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Michelle Margolies Tran

Member
fax +1 480.684.1169

Michelle Margolies Tran assists individuals, families, and businesses with their planning to help her clients achieve their business succession, estate tax reduction, and asset preservation goals.

Michelle serves as a trusted advisor using trusts and other entities to help her clients plan their personal and business legacies. With more than 20 years of experience in the field, she also assists with complex trust and estate administration issues, including probate. She strives to ensure that her clients understand the planning process and the implementation of their plans.

Understanding that no two situations are alike, Michelle customizes her approach to each client’s needs. Depending on the plan, Michelle regularly assists with the creation of revocable living trusts, life insurance trusts, charitable planning, and other entities to support her clients’ goals. Once an estate plan is in place, Michelle works to make sure that those plans are properly maintained and that they continue to carry out objectives over the long term. When appropriate, Michelle also works to establish limited liability companies and other entities to help protect business and investment assets. To ensure a holistic and coordinated approach to their planning, she regularly partners with her clients’ planning team including accountants and financial advisors.

For her entrepreneurial clients, Michelle often serves as the point person to coordinate the many moving parts of their planning efforts.

Education

J.D., Sandra Day O'Connor College of Law, Arizona State University, Tempe, Arizona, 1994
LL.M., University of Florida Levin College of Law, Gainesville, Florida, 1995
B.S., University of California-San Diego, La Jolla, California

Memberships

State Bar of Arizona’s Probate & Trust Law Section

State Bar of Arizona’s Elder Law Mental Health, and Special Needs Planning Section

Scottsdale Bar Association

Central Arizona Estate Planning Council

JCF Professional Advisory Committee

ACF/JCF Tax & Legal Seminar Committee

Valley Estate Planners

Ballet Arizona Planned Giving Committee

State Bar Licenses

Arizona

Court Admissions

Supreme Court of Arizona
U.S. Tax Court
U.S. Supreme Court
U.S. District Ct., District of Arizona