Snell & Wilmer L.L.P.

  • Established in 1938
  • Firm Size 480
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Probate

Client and Industry Challenges

Our clients face a range of challenges that affect their personal and professional goals, including difficult family legacy decisions, ongoing legislative and regulatory changes, evolving market conditions and an increased focus by tax authorities on high-wealth individuals. At the same time, there is no “typical” problem in the area of personal and estate planning; the mix of life circumstances and business and personal assets is unique for every individual, family and company we serve.

At Snell & Wilmer, we strive to help high net worth individuals, executors, trustees and beneficiaries accomplish specific objectives and achieve overall sound wealth management and protection. Our attorneys have experience with estate planning, charitable planning, establishing private family foundations and public charities, business succession planning and international estate planning. We rely on our firsthand experience with estate and gift tax laws, our commitment to confidentiality and our reputation for providing high-quality representation to offer our clients comprehensive wealth management services that are tailored to their individual needs.

Clients We Serve

Our private client services team provides a wide range of services to individuals, families, fiduciaries, nonprofit organizations and closely-held businesses. We handle probate and trust administration for a variety of clients with estates of all sizes.

Our services include setting up revocable trusts and wills, durable powers of attorney, health care powers of attorney and living wills, life insurance trusts, charitable trusts, minors’ trusts and pet trusts. We frequently assist our clients with plans for charitable giving by setting up charitable funds and entities that promote their personal philanthropic interests.

We also help clients implement international estate planning techniques, family limited partnerships, merger and acquisition transactions for family businesses, succession planning for closely held businesses, estate and trust administration advice, planning for IRA and qualified plan assets, preparation of federal and state estate tax returns and the distribution of assets to beneficiaries.

Why Clients Select Us

Focused and Dedicated: We strive to help our clients clearly understand all elements of our personal and estate planning services and provide explanatory letters that spell out any proposed plans. We take pride in our ability to draft concise legal documents that meet our client’s needs. We use state-of-the-art computer programs to prepare estate tax projections and to prepare tax returns, and we stay abreast of trends in global and emerging markets in order to provide optimal business and wealth management advice to our clients. We also make sure to encourage our clients to take follow-up action to title assets and designate beneficiaries consistent with their planning.

Knowledgeable and Connected: Our team includes experienced attorneys and paralegals who provide estate planning services to clients in our offices. We draw upon the broad experience of other attorneys in our firm in order to fully benefit our clients. We also frequently meet with investment planners, accountants and other advisors on behalf of our clients. We believe a coordinated effort between advisors provides the most efficient and effective solutions to client needs. Many of our private client services attorneys are members of the American College of Trust and Estate Counsel (ACTEC), a national organization of estate and trust lawyers that strives to study and improve trust, estate and tax laws, procedures and professional responsibility.

Experience

Our private client services team has helped our clients define their personal estate objectives, benefit from the significant tax savings that can result in proper planning, and achieve seamless estate transitions.

  • For many married couples, we prepare estate planning documents that take advantage of the unlimited federal tax marital deduction, so there will be no estate tax at the death of the first spouse. For couples of substantial means or with significant life insurance benefits, a "credit shelter" trust is utilized to minimize taxes at the second death.
  • A couple with a handicapped child came to us requesting special planning for the long-term care issues involved with their estate planning. We were able to structure lifetime trusts for the child which would not diminish the public benefits otherwise available to the child.
  • An obstetrician wanted estate planning which would incorporate protections from potential malpractice claims. We were able to structure the assets and pension and insurance benefits so as to minimize the risk to his family.
  • We argued before a state Court of Appeals that language contained in a trust agreement drafted by another law firm effectively waived the benefit of the state's life insurance exemption statute.
  • We assisted with tax and protection issues involving an art collection belonging to a French citizen who moved to the United States shortly before his death.

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Peer Reviews

4.8/5.0 (720 reviews)
  • Legal Knowledge

    4.8/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.8/5.0
  • Legal Experience

    4.8/5.0
  • 5.0/5.0 Review for Mr. Robert Feinberg by a Judge on 05/03/13 in Civil Litigation

    Mr. Feinberg was in the public sector when he joined my firm in the early to mid 1990s. I was very impressed with him then and, when I left private practice to take the bench, I know that he continued to have an excellent reputation working at his pr... Read more

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  • 5.0/5.0 Review for Nathan Davis by a Managing Partner on 04/15/13 in Civil Litigation

    This is one of the best and most honest lawyers I have opposed in many years. He has talent beyond his years.

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Diversity

Snell & Wilmer has a deep and longstanding commitment to developing, maintaining and fostering an inclusive and accepting environment rich in diversity. By hiring and retaining a diverse group of attorneys whose collective talents and creativity are drawn from a broad cross-section of backgrounds and outlooks, we enhance our ability to offer superior legal services to our clients.

To boost our efforts, Snell & Wilmer’s Attorney Development, Hiring, and Diversity Committees will ensure that the firm continues to value and promote diversity through focused hiring, development and community efforts.

Commitment to Students

Snell & Wilmer believes that its efforts to reach out to students at every level will increase diversity within the legal profession. Snell & Wilmer is committed to fostering relationships with students.

In our Phoenix, Tucson, Las Vegas, Salt Lake City, and Denver offices, Snell & Wilmer hires diverse law students as interns in connection with the firm’s support of area law schools’ diversity legal writing programs. Current diverse attorneys are involved with the selection of the students and in the administration of the program. The intern is assigned several written projects and receives feedback from assigning attorneys. The intern also is paired with mentors at the firm who coordinate social meetings with partners from various practice groups throughout the internship to assist in developing the intern’s understanding and exposure to various types of legal work. Interns also have opportunities to attend hearings, depositions, and meet clients.

For the past several years, Snell & Wilmer has led the efforts in Arizona for the American Bar Association Section of Litigation’s Judicial Internship Opportunity Program. This nationwide program enables diverse and economically-disadvantaged second-year law students to obtain a judicial internship during one summer. A large component of the program includes mentoring and administrative efforts to offer social activities throughout the summer. Snell & Wilmer attorneys participate in this program as mentors, as social programming coordinators, and as the lead contacts for questions from the Phoenix students.

As part of its focus on encouraging diverse students to pursue legal careers, Snell & Wilmer’s attorneys engage in multiple in-person activities with high school and elementary students. For example, Snell & Wilmer hosts high school students interested in a legal career and their families for a reception and tour of the firm. Additionally, attorneys attend career fairs at local high schools that have a major concentration of ethnically diverse students in an effort to encourage interest in a legal career. Snell & Wilmer also has partnered with a Phoenix elementary school to provide math and reading tutors and to invite the students for a day at the office.

Several attorneys also participate in the MentoRing program in association with the Hispanic National Bar Association and the Arizona State University Sandra Day O’Conner College of Law. The MentoRing program partners minority undergraduate and law students with practicing attorneys in an effort to provide multi-layered mentoring.

Snell & Wilmer’s Diversity Committee is working to establish and implement the Snell & Wilmer Pre-Law Program targeted at diverse undergraduate students. In 2009, the Diversity Committee implemented the LSAT Scholarship component of the Pre-Law Program and awarded three scholarships to diverse students to attend an LSAT preparation course of their choosing. The Diversity Committee looks forward to growing this program in 2010.

Commitment to Community

As a corporate member of the Diversity Leadership Alliance ("DLA"), Snell & Wilmer participates in promoting and furthering diversity in the work place by exchanging ideas regarding diversity initiatives with other businesses. Membership in DLA allows Snell & Wilmer to participate in monthly seminars focused on diversity topics.

Snell & Wilmer is also a signatory to the Colorado Pledge to Diversity. In 1993, as a result of the collaborative efforts of twenty-three Denver law firms, a plan was launched to significantly increase the number of racially and ethnically diverse attorneys recruited, hired and promoted by law firms in Colorado. These law firms signed a Pledge to Racial and Ethnic Diversity in Colorado Law Firms and meet regularly to determine the means in which to achieve the goals set forth in the pledge. Some programs and activities have been: (1) hiring a first-year diverse law student as a summer intern; (2) co-sponsorship of annual Diversity in the Work Place Reception; (3) award of four book scholarships to local diverse law students; and (4) sponsorship of the annual Rocky Mountain Minority Legal Career Fair.

Snell & Wilmer attorneys personally involve themselves with organizations dedicated to diversity, including Women Lawyers groups, Minority Bar Associations, and Human Rights groups dedicated to the LGBT community. Additionally, attorneys are actively involved with area volunteer lawyer groups and organizations that address legal issues affecting minorities and under-represented groups, including the Judicial Council Task Force on Racial and Ethnic Fairness in the Criminal and Juvenile System.

Commitment to Professional Development

All associate attorneys are provided with a Coach (mentor) to guide them through all stages of their associate careers - from first-year challenges to partnership consideration. Coaches are provided materials designed to support them in their role. Coaches are expected to check-in with associates on a regular basis and engage in discussions with the associate concerning firm culture and the practice of law. Coaches also are responsible for fostering connections with other partners throughout the firm and various practice groups. The firm encourages informal mentoring among its attorneys and promotes various social events, both firm-wide and practice group-specific, to develop and strengthen interpersonal relationships and relationships with families. Additionally, the Attorney Development Manager checks-in with attorneys to assess the firm’s efforts of inclusion and whether changes to the mentoring relationship are necessary.

Named for Snell & Wilmer’s first woman partner, the Mary Leader Women in Leadership Program aims to promote women inside and outside of the firm through events in each of our offices. Examples of past events include afternoon lunches, a spa day, networking events with clients, golf clinics, and an annual holiday party.

Commitment to Family

Snell & Wilmer is committed to providing our attorneys with a meaningful opportunity to balance professional and personal demands. The firm offers 12 weeks of paid maternity and paternity leave to attorneys for the birth or adoption of a child. The firm recognizes that, at times, attorneys may have family obligations or personal needs that may merit either adjusting or reducing their work schedules. As a result, the firm considers alternative work arrangements on a case-by-case basis. The consideration of proposals will take into account the needs of the attorney, the practice group, the firm, and our clients.

Domestic Partner Benefits are provided to same-sex couples of both attorneys and staff.

Additional Information

For additional information about Snell & Wilmer’s diversity programs, initiatives and efforts, please contact the Chairperson of Snell & Wilmer’s Diversity Committee, Monica Limón-Wynn.

 

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