Wealth Planning Attorneys
ESTATE PLANNING
Protect your hard-earned wealth and ensure that it passes to your loved ones – preventing avoidable taxes, family conflicts, and an expensive, inefficient probate court process.
TAX AND CHARITABLE PLANNING
Planned gifts can provide significant tax benefits, and even lifetime income for your family. We design lifetime and post-death giving plans that yield powerful tax benefits.
PROBATE AND TRUST ADMINISTRATION
The death of a loved one is a difficult time. Let us help you navigate the complex legal process of transferring wealth and administering an estate.
ISLAMIC WILLS AND TRUSTS
Few people understand the complex rules set forth in Islamic inheritance law. We specialize in designing customized, religiously compliant estate plans for our clients.
Your Trusted Legal Counsel
Our law firm provides sophisticated estate planning and wealth preservation solutions for families and business owners. We counsel clients around the country on income, gift, and estate tax planning, advanced charitable giving, and trust administration and probate.
Contact us today to learn how we can assist you.
Meet Yaser Ali
A trusted advisor to families, small businesses, and non-profits
Yaser Ali is an estate planning attorney in Tempe, Arizona, specializing in personalized and efficient wealth transfer strategies.
Recognized as a 40 under 40 award winner by the Phoenix Business Journal and the University of Florida Alumni Association, and as a “Rising Star” by Super Lawyers Magazine, Yaser is proud to have structured over $100 million in sophisticated charitable gifts and bequests for his clients.
An expert in Islamic estate planning, Yaser is the co-author of the American Bar Association’s Guide to Estate Planning for the Muslim Client and speaks frequently around the country to attorneys, advisors, and clients, on how to incorporate religious preferences in the estate planning context.
Recent Publications
Understanding the Implications of Chief Counsel Memorandum 202352018
Modifying Irrevocable Trusts In this piece for Wealth Management, we explore the uncertainty created by a recent IRS memo on irrevocable trust modifications. The memorandum requires practitioners to...
Demystifying Beneficial Ownership under the CTA: Key Takeaways
Who exactly needs to report? After my last post, we got a lot of questions about how does and does not need to file so I recently uploaded a new video explaining the requirements. In this blog post,...
Important New Rules for your LLC and Corporation!
The Corporate Transparency Act The Corporate Transparency Act (CTA) went into effect on January 1, 2024 and requires certain disclosures and filings listed below and explained further in the video...
Phone
ADDRESS
4500 South Lakeshore Drive
Suite 510
Tempe, AZ 85282
We counsel families and business owners with all of their estate, tax, and charitable planning needs. Contact us today to schedule your consultation.
