Estate Planning

Galbut Beabeau has been serving high-net-worth individuals and families in Phoenix, Arizona for over 40 years. Our attorneys have gained a reputation as trusted family advisors and counselors who provide personalized, compassionate, precise, and creative guidance to facilitate the attainment of clients’ most sensitive and important wealth-related goals. We are able to obtain optimal outcomes by leveraging our expertise in a range of practice areas, including corporate, tax, real estate, trust and estate, and litigation.

Our attorneys handle all aspects of estate planning. Recognizing that every family and wealth-transfer situation is unique, our family wealth planning attorneys craft each estate plan with precision and individualized attention to further your life, legacy, and financial goals. Our strategies are designed to avoid probate, protect your assets, and minimize estate, tax, and gift tax-related consequences. Additionally, we counsel our clients on a wide variety of estate development-related considerations, including contingent trusts for children, administration of vacation property, gifting strategies, and general asset protection.

We emphasize the "Education First, Decisions and Planning Second" model. This includes considerations such as: 

Trusts and Estates Administration

Our attorneys assist individual and institutional fiduciaries with all aspects of trust and estate administration, including helping trustees satisfy their duties concerning investment, management, and disposition of trust assets, as well as discretionary funding and distribution decisions.

We leverage our strong connections in the Phoenix business community to coordinate with the best investment professionals, CPAs, and other wealth advisors to ensure that our clients receive the most effective service possible.

Closely Held Business Planning

Many of our firm’s clients are involved in closely held businesses. To accomplish efficient wealth transfers, our attorneys work to integrate entity succession, principal insurance coverage, and liquidity planning into estate plans.

Trusts and Estates Litigation

Recognizing that trust and estates litigation often involves emotionally-taxing family situations, our lawyers work hard to find non-litigation solutions to solve estate-related issues. In the event non-judicial efforts are not effective, our seasoned litigators are aggressive in pursuing litigation to protect our clients’ rights and family legacy.

Charitable Planning

Many of our clients value the personal and societal benefits of charitable giving. Our attorneys work side-by-side with clients to identify meaningful philanthropic opportunities, craft tailored giving efforts and optimize federal income and estate tax savings.