Steven R. Herman Ltd

Law Firm

Positive Results Through Comprehensive Analysis

How will your heirs manage your money when you’re gone?

Contact:

Email: steve@steveherman.net

Phone: 602-840-2577

Office: 4601 E Camelback Rd, Phoenix AZ

The firm accepts engagements in the areas of:

  • Estate and income tax planning

  • Estate (probate) and trust administration

  • Business formations, sales, and acquisitions

  • Negotiation and documentation of buy-sell agreements, business transactions such as real estate or leasing arrangements, employment agreements, general contracts

  • Tax controversy matters

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Based on 40 years of legal, accounting and hands-on business experience

JD from UC Berkeley

1978

Forty Years of Tax Practice Experience

1980 - present

California and Arizona CPA

1980 - present

Solo Practice Experience in Phoenix since 1989

1989 - present

 

Estate Planning

  • Custom counseling in wealth management

  • Tax Planning

  • Powers of Attorney

  • Living Wills

  • Trust formation

Probate and Trust Management

  • Estate Settlement

  • Informal Probate

  • Formal Probate

  • Transfer of Property by Affidavit

  • Assets That Transfer Outside of Probate

Business Formation

  • Formation, maintenance and tax planning for all legal entities

  • Negotiation and documentation of business transactions

  • Independent financial and legal analysis to assist in dissolving business or domestic partnerships.