Nancy C. Pohl Associate

Nancy C. Pohl
P: 602.262.5927
F: 602.495.2635
L: Phoenix

Bar Admission

  • Arizona
  • New York, 2002
  • Texas, 2003, Inactive

Court Admission

  • U.S. Tax Court, 2003

Nancy Pohl is an Associate 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 litigation.

Ms. Pohl's transactional tax planning practice includes structuring partnerships and limited liability companies, mergers and acquisitions, reorganizations, spin-offs and 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.

Ms. Pohl also 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.

Education

  • L.L.M., New York University School of Law, 2002
  • J.D., Tulane University Law School, 2001
    Tulane Journal of Technology and Intellectual Property
  • B.A., University of Virginia, History, 1998

Representative Engagements

  • Handled various tax and ERISA aspects of securitization of mortgage loans and real estate assets owned by various entities controlled by our client. ERISA issues were related to potential prohibited transactions that could occur because the qualified plans controlled by related parties had loaned funds to the entities selling their assets

Professional Affiliations

  • American Bar Association
    Member
  • Arizona State Bar Association
    Member
  • Central Arizona Estate Planning Council
    Member

Publications