Citadel Law Firm PLLC - Chandler, AZ

Customized Estate Planning and Tax Strategy in Chandler, Arizona

Preserving your hard-earned wealth and ensuring your family's financial security requires a proactive legal strategy rather than standardized boilerplate templates. Established in 2016 by managing attorney David J. Gerszewski, Citadel Law Firm PLLC delivers forward-thinking legal counsel from its Chandler office on East Queen Creek Road. Drawing on extensive Wall Street investment banking experience and an in-depth understanding of tax law, David Gerszewski bridges sophisticated wealth management principles with tailored estate planning solutions. The firm coordinates legal documents with clients' existing investment portfolios, insurance policies, and retirement accounts. When you need to consult an estate planning attorney or hire a probate lawyer in Chandler, Citadel Law Firm PLLC provides transparent flat-fee pricing, dedicated personal attention, and lasting peace of mind.

Comprehensive Wills, Living Trusts and Incapacity Planning

In Arizona, dying without a comprehensive estate plan triggers statutory intestate succession and subjects your estate to public probate court proceedings. Citadel Law Firm designs personalized trust structures to keep family matters private and bypass administrative delays.

Essential Estate Planning Instruments

• Trusts Lawyers: Crafting revocable living trusts, irrevocable trusts, dynasty trusts, and specialized trusts for blended families to safeguard assets across generations.
• Wills Lawyers: Formulating valid last will and testament documents to direct asset distribution, designate personal representatives, and nominate legal guardians for minor children.
• Power of Attorney Lawyers: Preparing durable financial powers of attorney and healthcare powers of attorney to authorize trusted fiduciaries during unexpected incapacity.
• Living Wills and Healthcare Directives: Documenting medical treatment preferences and end-of-life choices to relieve loved ones of agonizing healthcare decisions.

Efficient Probate and Trust Administration Services

When a family member passes away, navigating administrative and fiduciary duties can be emotionally daunting. Citadel Law Firm guides trustees and personal representatives through every statutory step of Arizona trust administration and probate court proceedings. The firm handles creditor notifications, asset appraisals, debt settlements, and final fiduciary accounting with diligence and care.

Strategic Tax Planning and Business Succession Counsel

Minimizing tax exposure is vital to preserving wealth. As knowledgeable tax lawyers and business formation lawyers, the team advises entrepreneurs and families on capital gains mitigation, estate tax reductions, and entity restructuring. The firm drafts buy-sell agreements, limited liability company (LLC) operating agreements, and succession plans to ensure smooth commercial transitions.

Client-Focused Legal Services Across the East Valley

Located at 1767 East Queen Creek Road in Chandler, Citadel Law Firm PLLC proudly serves clients throughout Chandler, Gilbert, Queen Creek, Sun Lakes, and San Tan Valley. With free initial estate planning consultations and fluent multilingual capabilities in English, Portuguese, and Spanish, the firm ensures exceptional accessibility and personalized counsel.