Estate and Business Succession Planning

There are certain steps every individual over the age of 18 should take in order to simplify the legal and financial difficulties inherent to some of life’s greatest challenges, such as divorce, disability, or death. Without a proper estate plan, your ability to make important decisions regarding your loved one’s medical, financial or legal options may be severely impaired, or possibly eliminated.  A proper estate plan provides peace of mind that your family’s financial future is established and secure.  Establishing an estate plan allows you to articulate your “final teachings” to your family, define who will make critical decisions for you and the well-being or your loved ones, and empower you to leave a legacy for future generations.Our Arizona estate, special needs, and business planning attorneys are dedicated to making sure that the individuals, assets and decisions which are most important to you, are protected, secure and planned for.  It is our primary goal to meet our client’s individual needs, through effective estate planning methods and exceptional client service.  We have expertise in a wide range of estate planning and asset protection areas including, but not limited to:

  • Traditional Estate Planning
  • Business Succession Planning
  • Special Needs Planning
  • Asset Protection
  • Charitable Planning
Common Estate Planning Documents:
Other Estate Planning Topics:

For Estate Planning articles click here.

On Our Team

In the news:

  • "Rose Law Group was a pleasure working with on getting our Use Permit approved, we would highly recommend this firm for any technical issues. Many thanks to Court, Nick and Mike."

    Larry & Janet Hischer, Twisted Tree Farm, Inc.

  • "Rose Law is the greatest. They are thoughtful, savvy and always take good care of my clients. It is a pleasure to recommend them. I know you will be pleased."

    Steve Kellogg Coe & Van Loo Consultants, Inc

  • "Rose Law is the greatest. They are thoughtful, savvy and always take good care of my clients. It is a pleasure to recommend them. I know you will be pleased."

    Bohdan Hirniak

  • "Jordan Rose is not just a fantastic attorney, she is one of my most favorite people. She is devoted to her work and community; but more importantly, she is first and foremost devoted to her family and friends."

    Stacy Brimhall, Langley Properties

  • "Last week Adam Trenk represented us in court for a harassment injunction. He not only won the case, but out-shined his opposing counsel. He was quick to pick up on inconsistencies in people's testimonies and attack the point while at the same time being polite and respectful to everyone in the courtroom.

    He is always thoroughly prepared and well informed of the matters we are dealing with. Most importantly, he is very patient in explaining the pros and cons and what he feels is the best legal approach to a situation - even when I'm being stubborn and want my own way."

    Nancy Trenkle

  • "Seldom in business relationships have I had the pleasure to deal with a firm that possesses such high levels of skill, key relationships, and most of all integrity. The Rose Law Group is a breath of fresh air in a world that is more complex each and every day."

    Harold Christ, Pyramid Community Developers

  • "My experience with Rose Law Group has been exceptional... having worked with small and large law firms over many years, I have found RLG to be the best in overall performance, client service and what I find the most appealing and unique, the attorneys I have been associated with are open to truly working with their client as a partner in achieving the desired legal outcome/results."

    Dr. Susan Roe, The Roe Group Enterprises

  • "With all the time we have all spent together on this project I have to tip my hat to not only the amount of professionalism but the constant communication and receptive attitude your firm has carried from the beginning. I will always entertain your services in all future Interra projects."

    Eric Godard, Vice President Design and Construction, Interra Development Partners

  • "RLG is a firm that invests itself with their client's business. They are just not providing legal advice and services, they have built relationships in our business and invested in providing services that helps us deliver our core mission to provide the services that meets our client's needs in line with our company culture and values."

    John Carlson, DBIA, Vice President Heavy Civil Division, Sundt Construction

  • "If legal Armageddon comes my way, I want Rose Law Group on my team."

    Steve Havertine

  • "The congrats belong to you folks. You did a great job and got creative at the end. You guys are the BEST!"

    Tom Tierney

  • "Jordan and the best damm group in town -I just got off the phone with Harold where he informed me of your outstanding success yesterday. As he was telling me this (sounds a little sappy) but I got goose bumps on my arm. I reflected on the many years and failed attempts and how incredible your achievement truly is. I can't begin to express my appreciation for all your hard work. You all should be congratulated."

    Bill Hawkins

  • "I wish I had a business partner like you in every state."

    Seth R. Weissman, SolarCity

  • "I wanted you to know what a phenomenal experience I have had with your organization. You have the most down to earth, yet highly intelligent, people working there. Thank you for being such a great example of excellence, coupled with a heart of gold. Cheers!"

    David F. Kotter, Integrity Capital, LLC

  • "I started to write this to thank you for your referrals at Rose Law. Both attorneys are more than we could have hoped for. Stacey called earlier and is so much more comfortable than she was before. Your associates are smart, patient, and really good about explaining the whys."

    Gina

  • "Thank you Kaine for helping me out with this difficult life changing event, you were respectful and understanding throughout the whole ordeal."

    Past Client

  • "Thx Jordan! You and your Team did a great job for us and your efforts/results are appreciated!"

    Don Murphy, President Shea Homes, Arizona

  • "Kaine, I wanted to thank you for the excellent job you did in representing me in my divorce. I have given your name to several individuals for legal matters, and I will continue to do so."

    Past Client

  • "Jordan,

    "Tom Galvin and Cameron just advised us through a mini-crisis on a project in Mesa. Wanted to let you know how happy we were with their work. They kept both me and my dad calm, not an easy task. We’re excited to be a part of the firm and we look forward to working with you in the future."

    Michael Corso

  • "Just wanted to report how much I appreciate your team.  Particularly Chris Webb.

    "We met and I was reminded how much I rely on Chris and your team to keep me informed on our assets in Arizona.  I have responsibilities for properties all over the country, but I have the most confidence with my Arizona assets because of the attention and strategic thinking Chris provides.

    Just wanted to pause and say thanks!"

    Jace L. McQuivey, Vice President – Land Division, Property Reserve, Inc.

  • "Kaine, I just wanted to take a moment to thank you personally for your approach on my matter. You, and Amica have really impressed me during such difficult times and it kept me inspired to get as much as I could get done with such a hectic schedule. I'm sure yours was as well! So thank you sir! My hat's off to you in respect!"

    Current Client

  • "As the situation started to unfold it provided opportunities to see why we made such a good decision in using Adam and your firm. Not only was he willing to fight on our behalf and do whatever he could do to help us through this situation but he also operated in an advisory role that helped us see through the fog of some of the emotions that we have been dealing with. Sometimes your judgement, despite your best intentions, can be impaired when you are dealing with emotions that run so deep. He was able to at times suggest us in the right direction and at times challenge us when the situation called for it. As the dust has started to settle over this situation we can look back with confidence and realize that Adam helped us make the right decisions even if we were not sure at the time, nor were we always the easiest clients."

    Buck Ford

  • "My husband Jack and I are ecstatic about the integrity of Evan Bolick as an attorney and as a person. He works 7 days a week and doesn't care about the money from a customer but cares about the customer’s best interest. We would receive emails from him on evenings, holidays, weekends. I've worked with attorneys in the past when I worked, and he's by far the most impressive, best, most dedicated I've even met or worked with!!"

    Linda Pope

  • "I can't even tell you how awesome Ryan was. It was actually a fun process with the Rose team. What An amazing group. I'm heading to submit our winning application now!!"

    Kira Brown

  • "Jordan, this is GREAT news and you are amazing! Thank you"

    Barb DeLisa, Director of Operations, BASIS.Ed

  • "Fantastic news, Jordan!! We really needed this, so thank you thank you."

    Jonathan Gelbart, Manager, New School Development, BASIS.Ed

     

  • "Amazing! Thanks for all your efforts on our behalf Jordan."

    Lyn Music, Vice President, Operations, BASIS.Ed

  • "Jordan and Cameron, Thank you so much for the great job you did on getting the Extension. Cameron, it was great negotiating…  You turned… from an enemy into our supporter. Jordan, a great show of finesse and patience with a contentious hearing. It is a pleasure to work with you both."

    Current Client

  • "Adam, Thank you so much for the help with the contracts and LLC. You have been great to work with, and your staff has been great as well. We will have to have you out to the ranch once things get settled."

    Jenny

  • "Jordan, We thank you for the great job you did. Your assertiveness was great to watch. Please let your team know how much we appreciate their efforts."

    Scott and Nicole Goldberg

  • "Just heard the news about what you got for us in Scottsdale. That is another major win you have helped us get (don’t forget the Pinal County lawsuit). Thanks for all the hard work you put in for my company"

    Chad Fuller, VP, Chief Legal Office, K. Hovnanian Homes

  • "Kaine - you have been the most creative and smart attorney with whom I have worked (and there’s been a few), and I am so glad you took this case. When you told me it was “unprecedented in Arizona” for XX to have his parenting suspended, I knew this was no easy case for you too. You’re advise has been always timely and genius. I hope this case does lend some positive notoriety to your services also."

    Current Client

  • "I ended my day yesterday better than it's been for the last 65 days due to justice prevailing as a result of the superb legal team at Rose Law Group! I arrived to get this news, to look into my husband’s smiling eyes, and get the biggest celebration hugs ever!! ...and he detailed my truck for me too!! This is a dream delivered to me from the Dream Team at the Rose Law Group!!!"

    Current Client

  • "If not for you and your help early on, I never would have gotten this far... THANK YOU!"

    Rod

  • "Tom I would be proud to stand next to you anytime in a battle. Best Regards Always."

    Michael Pollack 

  • "Jordan! We want to say Thank You So Much for all your HARD WORK on our behalf!. You are simply an AMAZING woman and we were so proud to have had you represent us!!!! Tom did an Awesome job today and we are so grateful for him!!"

    John, Christi, Joslyn & Carson Ramer

  • “Kaine - Thank you all. With every cell in my body I am grateful. I am the one who has been the giver of kindness. I am so grateful that you all have blessed me with knowing how kindness truly feels.”

    Current client

  • "I want to bring your attention to the fine job Ms. Carey Hebert did representing us (Oil Changers, Inc) in the sale of our Company. We used Carey earlier in the year on a Limited Partnership redemption. I liked her style, work ethic, and competence so decided to engage her to represent us in the sale. We have used a very large firm in San Francisco for the last 25 years.

    This was a deal complicated by 2 separate Private Equity Firms as buyers. Selling Company was a C Corp, the deal was a stock sale without Audited Financial Statements. Due Diligence required underwriting standards to be met as AIG was needed by the buyer to insure Reps & Warranties.

    Carey immediately took ownership of the deal, took a pragmatic approach of my interests on the big issues, without risking the deal by over lawyering the little ones. More important was the way she handled the sale side against 4 lawyers at a large “White Shoes Law Firm" on the buy side.

    We trusted Carey Herbert of your firm with our $50,000,000. deal. She made it fun, got it done and I think she’s a “Rock Star”!

    Larry Read, CEO 

    North American Lubricants Corp.

  • “An amazing outcome!!! I still can't believe it!”

    Neil Brooks

  • Hi Evan:

    "Just a quick thank you for your hard work and keeping us moving forward."

    DJ Jenkins, Managing Partner

    VETSBuilt Contracting LLC

  • "Kaine, just wanted you to know that I’ve been so stressed out this last year I can’t even think straight... and I REALLY appreciate your responses. Thank you for your support and the humor. I’m sure judges get bored and would appreciate your candor.

    Thank you for making a positive difference in the world. You are a good attorney. Always keep the humor!!"

    From A.

  • "EVAN!!!!!!!!!!!!!!!!! 

    "You rock!! I can't thank you enough for your help in this matter. It was clear to me from the very beginning of yesterday's argument that the Judge was on our side. Great job. Well done. You are on my Christmas List!! " 

    Mr. C

  • “Even in light of the political considerations associated with a complicated case such as this, Jordan was relentless in her pursuit of success on behalf of Mattamy. Simply stated, we wouldn't have prevailed without the sustained and energetic efforts of Jordan Rose and the team at the Rose Law Group.”

    Harry M. Lourimore

    President, Mattamy Homes, Phoenix Division 

  • "Thank you, Evan, It has been a pleasure working with you and we are more than pleased with the outcome, but that’s not the reason it was a pleasure. That was our bonus that you brought us a quick win. Your experience and knowledge of the best direction to take were spot on and I am so happy we chose to work with this firm and followed your lead on this case.  Thank you, thank you, thank you."

    Else Kolton

  • "Thank you for your expertise, experience and effort to track these things to the end of getting them straightened out!  You are a Triple E or an E to the third power!"

    Howard Morrison

  • "Awesome job, Court. On behalf of Sunbelt, I consider this an excellent outcome and thank you and your firm for their hard work."

    Keith Kauffman

    CFO, Sunbelt Holdings

  • “Court, Great job! The McRae Group thanks you for your work on this issue.”

    Auggie Gomez

    President of McRae Group of Companies

  • “There’s Jordan, raise your hand, the one with the hair there, you did a great job being able to pull people together, amazing,” Said at a recent hearing to fund Talking Stick Resort Arena renovations.

    Councilman Sal DiCiccio

    City of Phoenix

  • Adam and RLG will be a longtime partner of Priority Towing LLC, and as you know being a business owner when you find someone like this you need to make sure that their employer knows how much of a valuable asset they are to your organization. We look forward to working with Adam Trenk and Rose Law Group for years to come.

    Conor Gleason

    Managing Member of Priority Towing LLC

  • Jordan,

    Tonight was a wonderful culmination of much hard work. It was my distinct privilege to work with you and your team in working diligently, inexhaustibly and tenaciously to complete these agreements. With grateful appreciation,

    Brian Dalke, Acting Town Manager

    Town of Paradise Valley

  • Laura was fantastic today and she impressed all 100 of the attendees with her humor and depth of knowledge.

     Glenn Williamson, CEO and Founder

    Canada Arizona Business Council 

  • “Jordan Rose, I don’t know where you’re at over here, the PR campaign, getting the message out there, you’ve done an amazing job, I’m just amazed at what you’ve been able to pull together here.” Said at a recent hearing to fund Talking Stick Resort Arena renovations.

    Councilman Sal DiCiccio

    City of Phoenix