Your trusted Scottsdale probate attorney with 30+ years of experience serving clients in Arizona and worldwide. Comprehensive wealth management, asset protection, and succession planning solutions.
Tritch Buonocore Law is a premier boutique law firm specializing in comprehensive estate planning, probate administration, and business advisory services. Located in the prestigious McCormick Ranch area of Scottsdale, Arizona, our firm combines the sophisticated expertise of larger international firms with the personalized attention and responsiveness that defines the best boutique practices.
Under the leadership of Managing Attorney C. Margaret Tritch Buonocore, our firm brings over three decades of combined legal experience spanning multiple jurisdictions including Arizona, California, and England & Wales. This unique international perspective allows us to serve clients with complex cross-border assets and provide sophisticated planning solutions that transcend traditional geographical boundaries.
Our expertise spans the full spectrum of estate planning, probate administration, and business advisory services, ensuring comprehensive protection for your assets and loved ones.
Comprehensive estate planning services designed to protect your assets, minimize taxes, and ensure the efficient transfer of wealth to your beneficiaries according to your specific wishes and goals.
Expert guidance through the complex probate process and trust administration, helping executors and trustees fulfill their fiduciary duties while minimizing stress and legal complications.
Specialized expertise in cross-border estate planning for clients with international assets or family members overseas, leveraging our unique licensing in England & Wales and extensive European network.
Strategic business guidance for companies of all sizes, from startups to publicly held corporations, with firsthand knowledge of establishing, building, and selling businesses.
Proactive strategies to protect your personal and business assets from potential creditors, lawsuits, and other financial risks while maintaining accessibility and control.
Comprehensive trust administration services requiring specialized expertise to navigate complex fiduciary responsibilities and ensure proper management of trust assets.
As your dedicated estate planning lawyer Scottsdale, we provide sophisticated planning solutions tailored to your unique circumstances, goals, and family dynamics. Our comprehensive approach ensures that every aspect of your estate plan works harmoniously to achieve your objectives.
A properly drafted will serves as the foundation of any comprehensive estate plan. Our experienced attorneys work closely with clients to create detailed, legally sound wills that clearly express their wishes regarding asset distribution, guardianship appointments, and personal directives. We understand that every family situation is unique, and we take the time to understand your specific circumstances, relationships, and goals to ensure your will accurately reflects your intentions.
Our will drafting process includes comprehensive asset inventorying, beneficiary analysis, tax consideration evaluation, and contingency planning for various scenarios. We also address special circumstances such as blended families, minor children, special needs beneficiaries, and charitable giving intentions. Our attorneys stay current with Arizona estate planning laws and ensure that your will complies with all legal requirements while maximizing its effectiveness in achieving your goals.
Trust planning represents one of the most sophisticated and effective tools available in modern estate planning. Our firm has extensive experience in designing, implementing, and administering various types of trusts to meet diverse client objectives including asset protection, tax minimization, privacy preservation, and specialized distribution arrangements. We work with clients to determine the most appropriate trust structures based on their specific circumstances and long-term goals.
Our trust services encompass revocable living trusts, irrevocable life insurance trusts, charitable remainder trusts, generation-skipping trusts, special needs trusts, and asset protection trusts. Each trust is carefully crafted to address specific client needs while maintaining flexibility for changing circumstances. Our ongoing trust administration services ensure that trustees understand their fiduciary duties and that trust operations remain compliant with legal requirements and tax obligations.
Powers of attorney and healthcare directives represent critical components of comprehensive estate planning that address incapacity planning and medical decision-making. These documents ensure that trusted individuals can act on your behalf if you become unable to make decisions for yourself due to illness, injury, or cognitive decline. Our attorneys help clients understand the different types of powers of attorney and craft documents that provide appropriate authority while including necessary safeguards.
We prepare durable powers of attorney for financial matters, healthcare powers of attorney, living wills, and HIPAA authorizations as integrated components of your overall estate plan. These documents are coordinated with your will and trust documents to ensure consistency and prevent conflicts. We also provide guidance on agent selection, document activation procedures, and ongoing communication strategies to ensure these important documents function effectively when needed.
Estate tax planning requires sophisticated analysis and strategic implementation to minimize tax burdens while achieving client objectives. Our attorneys stay current with federal and state estate tax laws and utilize advanced planning techniques to reduce estate tax exposure for high-net-worth clients. We work closely with clients' existing financial advisors and accountants to develop coordinated tax-efficient strategies that align with overall wealth management goals.
Our tax planning services include annual exclusion gift programs, generation-skipping tax planning, charitable giving strategies, business succession planning, and advanced trust techniques. We regularly monitor changes in tax legislation and proactively communicate with clients about planning opportunities and potential impacts to existing plans. Our goal is to preserve wealth for future generations while maintaining appropriate flexibility and control during clients' lifetimes.
Our firm is uniquely positioned to provide sophisticated international estate planning services for clients with cross-border assets, international family members, or complex multi-jurisdictional planning needs. With licensing in Arizona, California, and England & Wales, we offer unparalleled expertise in navigating the complexities of international estate planning.
Navigating multiple legal systems requires specialized knowledge and experience. We ensure your estate plan complies with relevant laws in all applicable jurisdictions while optimizing tax efficiency and minimizing compliance burdens.
Managing assets across international borders presents unique challenges and opportunities. Our expertise includes foreign asset reporting requirements, international trust planning, and cross-border tax optimization strategies.
Our extensive network of international colleagues and professional relationships enables us to provide comprehensive service coordination across multiple countries and jurisdictions.
International tax treaties between countries can provide significant benefits for estate planning purposes. Our attorneys have deep knowledge of relevant tax treaties and how to structure estate plans to maximize treaty benefits while ensuring compliance with all applicable requirements. We analyze treaty provisions related to estate and gift taxes, income tax treatment of cross-border transfers, and mutual agreement procedures for resolving disputes.
U.S. taxpayers with foreign assets face complex reporting requirements including FBAR filings, Form 8938 reporting, and various other disclosure obligations. Our firm provides comprehensive guidance on these requirements and helps clients develop strategies to manage reporting burdens while maintaining compliance. We coordinate with international tax specialists to ensure all reporting obligations are met accurately and timely.
International trust planning requires careful analysis of the tax and legal implications in multiple jurisdictions. We have experience with foreign grantor trusts, controlled foreign corporation planning, and other sophisticated international structures. Our approach focuses on achieving client objectives while managing compliance costs and administrative burdens associated with international planning.
Succession planning for international families requires coordination of multiple legal systems and consideration of different inheritance laws, forced heirship rules, and family law provisions. We work with international colleagues to develop comprehensive succession plans that address all relevant jurisdictions while providing family members with certainty and protection.
As your dedicated Scottsdale probate attorney, we provide compassionate guidance and expert legal representation throughout the probate process. We understand that dealing with the loss of a loved one is emotionally challenging, and we strive to minimize additional stress by handling the complex legal and administrative aspects of probate administration efficiently and effectively.
The probate process in Arizona involves multiple steps and legal requirements that can be overwhelming for grieving families. Our experienced probate attorneys guide personal representatives and executors through each phase of the process, from initial court filings to final asset distribution. We handle all aspects of probate administration including asset identification and valuation, creditor notification and negotiation, tax return preparation and filing, and distribution planning.
Our comprehensive approach to probate administration ensures that all legal requirements are met while maximizing efficiency and minimizing costs. We work closely with appraisers, accountants, and other professionals as needed to properly value and manage estate assets. Our goal is to complete the probate process as quickly and cost-effectively as possible while protecting the interests of all beneficiaries and ensuring compliance with Arizona probate laws.
Submit petition for probate and required supporting documents
Identify, locate, and value all estate assets
Provide legal notice to creditors and handle claims
Prepare and file all required tax returns
Distribute assets to beneficiaries and close estate
Trust administration requires specialized knowledge and careful attention to fiduciary duties. Our attorneys provide comprehensive support to trustees, helping them understand their responsibilities and navigate the complex requirements of trust administration. We assist with asset management, distribution decisions, tax compliance, beneficiary communication, and record keeping to ensure that trusts are administered properly and efficiently.
Our trust administration services include ongoing guidance throughout the life of the trust, from initial funding through final distribution. We help trustees understand their investment responsibilities, distribution standards, and communication obligations. Our goal is to help trustees fulfill their fiduciary duties while minimizing personal liability and ensuring that trust purposes are achieved effectively.
When disputes arise during probate or trust administration, our litigation experience enables us to provide effective representation to protect our clients' interests. We handle will contests, trust disputes, fiduciary litigation, and other contested estate matters with skill and sensitivity. Our approach focuses on achieving favorable resolutions while preserving family relationships when possible.
Our litigation services include representing beneficiaries, personal representatives, trustees, and other interested parties in contested proceedings. We have experience with disputes involving will validity, undue influence claims, fiduciary breach allegations, and asset distribution conflicts. We work diligently to resolve disputes through negotiation and mediation when appropriate, but we are prepared to litigate aggressively when necessary to protect our clients' rights.
Margaret Tritch Buonocore brings over three decades of diverse legal experience to serve clients with sophisticated estate planning, probate, and business advisory needs. Her unique background combining international business law, corporate finance, and estate planning provides clients with comprehensive solutions that address both current needs and long-term objectives.
Beginning her legal career as a litigator in Los Angeles, Margaret expanded her expertise through advanced legal education in London, where she earned her LLM and worked for nearly a decade in international business and finance. This international experience included structuring complex corporate finance transactions, equity offerings, debt instruments, and derivative products with a focus on contract and securities law issues.
Margaret's return to Arizona marked her transition into investment company work with Maitland Primrose Group, Inc., where she specialized in restructuring and rebuilding companies and negotiating their sales. She continues to serve on Maitland's board, bringing ongoing business insights to her legal practice. This business experience provides invaluable perspective when advising clients on succession planning and business-related estate planning matters.
"I strive to provide a personal touch to my clients and reduce complex issues to information they can not only understand, but feel confident in making choices that fit their goals."
We don't make promises unless we're fully confident in our ability to keep them. It's about reliably delivering results.
Uniquely skilled attorneys licensed in multiple jurisdictions with the experience to back up our claims.
We aim to help you achieve your goals and are not deterred by complexity or difficulties you might be facing.
Our clients consistently choose us because we deliver exceptional results through personalized service, deep expertise, and unwavering commitment to their success.
Decades of combined legal expertise across multiple practice areas and jurisdictions.
Personalized service and individual attention that larger firms cannot provide.
Licensed in multiple jurisdictions with extensive international professional networks.
Understanding guidance delivered with empathy and respect for your circumstances.
Our multidisciplinary approach combines estate planning, business law, and international expertise to provide comprehensive solutions. This integrated knowledge allows us to identify opportunities and potential issues that specialists in single practice areas might miss. Whether you need domestic estate planning or complex international structures, we have the expertise to guide you effectively.
We believe that clear, timely communication is essential to successful attorney-client relationships. Our clients receive regular updates on their matters, and we make ourselves available to answer questions and address concerns promptly. We explain complex legal concepts in understandable terms and ensure that our clients are fully informed throughout the process.
Our approach to legal problem-solving is strategic and solution-oriented. We don't just identify problems; we develop practical solutions that align with our clients' goals and circumstances. This strategic thinking is informed by our diverse professional backgrounds and extensive experience in various legal and business contexts.
We view our client relationships as long-term partnerships. Many of our clients have been with us for years, and we provide ongoing guidance as their circumstances change and evolve. This continuity allows us to provide more effective counsel because we understand our clients' histories, goals, and preferences. We're here to support you throughout your lifetime and beyond.
Don't just take our word for it. Here's what our satisfied clients have to say about their experience with Tritch Buonocore Law.
"Margaret and her team helped me a great deal. I needed help with probate and then setting up my estate plans. Everyone was personable and professional and explained details as we went along. All my issues were dealt with in a timely manner."
"The Buonocore Law Team is so easy to work with. Whether assisting with our family trust, helping settle my mother's estate, or just being available to answer questions, Margaret was available by phone, text or in person."
"Attorney Tritch has been my company's corporate attorney for 5 years. Very responsive, she returns calls or emails promptly and has vast knowledge of corporate law. She's very personable and takes her clients to heart."
"Margaret helped me update a complicated Trust and Will which had to be valid in two countries. She even helped with the foreign country documents. She makes dealing with legal matters as painless as possible!"
"Margaret was my attorney when I was broken after losing my mom. She guided me to the help I needed and prepared me so my children would never have to deal with what I had. Margaret and her staff treated me as a person, not a number."
"I would like you to know how pleased I was with the legal service during the recent sale of our veterinary business and real estate. Margaret displayed remarkable knowledge of business dealings and was always prompt in her replies."
Get answers to common questions about estate planning, probate, and our legal services.
Our initial meet and greet is free for up to 30 minutes. This complimentary meeting allows you and our team to evaluate if our firm is suitable for your needs and learn about our services before making any hiring decisions.
Estate planning ensures that your assets are distributed according to your wishes and serves to mitigate income, gift, and estate taxes. Without an estate plan, state laws dictate the fate of your belongings, and courts determine guardianship for your children.
A trust is a legal arrangement where a person (trustor) transfers assets to a trustee to manage for beneficiaries' benefit. Trusts serve various purposes such as estate planning, asset protection, and tax efficiency with terms outlined in a trust document.
Absolutely. We provide comprehensive support throughout the entire estate planning process, from offering guidance on structuring your assets to crafting precise wording for your estate planning documents including wills, trusts, and powers of attorney.
Establishing a trust creates a distinct legal entity potentially subject to different tax treatment than personal assets. Trust ownership can offer tax advantages, particularly for larger estates, but requires expert guidance to navigate these complexities properly.
Yes, we specialize in international estate planning. With licenses in Arizona, California, and England & Wales, plus an extensive network of international colleagues, we're uniquely positioned to help clients with cross-border assets and family members overseas.
Don't wait to protect what matters most. Contact Tritch Buonocore Law today for your complimentary 30-minute consultation and take the first step toward comprehensive estate planning and asset protection.
Mon-Thurs: 9am-5pm
Friday: By Appointment
7975 Hayden Rd Ste B200
Scottsdale, AZ 85258
30-Minute Meet & Greet
No Obligation