Business Details
Your Trusted Partner for Comprehensive Estate Planning Solutions
Founded by David I. Karp, our law firm specializes in estate planning, ALTCS/Medicaid planning, and veterans' benefits guidance. With over a decade of experience, we have helped hundreds of families secure their financial futures through customized legal solutions. Our team includes a former ALTCS employee, a Veteran, and other field experts who bring deep industry knowledge to every case. We are accredited by the Department of Veterans Affairs and recognized as a go-to resource for complex estate planning needs in Tucson. Our client-centric approach emphasizes transparency, affordability, and long-term support through our unique Client Care Program.We combine technical expertise with compassionate service, ensuring clients understand both what they want to happen and what they want to prevent in their estate plans. Our flat-fee pricing model provides cost certainty, while our hourly trust administration services ensure clients only pay for necessary work. Testimonials highlight our ability to explain complex legal concepts in plain language and our commitment to protecting clients' legacies through meticulous planning.
Services
Estate Planning
ALTCS Medicaid Planning
Veterans Benefits
Probate Services
Trust Administration
Highlights and features
- We offer 10+ years of specialized estate planning experience
- Our team includes a former ALTCS employee and VA-accredited attorney
- We provide transparent flat-fee pricing for estate plans
- Our Client Care Program ensures ongoing plan maintenance support
- We charge hourly for trust administration instead of asset percentages
Associations and certifications
- Department of Veterans Affairs
What people say
Outstanding legal professionals
Caring attorney
Efficient and responsive
Knowledgeable and thorough
Client-focused approach
Services
Estate Planning
Our comprehensive estate planning service creates legally sound frameworks to protect your assets and ensure your wishes are honored. We specialize in customized trusts that prevent family conflicts and protect inheritances from divorce, lawsuits, and long-term care costs. Our process includes healthcare directives, powers of attorney, and legacy planning tailored to your family's unique needs.
ALTCS Medicaid Planning
We help families navigate Arizona's Long Term Care System to protect assets while qualifying for critical care benefits. Our expertise includes crisis planning for immediate needs and pre-planning strategies that safeguard resources while complying with complex state regulations and transfer rules.
Veterans Benefits
Our accredited VA attorneys assist veterans and their families in securing long-term care benefits through the Aid and Attendance Pension Program. We help maximize entitlements for home care, assisted living, and nursing home expenses while ensuring compliance with Department of Veterans Affairs requirements.
Probate Services
We guide executors through Arizona's probate process with transparent pricing and practical solutions. Our services include asset inventory, debt settlement, tax filings, and distribution planning to efficiently transfer inheritances while minimizing family conflicts and legal costs.
Trust Administration
Our trust administration service helps successor trustees manage estates efficiently while minimizing tax liabilities. We provide step-by-step guidance for asset transfer, tax planning, and beneficiary distributions while maintaining family harmony through transparent communication protocols.
People
David I. Karp
Estate Planning Attorney
David I. Karp became an estate planning attorney after personal experience revealed gaps in traditional estate plans. With over 10 years of experience and hundreds of satisfied clients, he specializes in creating protective trusts that address real-world family dynamics and future uncertainties.
Shanelle Schmitz
Attorney
Shanelle Schmitz focuses on customized estate plans that balance financial goals with legacy protection. She excels at explaining complex legal concepts clearly and has extensive experience with special needs trusts, charitable remainder trusts, and Medicaid asset protection strategies.
Questions
What makes your estate plans different from other firms?
Our plans address both what you want to happen and what you want to prevent, with protections against divorce, lawsuits, and long-term care costs that typical plans overlook.
How can you help with Medicaid eligibility?
We use legal strategies to protect assets while meeting ALTCS requirements, including crisis planning for immediate needs and pre-planning to safeguard future eligibility.
Do you offer veterans' benefits planning?
Yes, as a VA-accredited attorney, we help veterans and widows qualify for Aid and Attendance benefits to cover home care, assisted living, and nursing home costs.
What happens if I need trust administration help?
We guide successor trustees through asset transfer, tax planning, and distributions while minimizing family conflicts and legal costs using our transparent hourly fee structure.
How do you handle probate cases?
We provide straightforward probate administration with flat-fee options, helping executors inventory assets, settle debts, and distribute inheritances efficiently while maintaining family harmony.
What areas do you serve?
While based in Tucson, we serve clients throughout Arizona with estate planning, Medicaid planning, and veterans' benefits assistance across the state.
