Scottsdale Estate Planning Lawyer

Brian G. Winter

Scottsdale Estate Planning Attorney

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

Brian G. Winter

Scottsdale Estate Planning Attorney

Scottsdale 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 Scottsdale Estate Planning Attorney?

Estate planning in Scottsdale 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 Scottsdale 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 Scottsdale understand the difficulties. They use their training, knowledge, and expertise to make the estate planning process as simple as possible.

Preserving Your Estate in Scottsdale

Your Scottsdale 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. Scottsdale 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 Scottsdale 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 Scottsdale 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 Scottsdale 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.

How We Select A
Local Legal Authority

Contributor to Magazine

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The attorney must maintain a Google review rating of 4 or more stars.

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 Scottsdale are saying about
Brian G. Winter

Stewart Law Group
5.0
Based on 19 reviews
Fred Rutolo and his paralegal Nichol Fitzpatrick provided superb representation during my recent divorce. It was a comfort to know they had my back during such a challenging time in my life. They made what could have been a complicated process as streamlined as possible. Always responsive and professional. Highly Recommend.
Susan Bottomley
Susan Bottomley
01:54 12 Apr 21
Christa Banfield was great to work with. She is very knowledgeable and made sure my best interest was protected.
James Barker
James Barker
20:20 31 Jul 20
Robert Howard provided excellent legal serves. He was very helpful and prompt . The Stewart Law Group staff was very accommodating and supportive.
James Burke
James Burke
15:50 30 Jul 20
Melissa and Rhonda are wonderful. They have taken good care of me and are understanding throughout this rough time that I have been going through.
Stephanie Rotella
Stephanie Rotella
15:26 05 Jun 20
Attorney Howard from Stewart Law Group was very helpful when I needed it. He was reasonable when it came to billing and was very responsive to my communication with him. I would highly recommend him.
P Wilson
P Wilson
17:51 21 May 20
Highly experienced and efficient. I interviewed five lawyers before choosing Jennifer Mihalovich at the Stewart Law Group and was really happy with my decision. She was very experienced, knows custody/child support issues/processes very well, yet not too aggressive. That's exactly what I needed - a good lawyer that knows what she is doing and makes good sense. Her paralegal Erica is also very efficient and responsive. I feel relieved having them by my side every step along this difficult journey. The Stewart Law Group has a standard operation process in place that I appreciated: regular check-in to make sure I am satisfied with the service; regular updates on my account balance; regular invoices showing details of the charges. Highly recommend!
Ellie
Ellie
15:16 17 Jan 20

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Scottsdale Estate Planning Lawyer

Brian G. Winter

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17470 N Pacesetter Way, Scottsdale, AZ 85255

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