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Address
3573 East Sunrise Drive, Suite 133
Tucson, Arizona 85718-3206 (Pima Co.)
Average Client Review Rating
Rating not available
Average Peer Review Rating
5.0
out of 5
 Free Initial Consultation (Main Office) For over 30 years, we have provided legal counsel and consultation for families, professionals and businesses with an emphasis on tax-related matters. We assist our clients by offering innovative, customized planning and solutions to their problems across a broad range of practice areas: estate planning, asset protection, taxation, trusts and estates, corporations and other business entities, charitable gift planning, business succession planning, and elder law. Statement of PracticeEstate Planning, Asset Protection, Taxation, Probate and Trust Administration, Corporate Law and Business Transactions, Charitable Gift Planning, Elder Law. Year Established: 1976
Firm Size: 3
Rate InformationFixed Hourly Rates
Fixed Fees Available
Free Initial Consultation
Address3573 East Sunrise Drive, Suite 133
Tucson, AZ 85718-3206, (Pima Co.)
PhonePhone: 520-615-9802
Fax: 520-615-9789
Website
http://www.aztaxplan.com
Office HoursMonday: 08:00 AM - 05:00 PM
Tuesday: 08:00 AM - 05:00 PM
Wednesday: 08:00 AM - 05:00 PM
Thursday: 08:00 AM - 05:00 PM
Friday: 08:00 AM - 05:00 PM
Daniel H. O'Connell (Member) born Eugene, Oregon; admitted to bar, 1966, Oregon; 1970, Arizona. Education: University of Oregon (B.S., 1963); Boalt Hall School of Law, University of California (J.D., 1966); New York University (LL.M., 1967). Order of the Coif. Professor, 1967-1972, Assistant Dean, 1968-1972 and Adjunct Professor, 1978-1981, University of Arizona College of Law. Past President, Southern Arizona Estate Planning Council. Listed in The Best Lawyers in America, Trusts & Estates. Member: State Bar of Arizona (Member, Tax Law Section); Pima County Bar Association; American Bar Association (Member, Sections of: Real Property, Trust & Estate Law; Taxation). (Certified Specialist, Tax Law, Arizona Board of Legal Specialization). Practice Areas: Tax Law; Estate Planning; Asset Protection; Corporate Law; Charitable Giving.Email: Daniel H. O'Connell
William L. Asdell (Member) born Phoenix, Arizona, 1951; admitted to bar, 1997, Arizona and U.S. District Court, District of Arizona. Education: University of Arizona (B.A., with highest distinction, 1973; J.D., 1996); University of Chicago (Ph.D., with distinction, 1981). Phi Beta Kappa; Phi Kappa Phi. Author and Presenter: "Using L.L.C.'s and Family Limited Partnerships in Estate Planning"; "Varieties of Charitable Remainder Trusts"; "Foundations of Charitable Gift Planning." Member: Southern Arizona Estate Planning Council; Planned Giving Roundtable of Southern Arizona; Professional Advisory Council, University of Arizona Foundation; Professional Advisory Committee, Center for Planned Giving, Community Foundation for Southern Arizona. Member: State Bar of Arizona (Former Member, Executive Council, Tax Law Section; Member, Sections on: Tax Law; Probate and Trust Law); Pima County Bar Association; American Bar Association (Member, Sections of: Real Property, Trust & Estate Law; Taxation). Practice Areas: Estate Planning; Asset Protection; Tax Law; Federal Estate and Gift Taxation; Closely Held Business Estate Planning; Charitable Trusts and Foundations.Email: William L. Asdell
ASSOCIATEKarin L.H. Yohem (Associate) born Warren, Ohio, December 4, 1955; admitted to bar, 1999, Arizona. Education: Kent State University (B.S., 1977; M.S., 1980); University of Arizona (Ph.D., 1982; J.D., 1998). Member: Pima County Bar Association; American Bar Association (Member, Sections on: Real Property, Trust and Estate Law; Tax Law; Mental Health and Elder Law); State Bar of Arizona (Member, Sections on: Probate and Trust Law; Mental Health and Elder Law; Tax Law); Southern Arizona Estate Planning Council; Arizona Women Lawyer's Association; National Academy of Elder Law Attorneys. Practice Areas: Trusts and Estates; Elder Law; Tax Law.Email: Karin L.H. Yohem
Ratings Methodology
The following firm members have been rated by their peersDisclaimer: No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers. The testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter. Any result that the endorsed lawyer or law firm may achieve on behalf of one client in one matter does not necessarily indicate that similar results can be obtained for other clients. Past success cannot be an assurance of future success because each case must be decided on its own merits. Prior results do not guarantee a similar outcome. Martindale-Hubbell® does not undertake to develop a Client Review Rating or Peer Review Rating for all firms and/or lawyers. Therefore, the fact that a firm or lawyer has not been reviewed should not be construed as unfavorable. Martindale-Hubbell accepts no responsibility for and will not be liable for the content and accuracy of the individual Reviews and the aggregated Reviews.
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