Roger Curley and Sondri Allison started the firm in 2001 with the goal of establishing a firm dedicated to a quality estate planning practice. Roger Curley has over 36 years of experience in estate planning and probate. Sondri Allison has over 25 years of experience in estate planning and probate. Kiernan Curley joined the firm as an associate in 2009 and became a partner as of January 1, 2016. The firm’s practice includes all aspects of estate planning from simple to complex estates, including:
- The preparation of Wills, trust agreements, and powers of attorney
- all facets of charitable giving including the preparation of charitable lead and remainder trusts and the creation of private foundations
- family giving techniques including the use of irrevocable trusts, private annuities, and promissory notes
- specialized planning for family businesses including the creation of family limited partnerships and limited liability companies
The firm also advises with respect to all related tax matters including the application of income, estate, gift and generation-skipping taxes. The firm prepares estate and gift tax returns and advises with respect to the preparation of fiduciary income tax returns.
For clients who use the firm for their estate planning or probate matters, the firm will also assist with Title 14 guardianship and conservatorship matters, including the appointment of guardians and conservators and advice on the administration of the ward’s estate.
While the firm advises with respect to domestic asset protection; the firm does not handle off shore asset protection planning.
The firm handles post-mortem administration matters, including probate proceedings, advising with respect to the administration of trusts and estates, and the preparation of estate tax returns.
Finally, both Roger Curley and Sondri Allison have extensive experience with respect to probate and trust litigation matters. Roger Curley worked as in-house counsel for the trust and financial services department of First Interstate Bank of Arizona and has considerable knowledge of the particular issues confronting corporate fiduciaries.