Gilbert Estate Planning Lawyer

Brian G. Winter

Gilbert Estate Planning Attorney

Attorney at Law Magazine’s Gilbert Estate Planning Local Legal Authority.

Brian G. Winter

Gilbert Estate Planning Attorney

Gilbert Estate Planning Lawyer

About
Brian G. Winter

Estate planning attorney Brian G. Winter is a partner at Stewart Law Group. He has over 20 years' experience practicing estate planning, probate law, divorce and family law.

Winter particularly appreciates the productive yet non-adversarial aspects of his estate planning practice. He believes everyone should have a say in the disposition of their personal property and assets, as well as in determining who will raise their children should they predecease them or become incapacitated. Helping people create an orderly, efficient plan to transfer their assets gives them the peace they need. They know their wishes will be honored when they pass.

When the need arises, Winter has met many sick clients at their homes or at the hospital to assist in completing their estate plans. Although there are some logistical difficulties to executing an estate plan in the hospital, it can be done.

Winter has a BA in Government and Politics from St. John’s University, Queens, NY (1990). His JD is from St. John’s University School of Law (1993). In 1994, Winter was admitted to practice law in New York (registered), Florida (inactive), and Connecticut (active) where he is also admitted to the US District Court, District of Connecticut.

In 2014, Winter became a member of the State Bar of Arizona. Also a member of the Scottsdale Bar Association and Maricopa County Bar Association, he served on the MCBA Board of Directors in 2016.

Rated 10-of-10 by Avvo, Inc., Winter also received Avvo's Clients' Choice Award (2016) and 5 Star Clients' Choice Award (2017). A few of his many recognitions include:

  • 10 Best Estate Planning Attorney (American Institute of Legal Counsel – 2020, 2018, 2017)
  • Top 10 Estate Planning Attorney (Attorney and Practice Magazine - 2019)
  • Lawyers of Distinction (2017)

Attorney's Latest Articles

Why Consult With A Gilbert Estate Planning Attorney?

Estate planning in Gilbert can be a challenging process. It’s a necessary step if you prefer to control your assets and determine how they’re distributed in your absence. If you’ve ever scrambled to help your aging parents get their financial affairs in order, you understand what can happen if you delay the inevitable.

You struggle to locate and gather relevant financial documents. If your parents have memory issues, you worry that you might be missing something important. You encounter added stress when you feel pressured by a real or imagined deadline. That’s why it’s a prudent idea to contact a Gilbert financial planning attorney before the timing becomes crucial.

Some families delay estate planning because of the personal and emotional challenges. The process forces you to deal with family issues, financial concerns, and end-of-life matters you might not want to think about. When you have substantial assets or a complicated family structure, planning efforts require time, energy and critical decision-making. Financial planning attorneys in Gilbert understand the difficulties. They use their training, knowledge, and expertise to make the estate planning process as simple as possible.

Preserving Your Estate in Gilbert

Your Gilbert estate planning lawyer can implement safeguards to reduce the estate taxes that can consume your savings and assets. Attorneys use a variety of financial instruments and procedures to accomplish this goal.

  • Charitable trusts and donations
  • Marital asset transfers
  • Lifetime gifts to relatives
  • Irrevocable trusts
  • Life insurance trusts
  • Life insurance
  • Annuities

Wills and Trusts 

Wills are traditional estate planning tools that ensure your assets are distributed according to your preferences. Gilbert Estate planning attorneys work with you to document your wishes. They formalize them using the estate planning instruments, guidelines, and procedures compatible with Arizona’s laws.

  • A will is a formal record of your instructions for distributing your assets after your death. For young families, they can designate a hierarchy of childcare if both parents die. They simplify the asset distribution process and allow your beneficiaries to avoid most probate court procedures. As wills are public records in many jurisdictions, they’re not private.
  • Living trusts appoint a trustee to control your assets if you become incapable of doing it yourself. It’s similar to a will in that it provides inheritance instructions for asset distribution after your death. Trusts aren’t publicly available records, so you keep your financial information private.

Health Directives

When you’re young or even middle-aged, you might not think about yourself when you consider end-of-life issues. No matter how old you are, it’s important to document your treatment requirements so you can avoid extreme treatment measures you don’t want. Catastrophic accidents, serious illnesses, and end-of-life issues occur at all ages. If you have strong concerns about life support, resuscitation, or other medical procedures, an estate planning attorney in Gilbert can formalize your wishes.

  • Advanced directives, living wills, and instruction directives help you designate the treatment you want or prefer not to have should you become unable to speak on your own behalf. Your estate planning attorney prepares a carefully worded document explaining your preferences for and against extreme treatment measures, resuscitation, and other medical procedures.
  • Health care power of attorneys and health care proxies grant formal healthcare decision-making control to the person you designate. The person holding your power of attorney receives instructions detailing your wishes. They make treatment decisions on your behalf when you are unable to speak up for yourself.

Contact a Gilbert Financial Planning Attorney

When you spend a lifetime building assets to pass on to your family, financial planning is the next important step. Whatever your age, marital status, parental status, or financial situation, a Gilbert financial planning attorney can work out a personalized strategy that accomplishes your financial preferences.

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Reach out today to schedule an appointment to discuss your legal needs and their availability to handle your matter.

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Local Legal Authority

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Practice Law for 5+ Years

The attorney must have been licensed to practice law for at least five years and must have maintained an active practice.

What clients in Gilbert are saying about
Brian G. Winter

Stewart Law Group
5.0
Based on 26 reviews
We needed an attorney for a child custody case. We found Jenny Mihalovich at the Stewart Law Group. Wow! She walked us through the process and what we needed to do. She is amazing. She took great care to listen to our needs and she did what needed to be done! Anytime we had a question she was there with the answer! Would highly recommend her to any dad fighting for custody rights!
Jim Brown
Jim Brown
15:06 18 May 21
Jennifer and Erica were super in handling my case. Navigating through a divorce can be very emotional; they kept me grounded and made sure I knew my rights under the law. Having their client's best interest in mind is something that they always brought to the table in a very professional manner. I would highly recommend Jennifer and Stewart Law Group for a Divorce Case.
David (caveboys213)
David (caveboys213)
02:50 18 May 21
I want to express my deepest gratitude to Stewart law group and Amy Dohrendorf as my attorney. From beginning to end Amy was efficient and got right to the point. I knew I was in great hands with Amy and I am now in a better place mentally and physically as she helped me every step of the way.She was bold, straight to the point and treated me like family. She knew exactly what I needed and when. I am truly grateful for everything Amy and Jackie have done for me over the last year. They are the best!!
alisa tague
alisa tague
04:03 24 Feb 21
Jennifer Mihalovich could not possibly have done a better job with my family case. We had not actually met in person due to COVID-19, but I still felt so close to her and so welcomed by her. Aside from her being friendly and personable, she CLEARLY is one of the most knowledgeable attorneys out there. Erica Iglesias-Diaz also made me feel attended to and taken care of while I was a client with Stewart Law Group. During a stressful time in life, Jenny and Erica made my life so much easier. 20 out of 10, would recommend in a hearbeat.
Kaci Warble
Kaci Warble
22:08 07 Dec 20
Jennifer Mihalovich was an amazing attorney who helped me to no end with my divorce. I'm so thankful for this attorney and the Stewart Law Group. Everyone that helped me was friendly and helpful.They always prepared me for every court case, it was great to be the one prepared. Highly recommend.
Carron Boyd
Carron Boyd
02:53 24 Sep 20
Jennifer Mihalovich is an amazing attorney to work with. Her crew was very responsive, timely and took charge of my situation. I was very happy with the results. I highly recommend her and would use her again if need be. Thanks Jennifer M and may God continue to Bless You.
Angela Chukwudolue
Angela Chukwudolue
04:22 07 Sep 20
Jennifer Mihalovich and Erica Iglesias-Diaz did an amazing job with our case. They were very professional, easy to work with and did a very thorough investigation. Our family could not have been in better hands than these two representatives of Stewart Law Group. We will be recommending them to anyone we come across who is in need of an excellent lawyer.Thank you!
Becky Soter
Becky Soter
17:29 28 Aug 20
Jennifer Mihalovich and the Stewart Law Group were amazing to work with! There was robust communication and they were "cost-conscious", which was refreshing.
Peter Brown
Peter Brown
23:45 25 Aug 20

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Brian G. Winter

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Estate Planning Attorney

Gilbert Estate Planning Lawyer

Brian G. Winter

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(480) 428-3932

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1166 E Warner Rd, Suite 101, Gilbert, Arizona 85296

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