Carli Simkin

Associate

Phoenix, Arizona

Phone: 480.624.2721

Fax:

CSimkin@shermanhoward.com

Areas Of Emphasis

Education

  • Juris Doctor, Loyola Law School, 2015
  • Bachelor of Business Administration, Goizueta Business School, Emory University, 2012

Carli advises clients on all aspects of estate planning, trust and estate administration, and trust litigation.

Carli is an associate in the firm’s Tax and Probate Practice Group. Carli works closely with individuals and families to structure estate plans that are customized to each client’s individual needs. She also represents trustees and personal representatives in all stages of trust and estate administration.

Carli’s practice includes representation of businesses, fiduciaries, and individuals in civil and trust litigation matters. Carli has experience litigating complex issues and negotiating and drafting settlement agreements. This background informs all aspects of her practice, including her emphasis on mitigating and eliminating conflict.

Carli focuses on collaborating with clients and their advisors to identify potential issues and resolve them with creative and pragmatic solutions.

Carli is proficient in Spanish and has experience providing legal translation services.

Experience

  • Develops creative tax and estate planning strategies.
  • Advises trustees on administration matters, including valuation, estate tax, and avoidance and mitigation of potential liability.
  • Advises on all stages of commercial real estate transactions.
  • Assists clients through all stages of litigation, including trial and mediation.

Professional Activities

CIVIC ACTIVITIES

  • Volunteer, Assistant Coach, BridgeWhiz – ACBL Educational Foundation