Surprise Estate Planning Lawyer

Brian G. Winter

Surprise Estate Planning Attorney

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

Brian G. Winter

Surprise Estate Planning Attorney

Surprise Estate Planning Lawyer

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

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 Surprise Estate Planning Attorney?

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

Preserving Your Estate in Surprise

Your Surprise 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. Surprise 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 Surprise 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 Surprise 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 Surprise financial planning attorney can work out a personalized strategy that accomplishes your financial preferences.

Schedule an
Appointment

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

The attorney must contribute valuable articles about their practice area to share with our readers in the Legal Advice section.

Maintain a 4+ Consumer Rating

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 Surprise are saying about
Brian G. Winter

Stewart Law Group
4.7
Based on 58 reviews
Attorney Colin S. Bell at Stewart Law Group, demonstrated proficiency as a defense counselor; he explained every detail of my case in a way I could fully understand the situation and I was able to stay calm in very stressful moments due to his advice.Colin kept me informed on everything relevant to my case; his professionalism, knowledge & experience, were evident in court.Mr. Bell was successful providing an excellent defense representation in my legal matter. I would highly recommend Attorney Colin S. Bell, to anyone who needs legal advice or defense representation in court!!
Eduardo Fuentes
Eduardo Fuentes
17:46 07 Jun 21
Thank you Stewart Law Group specifically, Brian Winter. Brian made a very difficult and emotional situation as tolerable as possible. We appreciate his knowledge, support and candor when needed. We always felt like we had someone in our corner and for those that have to deal with any highly emotional ordeal, that is worth it’s wait in gold.Thank you Brian and Stewart Law Group!J & M Herrera
Michelle Herrera
Michelle Herrera
01:21 16 Mar 21
This is the first time I felt like I was not “Undergunned” Jennifer Mihalovich was very knowledgeable, and straight to the point not wasting my time or money. Jenny and her team were very responsive and I highly recommend Jenny and want to say Thank you all for the Help.
sam russler
sam russler
23:11 21 Sep 20
If you are ever in need of a lawyer that will be by yourself and check on how you're doing Christa is definitely the one you want. Christa guided me and made sure my children and mine own interest were always first.
Johnny Barba
Johnny Barba
22:17 31 Aug 20
We had the best experience with Christa Banfield. She was empathetic to our case and took the time to get to know us. She has experience and advises her clients that is in the best interest of a child. I highly recommend her services. What a pleasant experience and am so appreciative to have Christa on our side.
Brandi Byers
Brandi Byers
18:27 17 Aug 20
I highly recommend Stewart Law Group Colin Bell. He was helping my son under 18-year-old to get through a very emotional family legal matter. Colin Bell met me and my son with extreme professionalism and kindness. He was incredibly knowledgeable and empathetic in giving my son counsel as well as being clear and timely. My son and me were able to get in to see him promptly. It is very clear that he is a lawyer who loves what he does! He has integrity, incredibly intelligent, and he really cares about helping people, which is exactly why his such a great lawyer. He does all of this seemingly with such ease and I am so impressed by him expertise and compassion.Thanks Colin Bell!
Jen “Jen Jonas” Jonas
Jen “Jen Jonas” Jonas
04:35 07 Apr 20

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Surprise Estate Planning Lawyer

Brian G. Winter

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15331 W Bell Rd #212, Surprise, Arizona 85374

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