Davis Miles understands the strong connection between business success and careful estate planning. We help many business owners and professionals every year protect their legacy. Our planning is sophisticated and tailor-made for your needs, no matter how complex or simple they may be.
Davis Miles knows that estate planning is a very personal exercise. We’ll guide you through the process of identifying and valuing your assets, deciding how to maximize those assets during your lifetime, and designating who will receive them upon your death. Whether you’re creating your first estate plan or modifying an existing plan, we’ll make sure it’s tailored to fit your specific needs and structured to help you and your loved ones get the most out of it.
Trusts are not exclusively reserved for the wealthy. A Trust gives you control over how your assets are distributed and it can help your beneficiaries avoid estate taxes and probate proceedings. Our clients range from the suburban homeowner to uber high net worth individuals with billions in assets to preserve, protect and plan for transfer. The sophistication and structure or your particular trust will vary on your needs and objectives.
No matter who you are, a cookie cutter solution is highly unlikely to work and very likely to create more problems than it solves. That’s why our trust solutions are geared toward individual circumstances. Our team has helped transfer billions in wealth for our clients. Our primary goal…and what we sell is peace of mind.
Asset Protection and Wealth Preservation practice is a multidisciplinary science that involves traditional risk management and defensive planning, tax and estate planning, the right corporate structures, and protecting our business client’s valuable intellectual property, are just a few examples.
In response to the increasingly onerous American business landscape and the specific needs of our successful business-owner, executive, and physician clients across the country, we created a dedicated team in the area of Asset Protection and Wealth Preservation, led by attorney Ike Devji, adds over a decade of distinguished asset-protection-only legal practice experience with a national client base of several thousand physicians and business people nationwide.
Our team includes exceptionally experienced counsel in this area with well over a century of combined experience in areas including Domestic Asset Protection Structures, Offshore and International Trusts, Risk Management Planning, Captive Insurance Companies, Estate and Tax Planning, Business Succession and Continuation Planning, and Wealth Preservation.
Disputes often arise over the transfer of wealth. Regardless of the size of the estate, our leading probate litigation team helps families and family members who have accumulated wealth in their lifetimes carry out their wishes upon death. Our team is led by one of the leading probate litigators in the Southwest, who also services as a mediator, arbitrator and host of an international podcast heard in 90 countries. Don’t let success in life become a burden and a fight in death. Choose Davis Miles for probate needs.
Anybody can become incapacitated due to age, illness, disability, or accidents. We can provide the legal tools to enable your loved ones to help and protect you if you’re unable to make your own decisions due to a physical or mental condition. Don’t wait until you need help or protection. Explore your options and plan ahead today.
Davis Miles estate planning attorneys work with you to create the right instruments to help you protect and pass along your wealth. Our team is experienced in establishing guardianships and conservatorships, healthcare and financial directives, and other tools like medical and financial powers of attorney and living wills. We’ll help make sure your personal matters and financial affairs are appropriately structured and protected.
“We were referred to Davis Miles for our Estate Planning. We could not be happier with our service! Alan was great, walked us through everything, and made us feel comfortable throughout the process.”
Mandy S.
One of the best in the state
“I am very happy with their services. They are very professional. They are what they say they are. They helped me…thank you! Very professional and one of the best in the state. Again, thank you very much.”
Lee
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** These stats are approximations and based on a recent 18 month timespan
The law and circumstances change. Knowledge is power and we love sharing ours. Take a look at the blog posts below and engage with the lawyer authors if you have a legal matter needing attention and wish to get a consultation scheduled.
In Arizona, felony cases are handled in the Superior Court, with each county having its own court. While the procedures are generally consistent, the names of hearings and specific rules …
Read moreThe death of a loved one is never easy. Regardless of your relationship with the deceased (for example, a relative, significant other, or close friend), you need space and time …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I have been asked from time to time whether having an attorney of the same (or opposite) …
Read moreTempe, AZ – August 15, 2024 – Davis Miles is proud to announce that several of its esteemed attorneys have been recognized in the 2025 edition of Best Lawyers in …
Read moreDavis Miles, one of the top-ranked law firms in Arizona, today announced an exciting expansion in New Mexico, adding two of the most prominent practitioners in the state to the …
Read moreFinCEN Updates Beneficial Ownership Information FAQs The Financial Crimes Enforcement Network (FinCEN) has recently updated its Beneficial Ownership Information (BOI) Frequently Asked Questions (FAQs). These updates are crucial for entities …
Read moreFiling for bankruptcy can be a daunting decision, but it can also be a fresh new start for many individuals and families facing financial difficulties. In Arizona, the process of …
Read moreNavigating the complexities of bankruptcy can be overwhelming, but our law firm is here to guide you through every step of the process. In New Mexico, individuals and businesses have …
Read moreAn Admin Per Se suspension is a type of driver’s license suspension in Arizona. If you are arrested for DUI and a police officer serves you with this suspension, your …
Read moreIf you’re a nurse facing a DUI charge, you’re likely concerned about the impact it could have on your career. The Arizona State Board of Nursing (AZBN) has clear guidelines …
Read moreWhen legal disputes arise in the business world, having a skilled commercial litigator by your side is crucial. Selecting the right attorney can be the difference between a favorable outcome …
Read moreIn a landmark decision on April 23, 2024, the Federal Trade Commission (FTC) voted 3-to-2 to approve a final rule prohibiting for-profit employers across the nation from enforcing non-compete agreements …
Read moreIn Arizona, the penalties for a first offense misdemeanor DUI vary depending on the severity of the offense. A first offense is defined as having no prior DUI offenses in …
Read moreIn Arizona, domestic violence is characterized as any act of violence or threat directed towards a member of a family or household. The law encompasses a variety of relationships, including …
Read moreIn the year 2024, the landscape of mergers and acquisitions (M&A) in the United States underwent a profound transformation with the introduction of the Corporate Transparency Act (CTA). Designed to …
Read moreIn a world where uncertainties loom large, preparing for the future has never been more critical, especially when it comes to estate planning. For Arizona residents, the present moment offers …
Read moreIn Part 1 of our recently-posted article concerning the new law, A.R.S. § 36-4204.04 that went into effect January 1, 2024, we addressed facility and EMT obligations upon sending a …
Read moreAssisted Living homes and centers have some new statutory obligations and protections as of January 1, 2024. A law that was partially sponsored by industry trade organizations was signed by …
Read moreWhat You Need to Know! Client Alert: There are many questions surrounding the upcoming implementation of the Corporate Transparency Act (CTA). We have prepared this outline to guide you through …
Read moreAs we brace ourselves for some tough economic times ahead in Arizona, it’s wise to have a good understanding of options that could help navigate financial storms. One such option …
Read moreBankruptcy is not an easy process and when you’re going through it, you have a lot on your plate and have to make tough decisions. One of the big questions …
Read moreNEWS RELEASE: Davis Miles McGuire Gardner, PLLC, one of Arizona’s leading and largest law firms, is excited to announce Alan Soelberg as its new Managing Partner. Alan Soelberg joined the …
Read moreDavis Miles McGuire Gardner, PLLC. would like to congratulate eleven of its attorneys for being named to The Best Lawyers in America list. Recognition by Best Lawyers is highly regarded …
Read moreWhen facing criminal charges, protecting your rights and securing a favorable outcome is paramount. Questions begin clouding your mind of what happens when I’m charged with a crime? What happens …
Read moreIf you’re wondering how to get custody of your child, Davis Miles McGuire Gardner is here to help. Our caring and experienced family law attorneys are dedicated to supporting you …
Read moreAs a regulated business, you have a responsibility to ensure that you are compliant with industry standards and regulations. One effective way to do this is by hiring a mock …
Read moreWhile a last will and testament is an incredibly important starting point, a last will and testament only *controls* the probate process. It does not *eliminate* the probate process. Probate, …
Read moreWelcome to the less traveled paths in the world of real estate law, where the lines between what you may think the law should be and what it is are …
Read moreAs we celebrate National Make a Will Month this August, it is crucial to reflect on the importance of estate planning and the peace of mind it brings. Many people …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I will be watching closely over the next year or two to see how the new Spousal …
Read moreWhen it comes to estate planning, there is a common misconception that all living trusts are created equal. You may have heard someone say, “I already have a living trust, …
Read moreWhen individuals file for personal bankruptcy, they typically expect that their prior debts will be resolved through the bankruptcy process and no longer be a concern. However, it can come …
Read moreEstate planning is a crucial aspect of financial and personal affairs that everyone should prioritize. By creating key estate planning documents, individuals can ensure that personal wishes are carried out, …
Read moreWhen we hear the term “assets,” many of us may assume it doesn’t apply to us. We might think, “I don’t have any assets. I’m struggling to pay my bills, …
Read moreIn these unpredictable economic times, bankruptcy is a topic that’s on the minds of many people. If you’re struggling with overdue car payments, a burdensome home loan, mounting credit card …
Read moreProbating an estate or trust is a bit like fixing up a car engine. You need to follow each step carefully to make sure everything runs smoothly. If you’re acting …
Read moreEdmund F. Richardson, Contributor Introduction: Today we’re diving into the world of community associations in Arizona, specifically focusing on Planned Communities and Condominiums. Understanding the distinction between these two types …
Read moreIn the resolution of business disputes, litigation is often seen as the default option. However, the expense of court, including attorneys’ fees and legal expenses, can be too high for …
Read moreAssisted Living homes and centers will have some new statutory obligations and protections as of January 1, 2024. A new law signed by Governor Hobbs in May addresses emergency transportation …
Read moreFacing financial difficulties and considering bankruptcy can be overwhelming. But here’s some good news: New Mexico has recently taken significant steps to strengthen protections for individuals in this situation. These …
Read morePreviously, in Part 1, I explained how a competent estate plan can be an act of love to those surrounding you by giving them authority to act on your behalf …
Read moreContributed to by Ronald L. Jones and Charles Thompson When it comes to estate planning, one key instrument that can offer peace of mind and protection for your assets is …
Read morePeople often have questions about whether they can file for bankruptcy if they’re behind on their house payments. Well, the answer is a resounding yes. However, determining the most suitable …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, many of my divorce cases involve business owners and business issues. Starting a business can be an …
Read moreAs a defense attorney who has represented numerous clients charged with white-collar crimes, I can tell you that these types of offenses are often complex and can carry severe consequences. …
Read moreAs Small Business Month continues, it’s important for business owners to consider all aspects of their operation – including the potential for future changes in ownership. That’s where buy sell …
Read moreAs a bankruptcy attorney, I am always keeping a careful eye on the latest developments in the industry, and the recent news that Bed Bath & Beyond has filed for …
Read moreAir B-N-Bs, VRBOs, Short term vacation rentals (STRs): Everyone hates them. Everyone loves them. And absolutely everyone and their mother has plans to make supplemental income off their spare room, …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I have divorced my share of narcissists (or rather helped my clients divorce the Narcissist to whom …
Read moreWhen traveling in New Mexico have you ever been pulled over by an officer for speeding or another motor vehicle infraction? If so you are not alone. I have worked …
Read moreArizona law allows individuals to Set Aside criminal convictions and Seal criminal convictions. Understanding these two ways to minimize the long-term effect of a criminal conviction, and how they are …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I am often asked about clients changing jobs during a divorce process. While my answer to each …
Read moreIn training sessions I tell people all the time to always call 911. Then, you have on record that you tried. If he had called 911 and reported the accident …
Read moreWith rumors rampant about possible divorce of high profile players in the sports and glamor world, and in society in general, the question comes up: How are assets divided in …
Read moreBy Paul Ward It’s an honor to post this guest article on the #finelife blog. Kevin Fine has been an enormous influence on me, not just in his marathoning. Kevin …
Read moreIs an Estate Plan Necessary? Part 1. Short answer? No, estate planning is not necessary in the strictest sense of the word. The correct answer? Yes! It is absolutely necessary. …
Read moreI woke up in the basement bedroom of my daughter and son-in-law, in Bellevue, Washington. It was 2:00 a.m., July 30th, 2022– the morning of the Jack and Jill marathon …
Read moreNo one has a crystal ball that can predict if or exactly when a recession is upon us. What 20 years of legal practice devoted to protecting billions of dollars …
Read moreThe Balance Between Risk and Adventure In the vast desert of the Southwest, driving all-terrain vehicles and quads is a common activity, but sadly the danger they bring results in …
Read moreBy Ingrid Carlin and Charles McElwee Members often call the Access to Justice attorneys in New Mexico frantically seeking help because their Landlord has failed to deal with conditions posing …
Read moreBy Noah Johnson As the world begins to make its way towards normalcy, at least as close as it can get, responsibilities such as rent will slowly creep back into …
Read moreThere is no reason for anyone to remember this but me: Last March I participated in a “challenge” that David Googins (look him up–it’s worth it) offered the world as …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I often am asked by client whether their assets or debts need to be itemized in the …
Read moreThere is a growing recognition that increased bike use can help address several “big picture” problems. Bike use can be good for fitness, emotional well-being, government infrastructure budgets, and the …
Read moreAs most know, two of the biggest stars in pop culture, the artist formerly known as Kanye West (“Ye”) and Kim Kardashian West, are in the process of dissolving their …
Read moreAs anyone knows who will listen, or can’t get away fast enough, I just ran another marathon (I think number 23) on Saturday. But, why? From about mile 20 to …
Read moreVirtually every business owner runs into conflict. This can be with competitors, customers, employees, vendors and suppliers, landlords, tenants or your creditors. When that conflict rises to the level of …
Read moreThe IRS has raised the annual gift exclusion to $16,000 for 2022.1 What does that mean? An individual may gift to any other individual $16,000 in 2022 without reporting the …
Read moreBy Elizabeth Nañez January 13, 2022 In a 6-3 ruling, the United States Supreme Court stayed the Occupational Safety and Health Administration’s (OSHA) COVID-19 Emergency Temporary Standard (the “Mandate”). OSHA …
Read moreDavis Miles welcomes our 2022 Diversity Legal Writing Program intern and scholarship winner Elizabeth Nañez! Liz is a May 2022 J.D. Candidate at Sandra Day O’Connor College of Law at …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I have been asked many times about sensitive photos or videos of intimate acts or nudity. While …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I wrote in one of my prior blog articles that the Court may be able to treat …
Read moreA fundamental element for persons filing for Bankruptcy protection requires a Debtor to disclose all outstanding liabilities. So what happens if I have a zero balance on my credit card …
Read moreMy youngest daughter got married six months ago and at her reception I was visiting with her new father-in-law, Joe. An orthopedic surgeon in Idaho, Joe is in incredible shape. …
Read moreThe family law team of Spencer Schiefer, Douglas Gardner and Brittany Skinner recently had a victory in the Arizona Court of Appeals which not only created new case law but …
Read moreHollywood magic has created the expectation that once someone passes away, the family will gather at the deceased’s attorney’s office and sit expectantly to hear the reading of the Will. …
Read moreMany families call in asking a key question, “Is there a registry in Arizona? I can’t find my deceased loved one’s Will.” The answer may surprise you… Arizona does not …
Read moreI did not intend to run a full marathon, in Tempe, in early October. No one in their right mind would do that in Arizona, because it is still too …
Read moreA LegalShield member artist created an iconic mural in Santa Fe many years ago. It is called “Multicultural.” The New Mexico Department of Cultural Affairs was to remove the mural …
Read moreA little mentioned curve-ball in the September House Ways and Means Committee proposed tax package which would raise top tax rates on ordinary income to nearly 40 percent (and capital …
Read moreThis cliche analogy is so common that I’m surprised you are still reading. I have to assume that most people using the comparison have little or no experience with either …
Read moreI know what you are thinking: Visions of mangled cars or crutches, casts and wheelchairs, maybe even from the flood of injury lawyer television ads, come to mind. But that …
Read moreI recently had one of my most miserable training runs ever. There were “reasons” it was harder than usual, but that doesn’t change that there was little about the experience …
Read moreNo one reads articles like this just for fun–not even lawyers. So, I assume you found this because you have been injured in an auto accident and are trying to …
Read more“Bruce told me it didn’t matter if he did estate planning,” Dolores* said, thumping into the conference room chair. She looked like she’d stepped straight out of a 1950’s beauty …
Read more“You have the right to speak to an attorney. If you cannot afford an attorney, one will be appointed for you.” A phrase known by every American from an early …
Read moreMany business owners come to me worried that they have made a mistake with their intellectual property. Sometimes I can help fix the mistake, but other times the company has …
Read moreI still seem to learn most valuable lessons by “doing,” instead of only studying. This is why I attribute so many life lessons to the marathons I’ve run. You cannot …
Read moreWhen you drove to work today you were basically exercising a privilege granted by your state. A privilege that can be taken away by law if certain terms aren’t met …
Read moreDuring the COVID-19 pandemic, many businesses were forced to take quick measures to protect their customers, clients and employees. In the aftermath of the COVID-19 pandemic, some of those businesses …
Read moreFiling for bankruptcy can be a hard decision and feel daunting as there are many complexities and circumstances to consider. Bankruptcy can offer a fresh start by discharging or canceling …
Read moreOne of the questions we get regularly from clients is…can I record a phone call? Is That Legal? Here are the rules in Arizona: A call from someone in Arizona …
Read moreDo you know how old your tires are? Do you know you should ditch your tires after six years NO MATTER how much remaining tread there is or how that …
Read moreWhen it comes to tax planning in 2021…the message might just be: Use it NOW, Before it’s Too Late If you have assets that total $3,500,000 or more, you should …
Read moreNew Mexico House Bill 36 was introduced during the 2021 Legislative session and passed the House of Representative’s committee with flying colors but could not make it out of the …
Read moreIt is not uncommon for divorced spouses to eventually reach a point where they communicate effectively and have some level of trust, especially when children are involved. Generally, emotions quell …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, there are a few questions that seem to confuse most litigants. In every divorce, the parties must indicate …
Read moreGilberto Guzman’s mural Multi-Cultural has been on the east side of the Halpin Building on Guadalupe Street in Santa Fe, NM since 1980. The state contractually agreed not to alter or paint …
Read moreWith a Democrat-dominant Senate, major adjustments to the estate and gift tax rules may be proposed by Congress soon. The modifications could potentially reverse parts of the Tax Cuts and …
Read moreFirm Ranks Top in PPP Support (Transactional/Banking) and Top Two in Family Law and Bankruptcy Law The growing law firm of Davis Miles McGuire Gardner reached another milestone this spring, …
Read moreHigh school graduation is an important milestone for both students and parents. For parents paying child support, graduation season can present an opportunity to modify or terminate their court ordered …
Read more“I don’t much like being told what to do. I feel like much of my time is spent doing what I must do, should do, or am expected to do. …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I cannot help being pulled into the news of the Kardashian/West divorce case, including the allegations of …
Read moreFive changes to the Paycheck Protection Program (PPP), the government’s plan for helping small businesses survive the Covid-19 pandemic, were announced yesterday by President Joe Biden. The country’s smallest businesses …
Read moreBy: Kelsi Lane and Diego Brito On January 29, 2021, the U.S. Centers for Disease Control and Prevention (CDC) issued an order to extend and modify its original “Temporary Halt …
Read moreThe Arizona Bar Foundation announced it will add four new members to their board, including Kelsi Lane of Davis Miles McGuire Gardner. About the Arizona Foundation for Legal Services & …
Read moreDavis Miles McGuire Gardner, the largest law firm in the Phoenix East Valley, recently launched its women lawyers initiative, with an objective of creating an intentional effort and framework to …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I have sometimes heard comments such as: “Wow, divorce is expensive, maybe it would just be cheaper …
Read moreIn 2020, attorney Robert Sewell began an entirely new genre of podcasts – helping listeners understand the impacts of law on their daily lives…and answering the question we all often …
Read moreWe get a lot of calls from Legal Shield Members regarding what the best way would be to transfer their property to their adult children without having to go through …
Read moreArizona Certified Family Law Specialist Discusses Purposes of Prenuptial Agreements As an Arizona State Bar Certified Specialist in family law matters in Arizona, I have assisted many clients in preparing …
Read moreNew Mexico is one of only a handful of states and territories in the United States that follow community property law.1 The most basic tenet of community property is a presumption …
Read moreAs an Arizona State Bar Certified Specialist in family law matters in Arizona, I am often involved in cases where child abuse is alleged by or against one or both …
Read moreArizona mechanics’ and material men’s lien laws provide protection to parties who supply labor, professional services, materials, machinery, fixtures or tools for the improvement of real property. The primary purpose …
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Murray, Utah 84123
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