Dana Whiting Law

Dana Whiting Law Dana Whiting Law is an estate planning and probate law firm serving families and high-net-worth clients for over 40 years.

We provide wills, trusts, tax planning, and trust administration across Arizona, California, Utah, nationwide, and internationally. After over 33 years of Estate Planning experience, Matt was able to put together a team of Estate Planning professionals to make your experience at Dana Whiting Law truly unique and special. You will receive a high quality Estate Plan at affordable fees.

06/03/2026

Did you know Dana Whiting Law is licensed in multiple states?

Wherever life takes you, we’re here to help make estate planning feel seamless and personal. We also have trusted relationships with local counsel across the country, allowing us to better serve families and individuals nationwide.

If you live in another state and would like to connect or be a resource, we’d love to hear from you. Send us a DM or give us a call — we look forward to building meaningful connections across the country. 🤝

05/20/2026

Earlier this month, we hosted our annual Dana Whiting Law Spring Ice Cream Social 🍦🎶 — and this year was extra special as we celebrated 40 years of practice.

From reconnecting with great friends and clients to enjoying our famous pies and live music from a Chicago band, it was a night we won’t forget.

We are incredibly grateful for our team, our clients, and the relationships that have made the last 40 years so meaningful. Thank you for being part of the Dana Whiting Law family!

05/06/2026

Private foundations are generally required to distribute around 5% each year to qualified charities—and it must be properly reported to the IRS.

Missing this requirement can lead to penalties and added compliance issues.

Even with tax-exempt status, strict rules apply, making accurate planning essential.

Have questions about private foundation requirements? Contact Dana Whiting Law to ensure your foundation stays compliant and protected year after year.

04/22/2026

A trustee is often required to make outright distributions at specific ages, unless the assets are designed to remain in trust for the beneficiary’s lifetime.

In some cases, especially when a beneficiary’s inheritance exceeds $1 million, it may be appropriate to place those assets into a separate subtrust. This can help protect the inheritance from creditors, lawsuits, and other financial risks.

At Dana Whiting Law, we design trusts with flexibility in mind. That can mean more structure when beneficiaries are younger and gradually more freedom as they mature. Each trust is custom designed to fit your family’s goals and the unique needs of each beneficiary.

Call today to explore your options and create a plan that protects your legacy.

We are proud to sponsor the Hilton Family Holocaust Education Center’s upcoming charity event, featuring an exclusive up...
04/17/2026

We are proud to sponsor the Hilton Family Holocaust Education Center’s upcoming charity event, featuring an exclusive update on the “Building a Legacy of Hope” Campaign.

This inspiring initiative supports the future of Holocaust education in Arizona, ensuring history is preserved and taught through innovative programs and immersive technology. The event is ideal for community leaders, educators, and anyone committed to preserving history and standing against antisemitism.

Please RSVP to [email protected] by April 28.

We hope you can join us for this meaningful event. Donate at https://form-renderer-app.donorperfect.io/give/arizona-jewish-historical-society/hfhec-capital-campaign

03/13/2026

Selling stock or a business you’ve built? 💼

You’re exchanging it for cash—but how do you report the capital gain on that sale? And how do related vs. non-related parties factor in?

Experts Matt Dana and Trevor Whiting break it down. What topic should we cover next? Comment below!

03/06/2026

Private Foundation vs. Donor-Advised Fund—what’s the difference? 🤔

Tune in to learn which option gives you more control over how your charitable funds are invested.

For more expert guidance, follow and drop a comment with topics you’d like us to break down next.

Buying residential real estate in Arizona? 🏡Before you sign, there’s one decision that matters more than most people rea...
02/27/2026

Buying residential real estate in Arizona? 🏡
Before you sign, there’s one decision that matters more than most people realize: how you take title.

The way your property is owned can impact:�
✔️ Liability protection�
✔️ Tax efficiency�
✔️ Estate planning outcomes�
✔️ How easily your wealth transfers to the next generation

This post walks through 4 essential questions every real estate buyer should answer before closing, including ownership structure, marital status, and long-term planning.

👉 Save this post before your next real estate purchase.�
👉 Share it with a partner, investor, or family member thinking about buying property.

Call Dana Whiting Law to structure your real estate ownership correctly from the start.

02/20/2026

We like to think of a family foundation, or private foundation, as a charitable piggy bank. 🐷

It lets you set aside funds for charity without committing to just one organization right away. You get a significant tax deduction up front and the flexibility to support multiple causes over time.

For more expert estate planning and charitable giving strategies, follow and call us to learn how to make your giving smarter.

02/13/2026

Looking for a smarter way to defer capital gains on real estate? An installment note may be the answer.

Listen as estate planning and tax attorneys Trevor Whiting and Matt Dana explain how installment sales can help real estate owners reduce capital gains taxes and protect long-term assets.

For personalized estate planning and tax guidance, call Dana Whiting Law and move forward with confidence.

Address

8817 E. Bell Road Ste. 201
Scottsdale, AZ
85260

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+14805153716

Website

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