, we tend to come at a dispute with a clear view of what the parties intended and where the document does, and doesn't, say what they wish it said. That changes the strategy.

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.

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Frequently asked questions

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