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Joel K. Heriford
Pro

Joel K. Heriford

4.4
1 review

1850 N. Central Avenue, Suite 1700, Phoenix, AZ 85014

Business & Corporate Law, Estate & Wealth Preservation Planning, Succession Planning and 10 more

About Joel K. Heriford

Joined Burch & Cracchiolo in 1985

Joel is a partner in the Corporate Practice Group and the Estate Planning and Probate Practice Group. He practiced with the Firm from 1985 until 1991, at which time he moved with his family to the Midwest to practice in Illinois and Iowa. He rejoined the Firm in February 2006 to lead the Firm's Corporate and Estate Planning practices. Before practicing law, Joel was a Certified Public Accountant and practiced with international accounting firm, Peat, Marwick, Mitchell & Company.

Joel has a broad corporate practice including income tax planning and business law aspects of business transactions, including business formation, operation, sale and merger of corporations, partnerships, limited liability companies, joint ventures and strategic alliances, as well as Section 1031 tax-deferred exchanges. In addition, Joel represents company founders and other entrepreneurs on a broad range of personal planning matters, with an emphasis on wealth transfer and succession strategies.

Estate planning clients find Joel highly experienced in a broad range of estate planning matters, including estate taxation, retirement planning for qualified and non-qualified retirement plans, wealth preservation and wealth transfer strategies, asset protection planning, and planning for non-traditional families. Joel is also experienced in the creation and administration of a wide variety of trusts including revocable living trusts, irrevocable life insurance trusts, special needs trusts, family limited partnerships, family limited liability companies, asset protection trusts and charitable remainder trusts. Joel uses a team approach in the estate planning process, working with the client's accountants, insurance professionals, financial planners and other advisors.

Honors & Awards

Ranked BV® Distinguished ™ 4.4 out of 5

Other Relevant Employment

Tax accountant, Peat, Marwick, Mitchell & Company, New Orleans, Louisiana, 1982-1984

Professional Leadership

Member, Wealth Counsel LLC

Member, The Advisors Forum, LLC

Professional Affiliations

State Bar of Arizona

State Bar of Illinois

State Bar of Iowa

Presentations and Publications

The Wealth Counselor, a monthly newsletter for wealth planning professionals and clients

 

Joel K. Heriford (Phoenix, Arizona) View website

Awards

Distinguished Peer Rated
This award is granted to attorneys who have been recognized by their peers for very high ethical standards, with an average peer review score of 3.0 to 4.4.
Martindale-Hubbell Peer BV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Joel K. Heriford got this award in 2021

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Joel K.

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Overall Rating
4.4
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1
Lawyers.com
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4.4
Martindale
1
Avvo
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Services

Areas of Law

  • Taxation
  • Corporate Law 1
    • Corporate Finance
  • Other 11
    • Business & Corporate Law
    • Estate & Wealth Preservation Planning
    • Succession Planning
    • Advance Directives for Health Care
    • Estate and Gift Tax Planning
    • Pet Trusts
    • Probate and Estate Administration
    • Special Needs Planning
    • Succession Planning and Wealth Preservation
    • Trust Administration
    • Wills and Trusts

Practice Details

  • Payment Information
    Accepted Credit Cards
    American Express
    MasterCard
    Visa
  • Firm Information
    Position
    Shareholder
    Firm Name
    Burch & Cracchiolo, P.A.
  • Additional Links
    http://www.bcattorneys.com

Experience

  • Bar Admission & Memberships
    Admissions
    1985, Arizona
    1991, Illinois
    1991, Iowa
  • Education & Certifications
    Law School
    DePaul University College of Law
    Class of 1985
    J.D.
    Other Education
    Illinois State University
    Class of 1979
    B.S.
    Accounting

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Joel K. Heriford was admitted in 1985 to the State of Arizona.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Joel K. Heriford has a 4.4 Peer Rating from Martindale-Hubbell.
  • Does this attorney accept major credit cards?
    Yes, Joel K. Heriford will accept Visa, American Express and MasterCard.
  • How many attorneys are in this law firm?
    Burch & Cracchiolo, P.A. has 41 attorneys at this location.
  • What law school did this attorney attend?
    Joel K. Heriford attended DePaul University College of Law.

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• Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

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