Direct Phone: | (520) 202-2184 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration · Guardianships/Conservatorships |
Education: | University of Nebraska, J.D., with distinction, 2001; member of the law review; University of Nebraska, B.S., Business Administration, 1993 |
Admitted: | 2001, Arizona |
Biography: | President of the Green Valley Rotary Club, 2016-2017 |
Direct Phone: | (520) 202-2187 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration |
Education: | University of Nebraska at Lincoln, J.D., with distinction, 1990; University of Nebraska at Lincoln (B.S., 1987; M.P.A., 1990) |
Admitted: | 1990, Arizona |
Direct Phone: | (520) 202-2185 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Probate and Trust Administration · Gift, Estate, Generation-Skipping and Income Taxation |
Martindale-Hubbell® Peer Review Rating™: | AV Preeminent® |
Education: | New York University, LL.M., in Taxation, 1970; University of San Francisco, J.D., 1969; University of Arizona, B.S., 1957 |
Admitted: | 1970, California and U.S. Tax Court; 1971, Arizona |
Biography: | Certified Public Accountant, Arizona and California. AZ Bar Certified Specialist: Estates and Trusts Law and Tax Law. |
Direct Phone: | (520) 202-1211 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Probate and Trust Administration |
Education: | Capital University Law School, J.D., 1982; Wittenberg University, B.A., 1979 |
Admitted: | 1982, Ohio (inactive); 1983, Arizona (inactive until 2009) |
Biography: | Lynne Davies retired in early 2022, with the firm's gratitude for her years of service. Our firm's other attorneys are available to assist Lynne's returning clients. |
Practice Areas: | Estate Planning (Wills & Trusts) · Probate and Trust Administration · Real Estate Transactions |
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Martindale-Hubbell® Peer Review Rating™: | AV Preeminent® |
Education: | Yale University, LL.B., 1957; Order of the Coif Williams College, B.A., 1952 |
Admitted: | 1957, Arizona |
Biography: | Retired June 2016, Deceased October 2022. Duffield Adamson & Helenbolt, P.C. is grateful to have had Richard Duffield as a founding member. His collegiality and his dedication to service, both to his clients and to his community, will always be remembered by those who knew him professionally. |
Direct Phone: | (520) 202-2182 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Elder Law - Including VA Benefit Planning · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration · Guardianships/Conservatorships · Gift, Estate, Generation-Skipping and Income Taxation |
Education: | University of Pacific McGeorge School of Law, J.D., 1998; University of Arizona, B.A., Accounting, 1993 |
Admitted: | 1999, Arizona |
Direct Phone: | (520) 202-7416 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Probate and Trust Administration · Guardianships/Conservatorships |
Education: | Juris Doctor, Magna Cum Laude, Tulane University Law School, New Orleans, Louisiana, May 2013; Bachelor of Arts, Cum Laude, Environmental Studies,Spanish, Tulane University, 2008 |
Admitted: | State Bar of Arizona, Admitted 2017; State Bar of Louisiana, Admitted 2013 (inactive) |
Biography: | Joined the firm in August of 2016 |
Direct Phone: | (520) 202-7411 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration · Guardianships/Conservatorships · Gift, Estate, Generation-Skipping and Income Taxation |
Biography: | Traci M. Smith joined the firm in October of 2021. |
Direct Phone: | (520) 202-2186 |
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Email: | info@duffieldlaw.com |
Practice Areas: | Estate Planning (Wills & Trusts) · Elder Law - Including VA Benefit Planning · Guardianships/Conservatorships |
Education: | University of Arizona, J.D., 1995; St. Lawrence University, B.A., 1972 |
Admitted: | 1995, Arizona |
Practice Areas: | Estate Planning (Wills & Trusts) · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration · Gift, Estate, Generation-Skipping and Income Taxation |
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Martindale-Hubbell® Peer Review Rating™: | AV Preeminent® |
Education: | University of Arizona, J.D., 1970; University of Wisconsin, B.B.A., 1959 |
Admitted: | 1970, Arizona |
Memberships: | American College of Trust and Estate Counsel |
Biography: | RETIRED - Certified Public Accountant, Arizona, 1964. Certified Specialist, Tax Law and Estate and Trust Law, Arizona Board of Legal Specialization. |
Email: | info@duffieldlaw.com |
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Practice Areas: | Estate Planning (Wills & Trusts) · Business Formation/Operations (LLC & Corporate) · Probate and Trust Administration · Gift, Estate, Generation-Skipping and Income Taxation |
Education: | University of Arizona, J.D., 1972; Order of the Coif Washington State University, B.A.B.A., 1966 |
Biography: | Certified Public Accountant, Arizona, 1977. Certified Specialist, Tax Law, Arizona Board of Legal Specialization. |
Biography: | For more information, visit: http://www.goodlaw.net/ |
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Email: | ahobson@duffieldlaw.com |
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Practice Areas: | Estate Planning (Wills & Trusts) · Elder Law - Including VA Benefit Planning · Probate and Trust Administration |
Martindale-Hubbell® Peer Review Rating™: | AV Preeminent® |
Education: | University of Wisconsin-Madison, J.D., 1982; The Fletcher School of Law and Diplomacy, M.A., M.A.L.D., 1978; University of Nebraska at Lincoln, B.A., 1974 |
Admitted: | 1982, Wisconsin; 1983, Arizona |
Memberships: | American College of Trust and Estate Counsel |
Biography: | Retired January 2017 |
Biography: | For more information please visit http://www.olcottlaw.net/ Our Green Valley office is now at 516 E. Whitehouse Canyon Drive, Suite 140 - located inside the law offices of Timothy A. Olcott, P.C. |
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Biography: | Joined the law firm in 2012, has worked with attorney Elizabeth Smith as a probate paralegal since 2001. Specializing in probate administration. |
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Email: | info@duffieldlaw.com |
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Biography: | Lindsay joined the firm in June of 2017 as a paralegal |
Biography: | A member of this law firm since 1983, specializing in probate administration and trust administration, including preparation of fiduciary accountings and estate tax returns. |
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Direct Phone: | (520) 202-1211 |
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Biography: | Zulema joined the firm in March of 2022. |
Direct Phone: | (520) 202-7417 |
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Email: | info@duffieldlaw.com |
Biography: | Leslie joined the firm in 2021 as a self-employed contractor; she assists the firm as a consultant and accountant. |
Biography: | Jeannie joined the firm in October of 2008 and is Legal Assistant to attorney Andrew Heideman. She also assists with the client matters of now-retired attorney Lynne Davies. |
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Biography: | Katarina joined the firm in 2020 and is the Legal Assistant to attorneys Traci M. Smith and Shannon M. Derksen. |
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Biography: | Kathy joined the firm in 2015 and specializes in foundation administration. She currently assists Larry R. Adamson with the operations of the Connie Hillman Family Foundation and Johnny N. Helenbolt with the Ruth McCormick Tankersley Charitable Foundation. |
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Biography: | Kristin started as a receptionist at the Tucson firm office and currently is the Legal Assistant to attorney Johnny Helenbolt. |
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Biography: | Mackenzie joined the firm in 2019 and is the firm's bookkeeper. |
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Biography: | Patty is the Tucson office Receptionist. She joined the firm in 2022. |
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Biography: | Tony started at the firm in October of 2022 and is the legal assistant to attorneys Andrew Heideman and Beth Smith. |
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