With our personalized approach, you can rest assured that your trust documents will meet your needs and withstand legal scrutiny.
Tailor your estate plan to your unique needs and objectives. Know your assets are protected and your trust documents accurately reflect your wishes.
Our trust attorneys will guide you through every step of the process, from initial setup to ongoing management and asset distribution.
At Sorrell & Strickland, we’re committed to providing unparalleled trust legal services in Scottsdale, Arizona. Our unique value proposition lies in our personalized approach and dedication to client satisfaction.
Unlike other law firms that may offer generic solutions, we tailor our services to meet each client’s objectives. Our firm understands that trust matters are highly personal and require careful attention to detail, so we take the time to listen to our clients and craft customized solutions that address their specific concerns.
We strive to exceed our clients ‘ expectations from the initial consultation to preparing all legal documents and other paperwork to the final resolution. We provide responsive communication, meticulous attention to detail, and effective legal representation. We believe that every client deserves personalized attention and dedicated advocacy, and we’re committed to delivering exceptional service in every case.
Meet Whitney Sorrell, your Scottsdale Trust Attorney
Scottsdale trust attorney Whitney Sorrell has a background rooted in estate planning and probate law.
Whitney has the knowledge and experience needed to address your trust-related legal concerns effectively. In fact, he teaches the course on how to draft trusts to other estate planning lawyers throughout the United States.
Whether creating a trust, modifying an existing one, or encountering trust administration issues, Whitney and the team at Sorrell & Strickland will protect your interests every step of the way. We’ll guide you through the intricacies of trust law and secure a prosperous future for you and your loved ones.
JD, MBA, LLM (Tax)
Certified Public Accountant
Former IRS Agent
30+ Years of Experience
A trust is a type of legal arrangement. The person establishing the trust (the “grantor”) authorizes a trustee to hold assets on their behalf. The trust is essentially a booklet of instructions placing certain terms on how the assets should be used.
Trusts are often established for estate planning purposes, offering benefits like asset protection, privacy, and probate avoidance. There are various types of trusts to suit different situations. A revocable trust, for instance, allows the grantor to either cancel or modify it, offering flexibility and control. In contrast, an irrevocable trust can’t be altered once established, providing more security but less flexibility. Other trust applications include testamentary trusts, established through a will, and a living trust, which takes effect during the grantor’s lifetime.
Each type of trust serves a distinct purpose, whether preserving assets for heirs, minimizing tax liability, or providing for loved ones with special needs. By understanding the nuances of trusts and selecting the right one for your situation, you can effectively achieve your estate planning objectives.
A Sorrell Estate and Probate our Scottsdale trust attorney will get to know you and your goals and prepare a trust to fit the specifics of your family situation, so you can be sure your family and wealth is protected.
Types of Trusts
Understanding the nuances of trusts can feel overwhelming, but with the proper guidance, you can confidently take on all challenges. At Sorrell Estate and Probate in Scottsdale, AZ, we have extensive experience in estate planning and trust law. Arizona residents have turned to our attorneys for decades, and we’re ready to earn your confidence.
We offer comprehensive assistance in various trust matters, including establishing many different types of trusts, including:
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts are designed to shield assets from creditors. They’re somewhat similar to establishing an offshore bank account.
Beneficiary Defective Inheritor's Trusts
Beneficiary Defective Inheritor’s Trusts allow beneficiaries to receive income tax-free distributions.
Intentionally Defective Grantor Trusts
Intentionally Defective Grantor Trusts are estate planning tools that freeze some of a person’s assets for estate tax rather than income tax reasons.
Charitable Trusts
Charitable trusts are for those who want to pursue philanthropic activities while providing tax advantages.
No matter your trust requirements, our experienced attorneys are here to provide services that align with your objectives and protect your assets for generations to come. We can, for example, help you with considering a joint trust vs. and individual trust, show you how to dissolve a trust, and much more.
Regardless of where you’re located in Phoenix, Mesa, or anywhere else in Maricopa County, a Scottsdale trust attorney with Sorrell Estate and Strickland is ready to serve. We can meet with you at our Scottsdale office or meet by videoconference if that’s more convenient. Clients throughout the area turn to us for their estate planning, trust, and estate administration needs.
Why Choose Us?
When selecting a trust attorney in Scottsdale, Sorrell Estate and Probate offers distinct advantages that set us apart from the competition.
Tailored Solutions
We aren’t a “forms” practice. We listen to each client’s unique needs and objectives. By taking the time to understand your specific circumstances, we can be tailor a solution specifically for you.
Extensive Experience
Our attorneys have decades of experience in estate planning and probate law. We leverage our in-depth knowledge and skills to create effective trust strategies that fit your goals, providing sound legal advice and guidance at every step.
Client-Centered Approach
We strive to provide responsive communication, proactive guidance, and dedicated advocacy to meet your needs and address your concerns effectively.
Proven Results
With a track record of successful outcomes, our attorneys have earned a reputation for excellence in trust law. We deliver superior service and work to achieve favorable results in trust matters.
Gain Peace of Mind Today
You might be uncertain about your estate plan’s effectiveness or worried about protecting your assets for future generations. You could be confused about your many trust options. Or, you might have questions about trust administration.
Let our Scottsdale trust attorneys alleviate those concerns.
We aim to provide clarity, guidance, and practical solutions. Schedule a consultation today.