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Success Through Networking, dba BNI Arizona

14301 N 87th St #113
Scottsdale, Arizona 85260
P: (602) 788-1606

F: (602) 788-3213

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Louis Silverman

Phone 480-491-3216 x5
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Mr. Louis Silverman
Silverman Law Offices
By Appointment
Tempe, AZ

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Louis Silverman

Silverman Law Offices
Chapter: BNI Networking Gold Miners

Legal, Attorney - Estate Planning

My BusinessI am an estate planning attorney board certified by the state bar of Arizona in estate planning, trust and probate law. At last count, there were only about 45 board-certified attorneys in this category. My tagline is "plans that work". By creating plans that work, we tailor our client's estate plan for his or her specific needs and desires. There is no one-size-fits-all. I am a former member of the national network of estate planning attorneys and a current member of WealthCounsel. I am constantly involved in continuing education to stay abreast of changing tax laws and state-of-the-art methods to make a client's estate plan as bulletproof and as court proof as possible. We prepare living trusts,irrevocable trusts, wills, health care powers of attorney, living wills, financial powers of attorney, and many other plan documents. We are also involved in estate and trust administration, which includes representing clients in trust disputes, probate, guardianships, and conservatorships. Finally, we assist our clients in a number of business related matters, including creating corporations and LLCs, assisting with preparing documents, creating Buy-sell agreements, and other business matters.

Ideal ReferralA family with either young children or grown children desiring to have an estate plan that avoids probate, provides for succession in the event of disability or death, minimizes the effect of both income and estate tax, and provides for protection to heirs depending on their age, maturity level, and abilities.

Top Problem Solvedany time that a client has peace of mind that they have created an estate plan that works for them and meets their goals is a problem solved.

My Favorite BNI StoryI referred a potential mortgage refinance to the gentleman in our group who handles mortgages. These people had a home in California and in Arizona and I knew that our mortgage lender could handle both states. After many, many months he announced that he had completed their refinancing and reported income of $50,000. That was his fee! You can bet that he bought me dinner.

My Ideal Referral Partnerfinancial advisers, CPAs, and others who work with clients to plan their estates or their finances is a great referral partner for me.