When necessary, file guardianship proceeding in court to have a guardian appointed for the purpose of making medical and health care decisions for a loved one who is unable to communicate such decisions;
Based on client’s decision of small business formation, Ms. Moffatt will prepare the necessary documents to create the business entity, file such documents with the appropriate legal authorities, and assist the client in providing notice to required parties. These services allow her clients to focus on the operation of their new entity while she focuses on the necessary legal matters required to operate legally and efficiently.
Estate planning is the process of arranging your financial affairs, and includes the use of legal documents for selecting decision makers who will handle your affairs in the event of your incapacity and after your death to distribute assets according to your wishes. Phoebe Moffatt recognizes that each client situation is unique. That is why each estate plan she prepares is designed specifically for you based on life circumstances, family situation, personal and business assets, and goals.
Wills
Trusts
Coping with the loss of a loved one is never easy. Phoebe Moffatt educates her clients with what to expect regarding post death and trust administration (commonly referred to as the probate process) to ease the process during this transition period. Frustration and concern often result from what is required to administer an estate and/or trust after a death. Questions arise as to what steps are really required, how long they should take, and what costs are appropriate.
Power of Attorney
Phoebe Moffatt’s practice focuses on estate planning, including the preparation of revocable living trusts, wills, health care powers of attorney, durable powers of attorney, irrevocable life insurance trusts, and other revocable trusts. She provides legal counsel to fiduciaries administering a trust or an estate, including assistance with the preparation of estate and gift tax returns, and she assists fiduciaries in the administration process, including guidance on the collection of a decedent’s assets, payment of decedent’s liabilities, and distribution of the decedent’s assets to legal heirs and beneficiaries. Ms. Moffatt offers legal representation in guardian and conservator matters, and legal counsel for certain designated beneficiaries and heirs. She also provides legal counsel in small business formation matters.
Phoebe Moffatt offers advice and assists clients in understanding the various choices of small business structures. These matters often include whether to incorporate; whether to form an Arizona limited liability company; whether to create a partnership; whether to create a family limited liability partnership/ company; or whether to embark on a joint or solo venture; as well as considerations for other types of business entities. Discussions are generally geared to helping clients understand liability issues and tax issues depending on their choice of structure and formation of a particular business entity.