Roger Curley

Partner

Roger D. Curley is a partner of Curley & Allison, L.L.P. practicing in the area of estate planning, probate, and trust law. Curley & Allison was started in July of 2001. Prior to returning to private practice in 1992, he had been trust counsel for First Interstate Bank of Arizona, N.A. for seven years where his principal job responsibility was to advise the bank’s Trust and Financial Services Group on legal matters involving probate and other fiduciary accounts. Before and after working at First Interstate, Mr. Curley was in private practice concentrating in estate planning, probate, trusts, and taxation. He received his A.B., magna cum laude, from Dartmouth College in 1972, his J.D. in 1975 and LL.M. in taxation in 1982 from New York University. He is admitted to practice in Arizona, New York and Wisconsin. Mr. Curley is a member of the American, Arizona State and Maricopa County Bar Associations. Mr. Curley has presented numerous seminars on estate planning topics.

A partial list of seminars in the last five years follows:

  • Estate Planning and Probate for the Legal Assistant in Arizona, sponsored by the
  • Institute for Paralegal Education (April 2005)
  • Flexibility Drafting, sponsored by Valley Estate Planners (January 2005)
  • Fundamentals of Estate Planning, sponsored by Sterling Education Seminars (September 2004)
  • Items of Interest on the UTC, sponsored by National Bank of Arizona (May 2003)
  • Arizona Fiduciary Income Tax Law and Recent Developments in Valuation Cases,
  • sponsored by the Tax Section of the Arizona State Bar (March 2003)
  • Probate Process from Start to Finish, sponsored by National Business Institute (June 2005, November 2003, 2002)
  • Fundamentals of Estate Planning (October 2002)
  • Estate Planning for the Family, sponsored by Marshall & Ilsley Bank (October 2002)
  • The Uniform Trust Code, sponsored by Sun Health Foundation (October 2002)
  • Practical Guide to Estate Administration in Arizona, sponsored by National
  • Business Institute (March 2002)
  • Revised Principal and Income Act, sponsored by Arizona State Bar (March 2002)
  • Pension Plan Distribution Rules, sponsored by Professional Education Systems, Inc. (January 2001)
  • The Estate Planning Course, sponsored by Professional Education Systems, Inc. (November 2001, 2000, 1999)
  • Arizona Legislation, sponsored by the Arizona Bankers Association (October 2001)
  • Recent Arizona Legislative Changes, sponsored by Arizona State Bar (September 2001)
  • The Trust Drafting Workshop, sponsored by Professional Education Systems, Inc. (May 2003, September 2001, May 1999)
  • Estate and Gift Tax Workshop, sponsored by Professional Education Systems, Inc. (June 2001, 1999)
  • Arizona Probate and Post Mortem Planning, sponsored by Professional Education Systems, Inc (February 2003, 2001)
  • Legislation Update, State Bar Convention (June 2000)
  • Fiduciary Income Tax Workshop, sponsored by Professional Education Systems, Inc. (June 2004, 2002, 2000, 1998)

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