After practicing together in other law firms for almost a decade, we (Roger Curley and Sondri Allison) decided to start our own law firm in the year 2001 (start a new millenium, start a new law firm). Our firm practice is limited to the estate planning, probate, and trust areas. However we do offer all aspects of estate planning services. Included in the services offered are Wills, Trust Agreements, Family Limited Partnerships, Charitable Giving, Planning for Retirement Plans, Estate and Trust Administration, and Probate and Trust Litigation. Our advice includes discussions on available tax saving techniques where appropriate.

Our Firm provides all tax advice related to estate planning and post mortem administration. Such advice covers Federal and Arizona estate, gift, and generation skipping taxes, including all available elections available for such taxes. We prepare Federal estate tax returns (Form 706), Arizona estate tax returns (Form 76), and Federal gift tax returns (Form 709). We also prepare fiduciary income tax returns (Federal Form 1041 and Arizona Form 141) for personal representatives and trustees and provide advice in connection with such fiduciary income taxes.

Our firm also handles estate and trust litigation. Most of the litigatin matters that we have handled were able to be settled through mediation or settlement negotiations. In all cases, our clients have expressed great satisfaction in the results achieved through the settlement or mediation process.

Our firm has represented a number of major corporate fiduciaries, including Bank of America, Bank One, Harris Trust, Meril Lynch Trust, Northern Trust, and Wells Fargo Bank.