Pennington Law, PLLC assists clients in seeking ways to preserve and grow their assets. Our signature 453 deferred sales trust allows individuals to defer capital gains taxes on highly appreciated assets like real estate, businesses, securities, and cryptocurrencies. Unlike the traditional 1031 exchange, the tool provides flexibility that enables people to reinvest in any asset type. It is also a valuable strategy to incorporate into a comprehensive estate plan for tax-efficient wealth transfers and growth.

The Best of Best chooses winners after a rigorous vetting process that includes a thorough review of their history, accomplishments, and track record of success. The selection committee consists of a panel of industry-leading professionals who review case studies and testimonials before making its final decision.

If you have questions about how a deferred sales trust could improve your estate plan, an experienced wealth attorney from Pennington Law, PLLC can answer your questions in a free consultation. Contact us today.

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In the report, Pennington detailed how the capital gains tax can drastically reduce profits when selling a highly appreciated property and how sellers can use a deferred sales trust (DST) to spread out their capital gains tax liability. 

He also discussed the strategy of using the proceeds from a deferred sales trust to fund a life insurance policy. An irrevocable life insurance trust (ILIT) can hold a life insurance policy with premiums paid from the DST payments. This technique allows for a tax-free death benefit paid out to heirs and eliminates the capital gains tax burden, allowing beneficiaries to receive the full value of the estate without tax consequences.  

Pennington also emphasized the importance of working with an experienced wealth attorney and financial professionals to ensure compliance with IRS regulations. Errors in setting up the trust, poor management, or bad investment decisions could have costly and damaging consequences.  

To learn more about combining deferred sales trusts and life insurance into an effective wealth management and estate planning strategy, schedule a free consultation with Pennington Law, PLLC today. 

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The Inc. 5000 list, published annually by Inc. magazine, showcases companies that have demonstrated significant growth and resilience in an increasingly competitive market. Pennington Law, PLLC’s inclusion on the 2024 list underscores the firm’s commitment to excellence in estate planning, probate administration, and asset protection for clients across Arizona.

“This recognition is a testament to the hard work and dedication of our entire team,” said Andre Pennington, Founding Attorney at Pennington Law, PLLC. “Our growth reflects our unwavering commitment to providing personalized, high-quality legal services that protect our clients’ legacies and ensure their peace of mind.”

Pennington Law, PLLC, based in Surprise, Arizona, has built a reputation for its client-centric approach, offering tailored estate planning solutions that meet the unique needs of military members, small business owners, retirees, and executives. The firm’s growth is driven by a deep understanding of its clients’ needs and a steadfast commitment to delivering results that exceed expectations.

As a member of the 2024 Inc. 5000, Pennington Law, PLLC joins an elite group of companies that have become leaders in their industries through innovation, leadership, and a relentless pursuit of excellence.

For more information about Pennington Law, PLLC and its services, please visit www.penningtonestateplanning.com.

Media Contact:

Pennington Law, PLLC
Phone: 623-229-0463
Email: andre@pennlawaz.com

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August 1, 2024  — Andre L. Pennington, Esq., of Pennington Law, Estate Attorney & Registered Financial Planner, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms.

Andre was selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors.

As a member of the Council, Andre has access to a variety of exclusive opportunities designed to help him reach peak professional influence. He will connect and collaborate with other respected leaders in a private forum. Andre will also have the opportunity to share his expert insights in original articles and contribute to published Expert Panels alongside other experts on Forbes.com.

Finally, Andre will benefit from exclusive access to membership-branded marketing collateral, high-touch support from the Forbes Councils member concierge team, and complimentary membership in EXEC—the luxury hotel, travel, lifestyle, and business benefits program.

“My mission is to bridge the gap between estate planning and financial planning to set a new standard in estate planning, and to blend the disciplines as one. My selection to the Forbes Finance Council, as an Inc. 5000 law firm owner, is a testament to the mission and brings me and the legal field one step close to elevating the practice of law for the betterment of our clients.”

ABOUT FORBES COUNCILS

Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

To learn more about Forbes Councils, visit https://councils.forbes.com

Pennington Law
15331 W. Bell Rd., Suite 318
Surprise, AZ 85374
(623) 229-0463, welcome@pennlawaz.com

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Company Mission

Advantage Estate Plans aims to empower Realtors by providing them with expert estate planning services that include the creation of wills, trusts, powers of attorney, and healthcare directives. The firm is committed to demystifying the estate planning process and making it accessible to everyone, regardless of the size of their estate.

Services Offered

• Estate Planning: Development of customized estate plans that reflect the client’s specific wishes and family dynamics. 
• Probate Avoidance: Techniques to help clients avoid the cost and time associated with the probate process. 
• Elder Law Solutions: Planning for the financial and healthcare needs of elderly clients.

Realtor Program

Advantage Estate Plans is a program for Realtors to help protect their clients’ homes and provide a lifetime gift. Realtors can sign up for the program and obtain cost-effective estate plans for their clients, spreading the word about estate planning through the local community. This initiative allows real estate professionals to educate their clients about estate planning and offer them valuable services, enhancing their client relationships and adding value to their real estate transactions.

From the Founder

“Advantage Estate Plans is not just another estate planning firm; we are a proactive solution for anyone looking to secure their legacy and provide for their loved ones,” according to Andre Pennington, founder of Advantage Estate Plans. “I specifically created a program for Realtors to use, to spread the word of estate planning through the local community. We understand that every individual and family has unique needs and we are here to provide customized, thoughtful strategies to meet those needs.”

Community and Client Focus

Advantage Estate Plans is deeply committed to the community of Surprise and the surrounding regions. The firm promises a client-focused approach, prioritizing clear communication, respect, and meticulous attention to detail.

Contact Information  

To learn more about Advantage Estate Plans and schedule a consultation:

• Website: www.advantageestateplans.com
• Email: welcome@advantageestateplans.com 
• Phone: (623) 250-6493
• Address: 15331 W. Bell Rd., Suite 314, Surprise, AZ 85374

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Andre Pennington has been honored as a leading figure in Arizona’s business community, a testament to his influential role as a top business leader and innovator. His work as the founder of Pennington Law, PLLC, has set a high bar in the realms of estate planning and financial services across Arizona.

Pennington Law, PLLC: A Legacy of Legal Expertise

With offices in key Arizona locations like Surprise, Sun City West, Buckeye, and Peoria, Pennington Law caters to a diverse clientele. Andre’s background as a U.S. Air Force military attorney enriches his practice, underscored by his track record of over 75 successful jury trials. This deep well of experience has earned him accolades in major publications and recognition as a Super Lawyer.

Community Commitment and Recognition

Andre’s commitment extends beyond the courtroom and into the heart of the community, where he has actively supported foster children through charitable organizations. This blend of professional success and community involvement has made him a standout figure in Arizona.

Comprehensive Estate and Financial Planning

At Pennington Law, PLLC, the focus is on delivering all-encompassing estate planning and financial services. Catering to a wide range of clients, the firm’s goal is to secure and facilitate the smooth transfer of wealth, tailored to each client’s unique circumstances and needs.

Professional Insights from Andre Pennington

Andre advises aspiring professionals in the field to embrace a diverse skill set. His philosophy of integrating various disciplines is a cornerstone of his success, enabling him to offer comprehensive and innovative solutions to his clients.

A Personal Touch: Beyond the Law Office

Andre’s involvement in Brazilian Jiu Jitsu as a brown belt and coach at De Boa Jiu Jitsu Academy in Surprise offers a glimpse into his dedication to discipline and personal growth, qualities that he brings to his professional life.

A Beacon of Professionalism and Dedication

Andre Pennington’s recognition in the business world is not just an accolade; it’s a reflection of his steadfast dedication to his profession, clients, and community. Pennington Law, PLLC embodies this ethos, standing as a premier choice for those seeking expert estate planning and wealth management services.

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The Pennington Law Difference

Founded by Andre Pennington, a Loyola Law School graduate and U.S. Air Force veteran, our firm brings a unique perspective to estate planning. Andre’s experience as a trial attorney, estate planner, and financial professional forms the backbone of our approach. We cater to a diverse clientele, managing everything from straightforward home transfers to the complex needs of high-net-worth individuals.

Client-Centric Approach

At Pennington Law, PLLC, we believe there’s a place for everyone. Whether you’re looking to safeguard your family home or protect extensive assets, we tailor our services to meet your specific needs. Our goal is to provide peace of mind and security for every client we serve in the state of Arizona.

Expert Team and Comprehensive Services

Our team comprises highly skilled estate planning attorneys and financial professionals, ensuring we offer a broad spectrum of services. These include retirement tax planning, asset protection trusts, and estate administration. We particularly focus on supporting vulnerable clients during challenging times, helping them manage and protect their finances.

Personal Motivation and Dedication

Andre Pennington’s commitment to estate planning is deeply personal. His early life experiences, including the impact of his grandmother’s struggle with Alzheimer’s disease and the absence of proper estate planning, have profoundly influenced our firm’s ethos. We strive to ensure that every individual receives the dignity and quality of life they deserve through thoughtful estate planning.

Expansion and National Influence

Our firm’s growth includes the inception of Universal Wealth, LLC, a visionary project aimed at elevating estate planning standards nationwide. Through this initiative, we provide other firms with innovative tools and training, fostering a holistic approach to client service.

Pennington Law, PLLC, is more than just a law firm. We are a team dedicated to integrity, service, and excellence. Our mission is to provide comprehensive, personalized estate planning services that protect and honor the legacies of our clients. If you’re seeking expert guidance in estate planning, we invite you to reach out to us and experience the Pennington Law difference.

Do you need an estate planning attorney in Arizona? Visit one of our nearest offices and schedule a free consultation today!

• Surprise, AZ
• Sun City, AZ
• Buckeye, AZ
• Peoria, AZ

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The firm’s strength lies in the combined century of experience from its leading attorney: Andre L. Pennington. Each brings a unique mix of legal expertise and community involvement, setting Pennington Law apart in the realm of legal services.

Key Highlights:

• Andre L. Pennington: Known for his personal touch in estate planning, Andre’s background as a U.S. Air Force officer and attorney enriches his approach. His community roles, including a part-time Judgeship in the Superior Court of Arizona and co-founding the Arizona’s Children Coalition, reflect his commitment to societal betterment.

Why Choose Pennington Law?

Pennington Law’s blend of legal prowess, financial knowledge, and community dedication makes it the go-to firm for Arizonians seeking comprehensive estate planning services. Whether it’s retirement protection, wills, or trusts, the firm’s commitment to excellence ensures clients receive the best possible guidance and solutions.

In Arizona’s estate planning landscape, Pennington Law emerges as the beacon of knowledge, compassion, and unparalleled service.

Do you need an estate planning attorney in Arizona? Visit one of our nearest offices and schedule a free consultation today!

• Surprise, AZ
• Sun City, AZ
• Buckeye, AZ
• Peoria, AZ

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Great News from Pennington Law, PLLC!

We are thrilled to announce that our very own attorneys have been recognized by Super Lawyers, an esteemed platform that selects the top legal talent across the United States.

Andre L. Pennington newly selected as a Super Lawyer for 2024

• Specializes in estate planning and financial services
• Over 75 jury trials at the state, military and federal levels
• Numerous honors including Top Rated Lawyer in Arizona and Litigator of the Year 2021
• Rising Stars in 2023 and Super Lawyers for 2024

Firm Achievement: Our attorneys are now part of this exclusive club!

What This Means:

• Super Lawyers recognizes only the top 5% of attorneys in each state.
• Rising Stars honors no more than 2.5% of younger attorneys in each state.

Being part of these lists reflects the expertise, dedication, and excellent client service provided by Pennington Law, PLLC.

About the Honorees:

Andre L. Pennington

• Arizona-based, focusing on estate planning and financial services
• Holds specialized estate planning training and experience as an attorney for the U.S. Air Force
• A resident of Surprise, Arizona since 2011
• Operates Pennington Wealth, PLLC as a financial professional

We couldn’t be prouder of their accomplishments! For top-notch legal services, don’t hesitate to reach out to Pennington Law, PLLC. Call or contact us for a free initial consultation.

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