Whether you need a basic estate plan or have a need for more sophisticated strategies, we are here to help you protect your legacy.
Let us help put the threat of the IRS behind you. As a former IRS Revenue Agent turned tax attorney, I know exactly how to aggressively fight and resolve your tax problems.
Since graduating from Arizona State University College of Law in 1998, I’ve helped thousands of families and small businesses navigate complex legal issues related to their tax, estate planning, and business affairs.
As a former IRS Revenue Agent and CPA, tax law is the foundation of my practice; knowing the tax implications of business transactions and estate planning strategies gives me the edge needed to tailor a custom solution for each individual client.
- Claude Z.
- Scott S.
Whitney Sorrell, Esq. gives a basic breakdown of when and how to use Small Estate Affidavits; when it is appropriate to use them and the process of using Small Estate Affidavits to transfer real property or collect estate assets.
On July 30, 2019, WealthCounsel awarded Arizona estate planning attorney Whitney Sorrell, Esq. for his dedication to Scholarship at its annual Symposium in Boston, MA.