Mark L. Fishbein, Tucson Estate Planner
Mark is a Senior Business & Estate Planning Administrator. Working to ensure your legacy.
ALTA Estate Services, LLC is a certified Tucson Estate Planning, Family Trust, Wills, Business Consultant, and tax document preparer firm licensed in the state of Arizona. We have over 40 years of experience. We believe our job is to create complete and proper estate and business planning documents to achieve the best results for our clients and their family members.
While attending law school at Syracuse University School of Law, NY, Mark gained the skill and understanding of the importance of detail and thoroughness in all legal-related work. These skills have carried over to Mark’s ability today when meeting with clients to create a comprehensive game plan to accomplish a client’s goals. Mr. Fishbein has the unique skills of being able to listen to clients combined with the knowledge and experience to come up with a plan of attack that works for the client’s satisfaction. Clients have continuously responded positively to their interactions with Mark in the free initial consultations and strategy meetings they have attended.
Mark was born in a working-class community in Teaneck, NJ during a time when working hard for a living to provide for a family’s well-being was paramount. During Mark’s early days of high school and college, Mark was involved in scholastic sports such as football, basketball, and baseball. Mark went on to play collegiate baseball at Washington University in St. Louis, MO. During these years of involvement in sports, he learned to appreciate the value of working hard to accomplish his goals and the value of teamwork. These characteristics have carried over into Mark’s involvement in law with the team at ALTA Estate Services, LLC.
Mr. Fishbein’s father was deeply involved in corporate and transactional business while Mark was growing up which gave Mark the basis of understanding knowledge and experience of working through sophisticated transactional matters and drafting in very straightforward and simple language. This skill has proven extremely valuable to the clients working with ALTA Estate Services, LLC.
However, his real strength and desires lie in the experiences surrounding the death of his father following his graduation from law school. Mark was left with an extremely complicated and confusing situation of handling his father’s estate administration. Through these experiences learned the value and importance of proper and complete estate planning for the benefit of the client and family members.
Mr. Fishbein has gained unique views and value to the benefit of clients. Mark has been recognized over the years by many various professional organizations for his knowledge, skill, and compassion towards clients and the handling of such sensitive legal matters. These organizations include Better Business Bureau of Southern Arizona, Guardianships of Southern Arizona, Special Olympics Organization, and other related professional associations.
ESTATE PLANNING BLOGS
A special needs trust (SNT) helps people with physical or mental disabilities maintain their eligibility for government benefits like Medicaid and Supplemental Security Income (SSI). The beneficiary of an SNT does not own the trust assets, so they are not counted as income or assets to determine Medicaid or SSI eligibility. Instead, the trustee of the SNT can use the trust assets to pay for things that supplement the beneficiary's government...
Description: Ancillary probate is when you have two probate proceedings open simultaneously in two or more different states What is Probate? Probate is the legal process of transferring a person's assets after death. This process includes distributing their property, paying debts and taxes, and resolving legal issues. The probate process can be complicated and time-consuming, so it's essential to understand what it is and how it works before...