Phoebe Moffatt

Phoebe Moffatt

5.0
Rating: 10.0

Licensed for 28 years

Estate planning Lawyer at Scottsdale, AZ
Practice Areas: Estate Planning, Probate, Trusts

4250 North Drinkwater Blvd. Fourth Floor, Scottsdale, AZ

About Phoebe

Biography

Practice Areas

3

Practice Areas

Estate Planning 34%

Phoebe Moffatt concentrates her practice on estate planning, including the preparation of revocable living trusts, wills, health care powers of attorney, durable powers of attorney, irrevocable life insurance trusts, and other revocable and irrevocable trusts. Each client situation is unique. That is why each estate plan Phoebe Moffatt prepares is tailored specifically for her client based on her client's life circumstances, family situation, personal and business assets, and goals.

28 years

34%
Probate 33%

Phoebe Moffatt provides guidance and assistance to fiduciaries in charge of administering a trust or an estate, including assistance with tax return preparation, guidance regarding collection of decedent's assets, paying decedent's liabilities, and distributing assets to the decedent's legal heirs and beneficiaries. In certain matters, Phoebe Moffatt acts as legal counsel for beneficiaries and heirs of a decedent. She also provides legal representation in guardian/conservator matters.

28 years

33%
Trusts 33%

A trust by a written document can be created by an individual for the benefit of a beneficiary which designates a trustee to manage the property of the trust for the beneficiary. A trustee has decision-making authority over the trust property, and the court is usually not involved in the trustee's action. The person who creates the trust defines the scope of the trustee's power. There are many different trust types, such as revocable living trusts, irrevocable trusts, gift trusts, QPRTs, etc.

28 years

33%

Fees and Rates

Cost

Hourly Rates

$ 150-350 per hour

Retainer

Always


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Arizona for 28 years

State: Arizona

Acquired: 1997

Active

No misconduct found

Location

Sacks Tierney, P.A.

4250 North Drinkwater Blvd. Fourth Floor, Scottsdale, AZ, 85251

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Phoebe Moffatt's Reviews

Avvo Review Score

5.0 /5.0

11 Client Reviews

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 11 reviews

Posted by Wayne | October 15, 2018 | Hired Attorney | Probate

She's the one you want in your corner...

My cousin passed away last year in Scottsdale and we needed to find a good estate/probate lawyer to handle the estate, which was fairly complicated...we hired Phoebe Moffatt and she was exactly who we needed to guide us through the twists and turns of Arizona probate law and the process of administer...ing a complicated estate with many beneficiaries. I served as the Personal Representative of the Estate and Phoebe and her assistant, Cami Barnella, were always there for me, helping me every step of the way through a very challenging year. I can't recommend her highly enough - she is a consummate professional who cares about her clients...

Posted by Donald ONeill | January 30, 2017 | Estate Planning

Trust Planning..

I went in for a initial consultation and I was expecting a high-level 20 minute discussion on revocable trusts. Surprisingly, Mrs.Moffatt went over specific details and spent over an hour with me on my goals along with sketching out a plan to cover all my beneficiary's. She was very thorough, has a... great personality and I would highly recommend this attractive estate planner. Given she is booked 10-days out, it gives an indication on her popularity with her clients..

Posted by Nancy | October 08, 2015 | Hired Attorney | Trusts

Review and Revision of Trusts

This past summer, I had the good fortune of hiring Phoebe Mofffat to review and revise my family's existing trusts. Aside from being delightful to speak with, she was timely, completely organized and attentive, communicated in a concise, clear manner, and her knowledge of the law was more than impre...ssive. She accomplished quickly what I needed to achieve in a peaceful and comforting way. The planning documents that I was given at the end of our work together were meticulously organized and beautifully presented. I highly recommend Phoebe, and will refer her to everyone I know for their Trust and Estate Planning needs! She gives the legal community a great name!

Posted by Dave and Sharon Becker | July 23, 2015 | Estate Planning

Estate Planning Professional

My wife and I recently completed an update to our estate plan. Phoebe Moffat was recommended to us along with other attorneys. We chose Phoebe after our initial visit based on her intelligence, professionalism, knowledge, experience and sincerity and interest in dealing with our questions and buildin...g a thorough understanding of our needs and desires. She and her staff were efficient, provided very good ideas and alternatives while explaining options thoroughly and in layman's terms. She was patient in explaining concepts and alternatives including future considerations. The whole experience with Phoebe was educational and comforting, knowing that our estate is effectively protected for ourselves, our children, and grandchildren.

Posted by Dan | October 06, 2014 | Trusts

Mrs. Moffatt is the best in AZ for Estate Planning!

Phoebe was very professional, included all our requested changes and answered all our questions. She developed all the appropriate trusts for our situation, dual power of attorney, healthcare power of attorney. Our estate is now set up for every possible outcome that will protect our estate and sti...ll give our kids flexibility to continue the trust if their situation requires it. Her staff is very confident, nice, accurate and responsive.

See All Client Reviews

Phoebe Moffatt's Lawyer Endorsements

Endorse Phoebe
James A Kuzmich headshot
James Kuzmich

Estate planning lawyer | Dec 03

Relationship: Worked together on matter

"I endorse this lawyer."

Herbert Ira Ellis headshot
Herbert Ellis

Unknown lawyer | Dec 07

Relationship: Other

"I endorse this lawyer."

Christian K. Lassen II headshot
Christian Lassen

Unknown lawyer | Dec 20

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Jonathan Craig Reed headshot
Jonathan Reed

Probate lawyer | Jan 10

Relationship: Fellow lawyer in community

"I congratulate this lawyer for her intelligent, thoughful answers to questions posted on avvo.com and will keep her in mind if I need to refer a client to an Arizona probate or trust attorney."

Ellis McGehee Carter headshot
Ellis Carter

Estate planning lawyer | Jan 10

Relationship: Fellow lawyer in community

"I have known Phoebe for about four years. Phoebe is an outstanding estate planning attorney whose legal expertise is highly recognized by her peers. In addition to her technical knowledge, Phoebe puts her clients at ease by ensuring their plans are properly implemented which many estate planning lawyers fail to do. In addition to her thorough knowledge of the law, Phoebe is a creative and an effective advocate for her clients. I frequently refer clients to Phoebe and recently referred my own parents to her."

DeShon Pullen headshot
DeShon Pullen

Estate planning lawyer | Jan 10

Relationship: Worked together on matter

"I endorse this lawyer. I have worked with Phoebe on an estate litigation matter. She is certified by the Arizona State Bar in estate planning and very knowlegable in her field. She takes a compassionate approach with her clients and always has thier best interests as the primary objective. She is an amazing attorney and I highly recommend her to my clients and anyone looking for an estate planning attorney!"

View All Endorsements
Denise M Quinterri headshot
Denise Quinterri

Ethics and professional responsibility lawyer

James A Kuzmich headshot
James Kuzmich

Real estate lawyer

Ellis McGehee Carter headshot
Ellis Carter

Tax lawyer

DeShon Pullen headshot
DeShon Pullen

Litigation lawyer

Experience

Rating:  10.0 (Superb)

Honors

2014

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2014

Super Lawyer, Super Lawyers

2014

Top Lawyers, AZ Business Magazine

2013

Listed, Best Lawyers in America

2013

Super Lawyer, Super Lawyers

2013

Top Lawyers, AZ Business Magazine

2012

Listed, Best Lawyers in America

2012

Super Lawyer, Super Lawyers

2011

Super Lawyer, Super Lawyers

2010

Super Lawyer, Super Lawyers

N/A

State Bar of Arizona, Certified Specialist in Estate & Trust Law

N/A

Staff Writer and Published Author, University of Memphis Law Review

Work Experience

1997 - 2005

Attorney, Snell & Wilmer, LLP

Associations

Valley Estate Planners

Member

Arizona State Bar Probate & Trust Law Section

Member

Arizona Women Lawyer's Association

Member

Arizona Society of CPAs

Member

State Bar of Arizona

Past President, Young Lawyers Division

Education

1997

University of Memphis - Cecil C. Humphreys School of Law

JD - Juris Doctor with Phi Kappa Phi Honors

1990

Arizona State University

Bachelor of Science, magna cum laude

Speaking Engagements

2009

National Business Institute

Top 7 Estate Planning Techniques

2008

McQuillan Education

Probate Practice: the Essential Basics

2001

Phoenix Tax Workshop

Summary of Economic Growth and Tax Relief Reconciliation Act of 2001

Publications

2007

State Bar of Arizona Ethical Considerations of Arizona Attorneys Handling Estate Planning Matters or Probate/Trust Administration Matters

1997

University of Memphis Law Review Spoliation in the Product Liability Context

1990

Arizona State University Women and Public Education

Languages

English

Activity

Avvo Rating

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