Welcome to Durfee Law Group

Durfee Law Group provides a full range of Asset Protection, Dynasty Estate Planning, Charitable Planning, Business Formation and Succession Planning services. We focus on helping families turn the gift of wealth into a blessing rather than a curse. We use "integrated planning" where all the pieces work together, all the advisers work together as a team in order to create the most benefit for you. We prepare customized legal architectural diagrams for our clients that give them a complete view of all their planning in a single picture.

Focus. Our focus is to provide our clients with the tools, structures, strategies, and procedures necessary to sustain both immediate and long term success. We achieve this aim by combining time-tested experience with creative innovation.

Experience. With significant experience, we publish, speak, and conduct seminars for both clients and other professionals throughout the nation. Our clients tend to be highly successful, positive, intelligent, and their needs range from simple to extremely complex.

Innovation. Some of our innovations include the Preventive Law strategy of minimizing risk before problems occur, the Legal Architecture method of diagraming complex client structures, the Integrity Agreement approach to creating harmony in families and businesses, and holistic planning to integrate business and estate planning and to address multi-generation issues.

  

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Legacy Global Foundation

Established in 2001, Legacy Global Foundation is a 501(c) 3 public, nonprofit organization that’s mission is to inspire charitable giving. Legacy Global Foundation supports charities by helping donors integrate charitable giving strategies to protect donors’ assets, increase available income and reduce taxes, while financially contributing to charitable organizations. Based in Phoenix, Arizona, Legacy Global provides mutually advantageous opportunities for both charities and donors. Who We Serve: Legacy Global serves four groups: donors, advisors, charities and businesses.  

 

Legacy Global Foundation

       

 

 

22
May

Taxpayer "Relief" and Other Fables

The Meaning of "Relief" Politicians have mastered the craft of saying one thing while meaning another. The "American Taxpayer Relief Act" raised taxes on virtually everyone. It is the epitome of Orwellian "doublespeak." So raising taxes is "taxpayer relief"?

3
May

Why All Trusts Are Not Created Equal

In today’s day and age, when all legal documents are prepared on a computer, it seems reasonable to assume that all trusts will be more or less the same. After all, attorneys are notorious plagiarists and routinely copy documents from one another. Isn’t one living trust, for example, pretty much the same as another? Absolutely not! In fact, there are major differences

19
Apr

Surviving The IRA Tax Ambush "Maximizing the Net to You and Your Family"

The Ambush. If you own a large IRA or certain other tax deferred structures, you may be in for a nasty surprise. Absent a “tax ambush” escape plan, at your death, depending on the size of your estate, your entire tax deferred amount is subject to federal (and often state) income tax, as well as federal (and state) estate taxes. (From time to time Congress suspends certain excise taxes in order to raise tax revenue by encouraging you to withdraw from your IRA.)

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