Practice Area Overview

Estate Planning Services for Successful Business Owners

Individuals and families who own business have unique needs when it comes to their estate plans. The Deloughery Law Office, P.C., provides experienced estate planning advice and sophisticated wealth preservation strategies for successful business owners and professionals such as doctors, dentists, and lawyers.

Attorney Paul Deloughery combines experience as a business owner with substantial estate planning experience to deliver a distinctive range of estate planning services. We take an approach that is unique to each client's complex legal issues involving forming businesses, taxation, asset preservation, and retirement for people with high value assets.

For estate planning advice, business succession planning, and business formation, contact our offices in Phoenix to schedule an appointment. We will use all of our experience and insight into finding the opportunities that are right for your specific situation.

We can help you with all of your wealth preservation legal needs:

Business law: We help you develop the right business formation plans and restructuring strategies designed to significantly reduce corporate taxes. We also help business owners and professionals develop tactical business succession plans that keep the business running successfully after retirement or death of the primary owner. In addition, we offer sound legal advice and asset protection strategies for avoiding costly business litigation, and probate for estates with businesses or professional practices.

Estate planning: We offer a complete range of sophisticated wealth preservation services such as:

• Testamentary wills
• Special needs trusts
• CRUTs, CRATs
• Advance health care directives, power of attorney
• Inheritance tax planning
• Estate planning for step-parents, adoptive families, unmarried couples and domestic partners
• Estate planning for non-U.S. citizens
• ILITs (Irrevocable Life Insurance Trusts)

Probate law and estate administration: We work with executors and surviving family members to administer the final affairs of the decedent's estate, including creditor issues, life insurance accounts, and all assets passing in, or outside of probate. We also offer reliable legal counsel and representation for families with assets assigned for a probate court decision, uncontested probate & trust administration, or matters involving breach of fiduciary duty.

For more specific information about probate and estate administration law, please visit our FAQ page.

Contact the business formation and estate planning law firm of the Deloughery Law Office, P.C., to schedule a consultation with estate planning lawyer Paul Deloughery.