Nancy Pohl is an attorney practicing in the Estate Planning and Probate, Tax, and Corporate Securities and Finance Departments. Her practice is focused on corporate and partnership tax planning, estate planning, tax-exempt organizations, general business planning and federal and state tax controversy.
Ms. Pohl advises clients on estate planning and probate matters. She assists clients in wealth transfer planning, including the implementation of revocable trusts, irrevocable life insurance trusts, family partnerships and grantor retained annuity trusts. Ms. Pohl advises clients on charitable planning, including the creation of private foundations and charitable remainder trusts. She also assists clients with asset protection planning.
Ms. Pohl's transactional tax planning practice includes advising closely held businesses forming business entities, structuring partnerships and limited liability companies, mergers and acquisitions, reorganizations, spin-offs and other restructuring transactions. In connection with her tax controversy practice, Ms. Pohl has represented taxpayers before the Internal Revenue Service and the Arizona Department of Revenue. She has litigated in Tax Court and also has obtained private letter rulings from the IRS.
Community Activities
Board of Directors, Friendly House (2011-present)
Board of Directors, JS Foundation (2011-present)
Professional Affiliations
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American Bar Association
Taxation Section
, Member
Real Property, Trust and Estate Law Section
, Member
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Arizona State Bar Association
Member
Probate and Trust Section
, Member
Taxation Section
, Member
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Central Arizona Estate Planning Council
Member
-
Maricopa County Bar Association
Estate Planning, Probate and Trust Section
, Member
Admitted to Practice
- Arizona
- New York, 2002
- Texas, 2003, Inactive
Court Admission
Education
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LL.M.
, New York University School of Law
, Taxation, 2002
-
J.D.
, Tulane University Law School
, 2001
Tulane Journal of Technology and Intellectual Property
-
B.A.
, University of Virginia
, History, 1998
