Free Consultation

Free consultation - schedule it today

        Why have a free consultation with our attorneys:

We offer Free Consultations for Estate Planning and Probate.

Call us at (480) 565-8020

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    Citadel Law Firm - 5 star Google reviews

    David Gerszewski - Wealth Counsel member

    Best Estate Planning and Probate Attorney in Chandler | David Gerszewski

    Book a Free Consultation with David

    Welcome to our website. I was born and raised in North Dakota.  During my first career, I worked for Wall Street investment banks and hedge funds in New York and London for almost 20 years.

    I made Arizona my home in 2013 and now operate the Citadel Law Firm in Chandler serving East Valley clients in Estate Planning, Wills and Trusts, and Tax Law.  Our practice designs personalized estate, business, and tax planning strategies for families, business owners, and professionals.

    I genuinely care about my clients; they are family and get treated as such. My finance background allows me to provide comprehensive, coordinated, and optimized solutions tailored to clients, their families, and their businesses.

    This integrated approach for most clients results in financial security, peace of mind for loved ones, and a clear understanding of the resources that will be available when difficult times arise.

    Welcome. By way of introduction, I am Lucas P. Frei and I am an attorney at the Citadel Law Firm. A native of Gilbert Arizona, I attended Northern Arizona University for undergrad and Arizona State University for Law School. I received the opportunity after law school to attend The University of Denver to receive a Master's of Law Degree (LL.M.) in Taxation. This is one degree beyond a Juris Doctor Degree, and I have utilized this specialized tax knowledge everyday since to assist hundreds of clients with their Tax Planning, Estate Planning, Probate, and Tax Resolution matters.

    I pride myself on open and honest communication with my clients and enjoy being of assistance in any way I can. My approach is simple; I listen to my clients and provide individualized solutions specifically tailored to my client's legal needs. I don't recommend products, services, or courses of action that will not benefit my clients. I take the time to explain everything to my clients without the legalese. There is no one size fits all option under the law, and my goal is to educate my clients on the options that are available and that suit their needs. I welcome you to schedule a no-cost consultation with me so that we can discover how best I can be of service to you.

    Book a Free Consultation with Lucas

    Free Consultation

    Call (480) 565-8020 or schedule it here

    We will agree a time that suits you.  We are located in Chandler, very close to Gilbert and the 202.

    We also offer appointments on Saturdays for your convenience.

    First Appointment

    At your first appointment, we will ask and Answer Questions to determine the tailor-made estate planning strategy appropriate for you and your family.  We will agree on goals and pricing for the legal engagement.

    Planning Process

    We schedule Planning Meetings (typically at least two) with you to review and tailor the draft estate plan.  When you are confident the draft estate plan addresses all your goals and concerns, we execute the documents and schedule your Asset Coordination Meeting.

    Funding

    At your Asset Coordination Meeting, we work to ensure that your property, investments, and life insurance are properly titled and beneficiaries elected.  This is essential for the estate plan to smoothly affect your wishes.

    Call us today to schedule a free in person consultation or schedule below.

    CALL US NOW AT
    (480) 565-8020

    Use the menu on the left to select your option and schedule using the calendar on the right.

     

     

     

     

     

     

     

     

     

     

    Free Consultation means Free Mug! With Chocolate!

    Schedule your free estate planning consultation today! Our Trusts and Wills attorneys will be pleased to help. We will give you a mug as a thank you for taking the time to see us. We may or may not be the right attorney for you but we want to make sure you know that before you pay us anything.

    Free Consultation and Free Mugs | Citadel Law Firm | Estate Planning Attorney Chandler, AZ