Effectively Helping People Protect Their Assets

When you are thinking about creating an estate, business or succession plan, it is important to work with an attorney who has the competency and experience helping other people like you. At M. Kaplan and Associates, Ltd., that is exactly what you will find. We have over 40 years of experience helping individuals throughout Arizona create the planning documents they need. We act with integrity and honesty and always do what is best for our clients.

Mr. Kaplan, a Phoenix tax, business, succession and estate planning lawyer, has the experience to draft plans that meet individual needs. He is:

• Licensed to practice in Arizona and is an inactive member of the Illinois State Bar
• Member of the Maricopa Bar Association
• Certified by the State Bar for specialty in tax law
• A certified public accountant (CPA)
• Past president of the American Association of Attorney CPAs (AAA-CPA)
• Former chairman and member of the Arizona Board of Tax Appeals, Div. 2
• A member of the National Association of Elder Law Attorneys (NAELA)
• AV-rated by Martindale-Hubbell for more than 25 years

Because Mr. Kaplan is a CPA, he has an integral understanding of the financial matters that influence people’s estates. He knows how taxes can penalize a person’s estate, and he works with people to make sure their assets and finances are protected. We take the time to analyze each client’s financial situation and work with them to plan for Medicaid planning and other special situations.