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Curley & Allison

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426 N 44th Street Suite 340Phoenix, AZ 85008


Experienced Estate Planning Lawyers

Roger Curley and Sondri Allison founded Curley & Allison LLP in 2001 with the goal of establishing a firm dedicated to a quality estate planning practice in the Phoenix, AZ metropolitan area.Roger Curley has more than 35 years of experience in estate planning and probate. Sondri Allison has almost 20 years of experience in estate planning and probate. Kiernan Curley has been an associate attorney with the firm since 2009. The firm?s practice includes.. all aspects of estate planning from simple to complex estates, including: ? Preparation of wills, trust agreements & powers of attorney? All facets of charitable giving including the preparation of charitable lead & remainder trusts & the creation of private foundations? Family giving techniques including the use of irrevocable trusts, private annuities & promissory notes? Specialized planning for family businesses including the creation of family limited partnerships & limited liability companiesThe firm also advises with respect to all related tax matters including the application of income, estate, gift and generation-skipping taxes. The firm prepares estate and gift tax returns and advises with respect to the preparation of fiduciary income tax returns.For clients who use the firm for their estate planning or probate matters, the firm will also assist with Title 14 guardianship and conservatorship matters, including the appointment of guardians and conservators and advice on the administration of the ward?s estate.While the firm advises with respect to domestic asset protection; the firm does not handle off shore asset protection planning.The firm handles post-mortem administration matters, including probate proceedings, advising with respect to the administration of trusts and estates, and the preparation of estate tax returns.In addition, both Roger Curley and Sondri Allison have extensive experience with respect to probate and trust litigation matters. Roger Curley worked as in-house counsel for the trust and financial services department of First Interstate Bank of Arizona and has considerable knowledge of the particular issues confronting corporate fiduciaries.Be prepared! Protect your family and business by seeing our experienced lawyers today!


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