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Ronald P. Adams

Estate Planning | Business Transactions | Corporate Law | Real Estate Law | Probate and Trust Administration

 
 

Like hundreds of other Phoenix-area families, high net worth individuals and business and property owners, you can count on Ron Adams' skill, creativity and responsiveness in addressing your legal needs and objectives.

In estate planning, it is critical that you know what you want your plan to accomplish for you and your loved ones, and that you are aware of your many planning options. In helping you focus on your objectives and options, Ron offers extensive estate planning knowledge and experience.

Equally important, he describes complex concepts in clear terms that help you make planning decisions that are right for you.

Ron's principal goals are to (a) guide you and your loved ones through the estate planning process; (b) ensure that you are able to care for yourself and family members while you are alive and well, and in the event of disability; and (c) give you confidence in knowing you will leave your estate to whom you want, when you want and in the way you want.

To schedule an appointment with Ron to create or review your estate plan, call 480-345-8845.


Professional Memberships

State Bar of Arizona: Sections on Business Law, Probate and Trust, and Tax Law

Maricopa County Bar Association

Central Arizona Estate Planning Council

East Valley Estate Planning Council

National Association of Insurance and Financial Advisors, East Valley Chapter


Community Leadership

Board of Directors, Chandler Chamber Community Foundation

Past Chairman and Ex Officio Member of the Board of Directors, Chandler Chamber of Commerce

City of Chandler Transportation Task Force

Chandler Ostrich Festival

Member, LEED Program (Local Engines for Economic Development)

Past Member, Board of Directors, Arizona Center for the Blind and Visually Impaired

Past President, North Phoenix Lions Club


Education

J.D., magna cum laude, Northern Illinois University, 1989: Notes and Comments Editor, Northern Illinois University Law Review, 1988-1989

B.S., University of Utah, 1984


Bar Admissions

Arizona, 1989

U.S. District Court, District of Arizona

U.S. Tax Court

U.S. Court of Appeals for the Ninth Circuit


Presentations

"2011 Tax Law Changes and How They May Affect You," Northern Illinois University Foundation, 2011

"Smart Legal Planning for Arizona Families," Connecting Generations Boot Camp, 2011


Personal

Born San Jose, California, 1961


Professional Highlights

Estate Planning, Probate and Estate Litigation. Assisted numerous individuals in creating revocable and irrevocable trusts for estate planning, tax savings and other purposes, including life insurance trusts, marital deduction trusts and education trusts ... preparing wills, general and special powers of attorney, health care powers of attorney and living wills ... establishing conservatorships and guardianships for minors and adults with disabilities ... and resolving various probate/trust/estate disputes through probate court litigation and through alternative dispute resolution.

Business Transactions. Represented the sellers of a family-owned manufacturing business in a transaction involving over $15 million ... the owners of a manufacturing corporation in a tax-free merger transaction resulting in the transfer of cash and stock valued at several million dollars ... the buyer of a medical staffing company acquiring the assets of an operating limited liability company ... the buyers and sellers of a variety of professional practices ... the buyers and sellers in numerous other transactions involving the sale or purchase of stock or assets in amounts ranging from several hundred thousand dollars to several million.

Loan Transactions. Represented owner-operators of multi-unit residential complexes in multi-million-dollar loan transactions ... the owners of commercial and professional office buildings in obtaining acquisition financing ... developers in obtaining interim, construction and permanent financing.

Entity Formation. Represented healthcare professionals in the formation of corporations for the provision of managed health care services ... individuals in the formation of limited liability companies for real estate brokerage ... individuals in the formation of limited liability partnerships for acquiring and developing real estate ... a major grocery store chain in the conversion of existing general partnerships into limited liability companies ... several local hospital auxiliaries in creating non-profit corporations and obtaining tax exempt status under Section 501(c)(3) of the Internal Revenue Code ... numerous other individuals and businesses in the formation of corporations, limited liability companies, general partnerships, limited partnerships and limited liability partnerships.

Tax Planning and Dispute Resolution. Represented a precious metals business in the successful challenge to an Internal Revenue Service assessment of several hundred thousand dollars of additional employment taxes ... a major automobile dealership in the resolution of additional income taxes sought by the IRS ... individuals in obtaining "innocent spouse" relief to proposed tax assessments ... a sole proprietorship in reversing an Internal Revenue Service assessment of additional Social Security, Medicare and unemployment taxes ... numerous parties in the formation of business entities best suited to minimize income and employment tax liabilities associated with business operations

Real Estate Transactions. Represented a corporation in the $2 million sale of an apartment complex ... a limited partnership in the acquisition of multi-unit residential complexes in transactions involving over $5 million ... a limited partnership in the acquisition of mobile home park in a transaction involving over $8 million ... a family limited partnership in the sale of an industrial complex in a transaction involving over $2.5 million ... numerous other individuals and businesses in the sale and purchase of improved and unimproved commercial and industrial real property.

 
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