AzBusiness Leaders 2019

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law // ESTATE PLANNING & PROBATE

A WILLIAM CLARKE Chair, Estate Planning and Probate Department // Jennings Strouss & Salmon // jsslaw.com Clarke has provided counsel to clients for more than 35 years. He advises Arizona individuals and family-owned businesses on estate planning, probate administration, business succession, corporate, and real estate transactions. Clarke represents clients in contested probate matters, including assisting surviving spouses and heirs in estate disputes with family members over the distribution of assets. INDUSTRY OUTLOOK: “The current changes in estate tax law have reduced the percentage of taxpayers that are subject to estate taxes to less than 0.1 percent of the overall population. Given the current taxpayer favorable rules, the vast majority of estate planning clients need to focus on doing what is right to secure their families’ future, which is particularly important with blended families.”

B ALISA GRAY Shareholder // Tiffany & Bosco // tblaw.com Gray’s practice emphasizes probate and trust litigation and mediation, and elder law such as guardianships and conservatorships for incapacitated persons. She is a frequent speaker at legal and professional events, including providing instruction on reducing stress in the workplace. In addition to practicing law, Gray is a yoga instructor at Desert Song Healing Arts Center and a faculty member of Mindfulness In Law Teacher Training, a program from Warrior One. Industry outlook: “The industry of probate and elder law practice continues to be strong and I don’t see that changing. People are living longer than ever imagined, requiring flexible and creative approaches to managing resources, as well as creating more awareness of the challenges associated with aging in our modern society.”

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C HOPE LEIBSOHN Estate planning attorney // Sherman & Howard // shermanhoward.com Leibsohn is an estate planning attorney dedicated to helping her clients design meaningful legacy plans. Her discussions with clients focus not only on the important tax planning aspects of their estate plan, but also on the unique personal values which her clients are seeking to codify and pass along as the intangible portion of their multi-generational legacy plan. Professional advice: “Follow your passion in selecting a field where your gifts and talents are aligned with your day-to-day activities. If you truly enjoy what you do, then you will be just as enthusiastic about beginning Monday mornings as ending Friday afternoons.” Industry outlook: “The future holds infinite hope and possibilities for all of us. How we view our part in the experience can define the moments as memorable.”

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D PHOEBE MOFFATT Attorney // Sacks Tierney // sackstierney.com Moffatt is a Certified Specialist in Estate & Trust Law by the Arizona Board of Legal Specialization, and a Fellow of the American College of Estate & Trust Counsel, demonstrating her expertise in complex estate and trust matters. Personal strengths: “Some personal qualities that helped me become successful is listening carefully to the goals my clients wish to accomplish, communicating clearly, genuinely caring, keeping current with new laws, and maintaining the highest standard of ethics, professionalism, and integrity. These qualities result in clients and others having faith in my abilities.” Professional advice: “Be passionate and excited about whatever you do. If you find pleasure in what you do, you will enjoy doing it.”

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E JAMES RYAN Managing partner // Frazer Ryan Goldberg & Arnold // frgalaw.com A fellow of the American College of Trust and Estate Counsel and a Certified Specialist in Estate & Trust Law, Ryan is widely acknowledged in Arizona legal and business circles for complex estate and business planning. He is a board member for the Arizona Community Foundation and 100 Club of Arizona, serves on the Bankers Trust Company of Phoenix community board of directors and has chaired many charitable boards and professional committees. Personal strengths: “I have a passion for community service and for helping people achieve important objectives. Striving to place other people’s interests and ambitions ahead of my own has helped me to earn trust in my personal and professional relationships and provides perspective for the things that I seek to accomplish.” 108 ABL | Nominate at azBIGmedia.com

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AzBusiness Leaders 2019 by AZ Big Media - Issuu