Jeffrey M. Manley
Shareholder
Jeffrey Manley practices in the areas of estate planning, estate and trust administration and litigation, and corporate law focusing on counseling high income and high net worth individuals, families and closely held business organizations on tax, succession and asset protection utilizing a multidisciplinary integrated approach. Mr. Manley has over 40 years of experience serving as general counsel for multi-generational families, closely held businesses and professional corporations, preparing succession plans, minimizing taxes and avoiding litigation.
Areas of Concentration
- Sophisticated estate planning and tax avoidance
- Business succession planning
- Estate and trust administration and litigation
- Closely held companies and family business law, including formation, maintenance, and disposition of corporations, partnerships and LLCs
- Tax planning and controversies
- Asset protection planning
- Pre and post marriage agreements
- Charitable planning
- Planning with retirement assets, life insurance and digital assets
Significant Representations
- High income and high net worth individuals and families
- Business owners, professionals, ranchers and farmers
- Corporate and individual fiduciaries
Professional & Community Involvement
National Board of Visitors, The University of Arizona College of Law
State Bar of Arizona
- Member, Probate & Trust Section Executive Council, 2005-2008
- Member, Business Law, Probate & Trust Law and Tax Law Sections
American Bar Association
- Member, Real Property, Probate & Trust Law Sections
Maricopa County Bar Association
- Member
Valley Estate Planners
- President, 2008-2009
- Board of Directors, 2007-2010
Central Arizona Estate Planning Council
- Board of Directors, 2007-2010
RIM TRAIL DOMESTIC WATER IMPROVEMENT DISTRICT
- Board of Directors
Arizona Community Foundation
- Member, Professional Advisory Board
- Mentor, Arizona Endowment Building Institute
St. Theresa Perpetual Fund
- Chair
- Board of Directors
University of Arizona Foundation
- Member, President’s Club
AMERICAN BAR FOUNDATION
- Fellow
Awards & Recognition
- AV Preeminent ® Rating, Martindale-Hubbell
- Lifetime Achievement selection to America’s Top 100 Attorneys in Arizona
- Sustaining Member, Arizona’s Finest Lawyers
- Listed, “Arizona’s Top Rated Lawyers” The Arizona Republic
- Listed, “Top Lawyers for Trusts and Estates Law,” Arizona Business Magazine
- Listed, Who’s Who Legal: Private Clients
- National Association of Distinguished Counsel
Member
AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell® certification procedures, standards and policies.
Speeches
- “Wills and Trusts 101,” NBI, 2019
- “Special Needs Trusts,” NBI, 2016
- “Horror Stories From the Trenches of Valley Estate Planners,” Valley Estate Planners, 2015
- “Planning for the Transition of Your Business,” IMA Valley of the Sun, 2015
- “What Every Family Needs to Know About Estate Planning,” Phoenix Children’s Hospital, 2015
- “Trusts as Loan Parties,” JPMorgan Chase, 2014
- “Estate Planning for the Family – Ready or Not,” Catholic Community Foundation, 2012
- “Charitable Remainder Trusts,” Planned Giving Roundtable of Arizona, 2011
- “Advanced Estate Planning and Tax,” Arizona State University Foundation, 2009
- “Tax and Legislative Update,” Merrill Lynch, 2009
- “Primer on Probate,” State Bar of Arizona, 2008
- “Tax Act of 2006 – Impact on Charitable Giving,” Phoenix Art Museum, 2007
- “Family-Owned Businesses: To the Next Generation and Beyond,” UBS, 2006
- “Advanced Estate Planning,” State Bar of Arizona, 2006
Education
- J.D., University of Arizona James E. Rogers College of Law, 1984
- B.A., Arizona State University, 1981
Experience
- Shareholder, Greenberg Traurig, LLP
- Partner, Quarles & Brady LLP
Articles
- Prop 208
- SECURE Act and Your Estate Planning
- Trustee Notice to Creditors Protects Beneficiaries
- Keeping Your Vacation House in the Family
- Special Needs Trust
- Can Irrevocable Trusts Be Broken?
- Breaking a Trust | Are There Options?
- Your Digital Afterlife
- Family Business Succession Planning
- Options Available When Gifting to Minors
- Estate and Gift Tax Planning Discussion Points For 2024
Practice Areas
When you enlist the services of May Potenza Baran & Gillespie, you get an experienced, diverse team of advocates in your corner who work collaboratively, move quickly, and think differently.