Probate & Estate Planning

Frazer Ryan Goldberg & Arnold, LLP, a leading Arizona based law firm, is pleased to announce that Brandon Keim, Lisa Reilly-Payton, Mia Samartinean, and Kelsi Lane have been recognized as PHOENIX Magazine 2024 Top Lawyers. Each year, PHOENIX Magazine generates its Top Lawyers list via an online survey of practicing attorneys in […]
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Frazer Ryan Goldberg & Arnold, LLP, a leading Arizona based law firm, is pleased to announce that Trisha Farrow, Mia Samartinean, and Kelsi T. Lane have been elected Partners of the Firm. “Trisha, Mia, and Kelsi are invaluable members of our firm,” stated James W. Ryan, Managing Partner. “They consistently […]
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As featured in DesertLeaf, Vol. 37, No. 9, October 2024 In “Brief Encounters” in the October 2022 issue of DesertLeaf, Senior Partner Gary Fletcher introduced the Corporate Transparency Act (CTA), its broad-reaching reporting requirements, and penalties for failing to report. At that time there were only proposed rules from the […]
The post Be Informed: CTA Deadlines Are Fast Approaching appeared first on Frazer Ryan Goldberg & Arnold, LLP.
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Imagine you are suddenly hospitalized and waiting to undergo an emergency surgery that you may not survive. You then realize you never prepared a will and are left scrambling to put something together. You grab a pen and start writing your will on a napkin next to your hospital bed, “Should I not survive this surgery, I leave everything to . . .”
It’s a scary thought, but it has been known to happen. If you or a loved one are ever faced with this dilemma, it is important to understand how Arizona determines whether a will is “conditional”. The
Continue Reading Understanding Conditional Wills in Arizona: A Case Study

Berk Law Group actively monitors legal changes affecting our clients, particularly those involving mentally incapacitated individuals. Recently, we reviewed Senate Bill 1309, which amends the Arizona statutes regarding mental health evaluation and treatments.
The bill clarifies and streamlines mental health evaluation and treatment processes, ensuring the protection of individuals’ rights while providing clear guidelines for cases involving mental health issues posing risks to the person or others.
Key Provisions and Amendments
Application for Court-Ordered Evaluation (A.R.S. § 36-520)

  • Any responsible person can apply for a court-ordered mental health evaluation for someone believed to be a danger to themselves


Continue Reading ARIZONA SENATE BILL 1309: Mental Health Evaluations and Treatment

Current Arizona corporate client had an opportunity to buy a specific purpose industrial property from a large multinational corporation.  DeAngelis Legal advised the client regarding the appropriate terms of the transaction, prepared a letter of intent outlining those terms and negotiated contested issues with the seller.  Both parties signed the letter of intent and the buyer is currently conducting its due diligence on the property.
The post August 2024 Industrial Real Estate Letter of Intent appeared first on DeAngelis Legal.
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Long time Arizona firm negotiated and entered into a Letter of Intent to sell its assets.  After reaching a stalemate on the language of a overly complicated asset purchase agreement, Seller engaged DeAngelis Legal to assist it finalize the terms.  DeAngelis Legal advised the Seller regarding the key issues and ultimately reviewed, negotiated and closed the transaction on substantially less complicated terms from a different buyer.  Another example of why to engage counsel prior to signing the letter of intent.
The post August 2024 Merger and Acquisitions appeared first on DeAngelis Legal.
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New Phoenix client’s landlord changed management firms and the new management firm requested that the tenant sign a new comprehensive lease agreement.  The tenant asked DeAngelis Legal to review the lease and provide comments.  The lease had numerous unfavorable provisions to the tenant, including blurring the line between a modified gross and triple net lease, onerous relocation provisions and one-sided damage and condemnation provisions.  DeAngelis Legal provided comments and suggestions to the tenant to reduce its exposure under the lease.
The post August 2024 Commercial Lease Review appeared first on DeAngelis Legal.
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A professional diagnosis, appropriate legal planning, and understanding the available financial resources are keys to meeting the needs of a loved one in decline.

It’s one of the handful of questions that we dread hearing from our clients:

My spouse is showing signs of dementia. What do I do?

After taking a deep breath, expressing our sympathy for their concern, and acknowledging the potential seriousness of Alzheimer’s disease and other forms of dementia, we seek to help our clients examine their situation from three perspectives:

medical, legal,

and

financial

.

Medical Diagnosis.

If your spouse, parent, or other loved one
Continue Reading Dementia: Responding to the Signals of Potential Incapacity

“It’s hard to believe that it has been 35 years since we first began building our firm. Reflecting on the incredible milestones we have reached fills me with a deep sense of pride and gratitude. The path we’ve taken has been marked by numerous achievements and unforgettable moments that have […]
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Phoenix, AZ (August 28, 2024) – Frazer Ryan Goldberg & Arnold, LLP, a leading Arizona based law firm, is pleased to announce that the Firm has earned a spot on the list of the 2024 BestCompaniesAZ “Top Companies to Work for in Arizona” for the tenth consecutive year in the […]
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On August 20, 2024, the United States District Court for the Northern District of Texas issued a nationwide ruling blocking the implementation of the final Noncompete Rule (the “Final Rule”). Prior to the court’s ruling on August 20, it preliminarily blocked the FTC from implementing or enforcing the Final Rule, but only against the named plaintiffs in the lawsuit.  For more information on the final Noncompete Rule see FTC Final Noncompete Ban Rule.
Just 15 days shy of the effective date of the Final Rule, the court concluded in its opinion that:
(1) the FTC promulgated the Final Rule in
Continue Reading FTC Noncompete Ban Update

As featured in Forbes, Money: Taxes, Jul 18, 2024 DISCUSSING THE “OPTIMIZED” CHARITABLE LEAD ANNUITY TRUST (OCLAT) “There are many tax and estate planning transactions for clients to consider nowadays. While most U.S. citizen clients will only need the basic estate plan, which generally includes a Revocable Living Trust, Last […]
The post Senior Partner Jonathon Morrison’s Charitable Income Tax Deduction Strategy Featured In Forbes appeared first on Frazer Ryan Goldberg & Arnold, LLP.
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Long time estate planning and business client desired to purchase real estate and was presented with sale agreement.  DeAngelis Legal reviewed and revised the agreement, created a holding company to hold the real estate and assisted the buyer with its due diligence review and other closing matters.
The post July 2024 Real Estate Purchase Agreement appeared first on DeAngelis Legal.
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Two more informal probates.  In two separate matters, the decedent had a valid and enforceable revocable trust.  As we see time and time again, the decedent’s transferred a majority of their assets to their trust, but failed to transfer a few of them, thus requiring the survivors to open probate.  DeAngelis Legal prepared and filed the informal probate paperwork for both personal representatives, and obtained Letters of Personal Representative, which will allow them to transfer the assets in the decedent’s name to the trust.  While not difficult, the informal probate process adds unnecessary expense and delays to the administration of
Continue Reading July 2024 Informal Probate