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Stephen L. West

Estate planning Attorney at Mesa, AZ

Not yet reviewed
  • Licensed for 36 years
    State AZ
    Acquired 1987
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Stephen

Learn Stephen’s areas of practice.

I joined Udall Shumway in 1987 and currently head the firm’s Transactional and Estate Planning Group. I completed  my undergraduate studies at Brigham Young University where, in 1980, I received a B.S. in Accounting with a minor in English. I am a Certified Public Accountant (Texas, 1982). I received my Juris Doctorate, cum laude, from the J. Reuben Clark Law School at Brigham Young University in 1987. During law school, I was a Member (1985-86) and Editor-in-Chief (1986-87) of the BYU Journal of Public Law. Prior to law school, I worked with an international accounting firm and with the corporate accounting group of a Fortune 500 company.

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Since joining the firm, I have used my tax and accounting background to good advantage. My practice focuses on business formation, purchases and sales of business assets and interests, loan documentation and financing arrangements, business succession planning, security arrangements, purchases, sales and leases of commercial property and business dissolution. I also assists clients with tax planning for large estates and routinely provide tax and business planning advice in such diverse areas as probate, marital dissolution, deferred compensation and dispute resolution.

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I am licensed to practice in the courts of the State of Arizona, the Federal District Court of Arizona, and the United States Tax Court. I am currently a member of the State Bar of Arizona and the East Valley Bar Association. I am also a member of the American Institute of Certified Public Accountants. I am actively involved in the community and am, or have been, a member of the Mesa Museum & Cultural Advisory Board, Maricopa Association of Governments Blue Ribbon Committee on Regional Growth, Mesa Arts & Entertainment Alliance Committee, Mesa Convention and Visitors Bureau Board of Directors, Mesa Baseline Rotary, and Arizona Regional Medical Center.  I am also a member of the executive committee of the J. Reuben Clark Law Society, Phoenix Chapter.

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Location

Udall Shumway PLC
1138 North Alma School Road
Suite 101
Mesa, AZ, 85201
Udall Shumway PLC
Phoenix Office (Tatum & Shea)
Phoenix, AZ, 85028
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Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Udall Shumway PLC
  • 1987 - Present

Education

  • Brigham Young University - J. Reuben Clark Law School
  • JD - Juris Doctor
  • 1987
  • Brigham Young University
  • BS - Bachelor of Science
  • 1980

Associations

  • J. Reuben Clark Law Society
  • Chair Elect
  • 2017 - Present
  • East Valley Partnership
  • Board of Directors
  • 2016 - Present
  • J. Reuben Clark Law Society, Phoenix Chapter
  • Executive Committee
  • 2005 - Present
  • Mesa Convention and Visitors Bureau
  • Board of Directors
  • 1997 - Present
  • State Bar of Arizona
  • Member
  • 1987 - Present
  • East Valley Bar Association
  • Member
  • 1987 - Present
  • American Institute of Certified Public Accountants
  • Member
  • 1982 - Present
  • Maricopa Association of Governments Blue Ribbon Committee on Regional Growth
  • Committee Member
  • 1997 - 1998
  • Mesa Museum & Cultural Advisory Board
  • Member
  • 1988 - 1994
  • Mesa Arts & Entertainment Alliance Committee
  • Member
  • 1988 - 1998
View all associations

Languages Spoken

  • English
  • Italian

Honors and Awards

  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2016
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2015
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2014
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2013
  • 2013 Top Lawyer's List (Tax Law)
  • Arizona Business Magazine
  • 2013
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2012
  • 2011 Top Lawyers List (Trusts & Estates)
  • Arizona Business Magazine
  • 2011
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2011
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2010
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2009
  • Certified Public Accountant
  • Texas Board of Accountancy
  • 1982
View all awards

Speaking Engagements

  • Trusts Used for Tax Reduction: Drafting Tips and Samples
  • IRA Trusts
  • 2016

Attorney endorsements

Received (2)
Given (1)
Endorse Stephen
Health care Attorney | May 18
Relationship: Co-worker
"Stephen is a dedicated advocate with a wealth of experience and knowledge in a multitude of areas of law. I reach out to Stephen with all of my health care law related concerns for my education law clients and his guidance has always been invaluable. Stephen is the consummate professional and I highly recommend him to all those in need of top notch legal services."
Estate planning Attorney | May 17
Relationship: Fellow lawyer in community
"Steve West is a top notch lawyer. His accounting background and years of experience make him uniquely suited to provide high end legal advice to people and business entities with tax, estate planning, or asset protection issues. I happily give Steve my highest endorsement."

Avvo Contributions

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Mesa Estate planning Lawyer Stephen L. West
Stephen L. West
Estate planning Attorney
Mesa, AZ
Licensed for 36 years