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Scott A. Erickson  

Scott A. Erickson

Estate Planning

Probate & Trust Administration

Business Formation and M&A Transactions

Tax Planning

Asset Protection

Scott Erickson bio

       

Scott Erickson's clients benefit from his devotion of time and effort in learning and understanding their circumstances, needs and objectives.

Scott Erickson is an AV-rated Certified Specialist in Estate and Trust Law, an eight-time Super Lawyers honoree, and a past chair of the State Bar of Arizona's Estate and Trust Advisory Commission, which assists the Arizona Board of Legal Specialization in the certification of estate and trust law practitioners.

A partner in the firm, Scott has an estate planning practice encompassing asset protection planning, business succession planning, charitable gift planning, pre-marital planning, probate and trust administration, business formation, the purchase/sale of interests in family owned entities and mergers and acquisitions involving closely held business entities.

Client Focus

Scott's clients benefit from his:

  • attention to ongoing tax developments and planning opportunities;

  • devoting the time and effort necessary to learn and understand each client's circumstances, needs and objectives;

  • educating clients about the available options; and

  • working closely with clients and their advisors to design and implement sound and specifically tailored strategies.

Effecting tax-efficient wealth transfers is an objective shared by many of Scott's clients, but he is frequently called upon to help clients achieve other goals as well, like reducing exposure to future creditor claims, preserving a family business or legacy, promoting a religious, charitable, scientific, literary, or educational cause, making lifetime and/or testamentary transfers to minor or disabled beneficiaries (or trusts for their benefit), and planning for incapacity.

Scott also represents and advises fiduciaries, beneficiaries, and creditors in estate and trust matters.

Selected Presentations

  • "Probate Court and Trust and Estate Litigation Updates," State Bar of Arizona (2011)

  • "Selected Drafting Issues Under the Arizona Trust Code," State Bar of Arizona, Probate and Trust Law Section (2009)

  • "Estate Planning: Beyond the Basics," KAET Channel 8 (2009)

  • "Recent Developments in Estate Freeze Transactions and Planning with Family Limited Partnerships," Arthritis Foundation, Greater Southwest Chapter (2009)

  • "Highlights of the New and Improved Arizona Trust Code," National Academy of Elder Law Attorneys (2008)

  • "Charitable Planning," National Business Institute (2006)

  • "Ethical Issues in Estate Planning," National Business Institute (2006)

  • "Business Succession Planning," Arizona Society of Certified Public Accountants (2003)

 
Rated by Super Lawyers 

Martindale-Hubbell AV Preeminent Rating

Certifications

Certified Specialist in Estate and Trust Law, Arizona Board of Legal Specialization

Honors and Awards

The Best Lawyers in America® (Trusts and Estates), 2010-2017

Super Lawyers®, 2008-2015

AV Preeminent® Rating, Martindale-Hubbell

Arizona's Finest Lawyers, 2011

"Best of the Bar," Phoenix Business Journal, 2005

Professional Memberships

American Bar Association: Section of Real Property, Trust and Estate Law

State Bar of Arizona: Probate and Trust Law Section; Past Chair, Estate and Trust Advisory Commission, Arizona Board of Legal Specialization

Maricopa County Bar Association

Central Arizona Estate Planning Council

Court Admissions

Arizona, 1993

U.S. District Court, District of Arizona, 1993

Education

J.D., University of Texas, 1993

B.A., Economics, Stanford University, 1985

Birthplace

Milwaukee, Wisconsin