ABOUT US OFFICES PROFILES SOLUTIONS NEWS & EVENTS PUBLICATIONS EMPLOYMENT CONTACT US Estate Planning Home / Estate Planning The estate planning and tax attorneys at Ryley Carlock & Applewhite assist individuals, families and business owners in the transfer of personal wealth from one generation to the next, while minimizing family conflict and expense and maximizing tax savings. They are experienced in preparing complex estate planning documents, including wills, revocable trusts, irrevocable trusts, charitable remainder trusts, charitable lead trusts, GRATs and intentionally defective grantor trusts. They handle all aspects of the administration of a decedent’s estate and prepare estate and gift tax returns. With the assistance of the firm’s experienced litigators, they frequently represent individual and corporate fiduciaries in trust and estate litigation. Our Estate Planning lawyers have developed substantial expertise in federal and state tax law and apply that knowledge to assist in planning needs. We have worked closely with trust officers, accountants, life insurance agents, and other professionals in dealing with complex post-mortem tax planning, as well as tax issues with the Internal Revenue Service involving estates and trusts. We also provide expertise in probate and trust administration, post-mortem tax and succession planning, and retirement and employee benefit distribution planning. Estate planning does not occur in a vacuum, and our attorneys are experienced in a wide variety of tangential issues, including entity selection and formation, shareholder agreements, business purchase agreements, deferred compensation, and family business structures. Attorneys with expertise in other practice areas, including real estate, corporate, and employee benefits law, often assist in estate planning issues arising in the course of creating a comprehensive estate or business plan, or probating an estate. SOLUTIONS RELATED ATTORNEYS W John Lischer T. Troy McNemar RELATED NEWS 10 Ryley Carlock & Applewhite Attorneys Ranked in the 2021 Edition of The Best Lawyers in America® Phoenix – Ryley Carlock & Applewhite is pleased to announce that 10 attorneys have been recognized + READ MORE Ryley Carlock & Applewhite Welcomes Two New Associates to the Firm Ryley Carlock & Applewhite is pleased to announce that Daniel Herder and Trevor Kortsen have joined + READ MORE Ryley Carlock & Applewhite Named to 2020 "Best Law Firms" in 19 Categories Ryley Carlock & Applewhite is pleased to announce that our firm has been listed by the U.S. News - + READ MORE RELATED PUBLICATIONS Protect Your Assets Through Charitable Giving And Advanced Wealth Planning A Cautionary Fairy-Tale – If Only Cinderella's Father Had An Estate Plan Three Critical Legal Documents Every Parent of a College Student Should Get in Place As Soon As Possible The Best Housewarming Gift for the Unmarried Couple: An Estate Plan 5 Important Estate Planning Lessons for Parents in Manchester by the Sea Charitable Remainder Trusts: A Viable Strategy for Building Wealth, Maximizing Tax Deductions, and Supporting a Beloved Charity Potential Limitations on Gift Tax Strategies Coming Soon Protect Your Estate from Beneficiary Bankruptcy: Lessons from Clark v. Rameker Five Estate Planning Documents Every Young Professional Should Have Estate and Gift Tax Law Changes and Opportunities RELATED EVENTS Is the Clayton Election a Good Choice for Your Estate Plan? COPYRIGHT © 2021 - RYLEY CARLOCK & APPLEWHITE. A PROFESSIONAL CORPORATION. ALL RIGHTS RESERVED. Arizona | Colorado