Bernie is a Partner in the firm’s Phoenix office and a member of the firm’s estate planning and corporate governance group focusing his practice in the area of wealth transfer and preservation, including general and sophisticated estate and tax planning, charitable estate planning, private foundations, family limited partnerships, asset preservation planning as well as business transition and continuation plans. In addition, Bernie advises charitable organizations and high net worth private donors regarding a variety of income, estate, retirement and gift tax issues. He regularly teaches courses on these topics to principals of charitable and nonprofit organizations, his colleagues in the legal and financial fields, and the general public.

Publications

  • Love, Money, Control: Reinventing Estate Planning, contributing author, Quantum Press, 2003.
  • Giving: Philanthropy for Everyone, contributing author, Quantum Press, 2002.
  • The Hamiltonian Paradigm and the International Securities Market: Reversing American Industry’s Relative Decline in the Twenty-First Century, author, 8 Dickinson Journal of International Law, 1989.

Honors and Awards

  • AV peer-rated attorney by Martindale Hubble
  • Top 100 Attorneys (2005) Worth Magazine

Education

  • Dickinson School of Law, Pennsylvania State University - Juris Doctor - 1988

    International Law Review: Editor-in-Chief

  • LeMoyne College - Bachelors of Arts - 1985

Professional & Bar Association Memberships

  • State Bar of Arizona
  • Maricopa County Bar Association
  • Connecticut State Bar
  • Pennsylvania State Bar
  • Wealthcounsel
  • The Advisors Forum
  • The Esperti Peterson Institute for Advance Studies for Estate and Wealth Planning
  • Arizona Trial Lawyers Association

Client Reviews

Working with this firm, and going through this unique planning process has been a very significant time in our lives, and one which we highly commended you for your efforts. Thanks for caring and spending the...

D. & J. B., Scottsdale, AZ

Until our family began working with your law firm, we had no idea that estate planning can be such an interesting and creative process in furthering the dreams we have for our family and community.

R. & D. M., Paradise Valley, AZ

Wow, what a different experience! So this is what estate planning is supposed to be like. We appreciate your time and making the complex understandable.

R. & C. D., Glendale, AZ

Our Location

Pfarr & Rethore is located on 40th Street just north of Camelback Road. Our building, 5070, is in the office park directly across from the Capri Apartments. Once you turn into the driveway, 5070 will be the third building on the left. It is a two-story light gray building with parking in front and behind the building. There are stairs or an elevator on the south side of the courtyard to get you to Suite 230 on the second floor.

Main Office
5070 N 40th St #230

Phoenix, AZ 85018

Phone: (602) 424-5547 Fax: (602) 424-4299

Get in Touch

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