team-member

Whitney Sorrell

N/A

Licensed for 23 years

Law Degree

Awards

Primary Practice Area

Business

Language

English

About

Whitney practices law in the areas of federal taxation, sophisticated estate planning, probate and trust administration, IRS tax disputes, business formations and transactions. Whitney received his bachelors degree in Bank Financial Management in 1987 from Arizona State University; his MBA (summa cum laude) in 1995 from the University of Phoenix; and graduated from the Arizona State University College of Law in 1998. He has been a certified public account (CPA) in Arizona since 1993. He is admitted to practice in all Arizona State Courts, the Federal District Court, District of Arizona, and the US Tax Court. During law school, Whitney served as the Articles Editor for the ASU Law Journal, clerked for the Office of the Attorney General, Tax Section, and worked as a City Prosecutor through the ASU Law Clinic Program. Whitney is a national lecturer to CPAs and attorneys on effective multi-generational IRA planning, sophisticated designs for estate planning, income tax planning, business formations and asset protection issues. He has authored ten published articles in the Journal of Arizona Taxation for which he was named a life member to the National Registry of Who’s Who.  Prior to law school, Mr. Sorrell worked five years as a Revenue Agent for the United States Treasury, Department of Internal Revenue (IRS). While at the IRS, he received special training as an expert witness, and for conducting fraud and employment tax audits. He received IRS outstanding performance awards, and in 1995 taught negotiating skills, interviewing and forensic audit courses to other Revenue Agents.

Practices Areas

Estate Planning

Business

Probate

Language

English

Contact

Sorrell Law Firm, PLC7575 E. Redfield Rd.Suite. 217Scottsdale, AZ, 85260

Office: N/A

Website: N/A

Reviews

anonymous
May 2, 2019

After speaking with a number one estate planning lawyers I decided to hire Whitney Sorrel in large part based on his ability to communicate clearly. By "clearly" I mean he was able to explain exactly what he would be doing and the purpose of completing an estate plan. What followed was even better. He listened to what I wanted while at the same time challenging me, in a very positive way, as to the wisdom of my choices. In the end, the final document represents my wishes while protecting assets and future finances. In addition, his personal style direct yet friendly fit perfectly with the way I prefer to do things. I would recommend Mr. Sorrel very highly.

Scott
March 9, 2018

My father hired Whitney to update his trust in 2015. He recently passed away. Whitney and his team did an outstanding job helping myself and my brothers quickly settle the estate and deal with all of the little things that are required after someone passes. Whitney's advise and counsel helped us make sure that as the assets changed hands they were immediately protected. He definitely made things easy for us in a very difficult time.

Beverley
November 13, 2016

My experience with Mr Sorrell and his knowledgeable staff has been superb. Whitney and his paralegal Ben went above and beyond my expectations. They truly do care about their clients and their needs. I am amazed and grateful at the attention to details & dedication that was given towards securing my future. Thank you guys SOOOO much!!!

Cort
May 9, 2016

I needed to be legally protected while settling my mother's estate & Whitney Sorrell was the BEST choice. I interviewed 6-8 attorney's and I am very satisfied with my choice to work with Mr Sorrell. He knows his stuff, does his homework & fights for you. He is not intimidated by the opposing team. He negotiates with finesse. I would hire Whitney Sorrell every single time.

Nancy
April 8, 2016

Mr Sorrell was recommended to us be another estate planning attorney. He was thorough, very knowledgeable and gave us excellent suggestions along with guidance for our decision making. Throughout the process he was enjoyable to work with and we are totally happy with the resulting trust product. I would certainly recommend him to anyone seeking to create a will or trust.

Claude
March 9, 2016

Whitney came highly recommended by our lawyer in St Charles, Il. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

Bob
December 10, 2015

Highly recommend Whitney Sorrell for estate planning. I have hired him on several occasions for personal and business matters and gone above and beyond my expectations. Thank you Whitney.

anonymous
November 20, 2015

My wife and I hired Mr. Sorrell on a recommendation from a friend. To say we had a lot to fix was an understatement and frankly a huge undertaking. I cannot express how helpful Whitney was from start to finish. My brother is an attorney so I know the drill, and I have to say that Whitney knows his stuff, is professional, and walked us through exactly what needed to take place one step at a time to not only alleviate my wife's fears but to show us that it was something that could be managed and we could pursue our fight to end this awful scenario we were faced with through no doing of our own. This was a HUGE undertaking from past taxes to fighting previous employers on employment status. We knew we were both in the right but needed someone to FIGHT for us. Whitney did, and through it all we came out victorious on both accounts. He is fair, thorough, professional, honest, and truly cared about our situation and what we were faced with...would highly recommend him to anyone.

anonymous
November 13, 2015

Whitney was extremely helpful in setting up entities to hold my real estate investments. He took the time to explain everything, including tax planning and asset protection strategies. I look forward to an ongoing relationship with Whitney as I continue to invest in Arizona real estate.

anonymous
May 2, 2019

After speaking with a number one estate planning lawyers I decided to hire Whitney Sorrel in large part based on his ability to communicate clearly. By "clearly" I mean he was able to explain exactly what he would be doing and the purpose of completing an estate plan. What followed was even better. He listened to what I wanted while at the same time challenging me, in a very positive way, as to the wisdom of my choices. In the end, the final document represents my wishes while protecting assets and future finances. In addition, his personal style direct yet friendly fit perfectly with the way I prefer to do things. I would recommend Mr. Sorrel very highly.

Scott
March 9, 2018

My father hired Whitney to update his trust in 2015. He recently passed away. Whitney and his team did an outstanding job helping myself and my brothers quickly settle the estate and deal with all of the little things that are required after someone passes. Whitney's advise and counsel helped us make sure that as the assets changed hands they were immediately protected. He definitely made things easy for us in a very difficult time.

Beverley
November 13, 2016

My experience with Mr Sorrell and his knowledgeable staff has been superb. Whitney and his paralegal Ben went above and beyond my expectations. They truly do care about their clients and their needs. I am amazed and grateful at the attention to details & dedication that was given towards securing my future. Thank you guys SOOOO much!!!

Cort
May 9, 2016

I needed to be legally protected while settling my mother's estate & Whitney Sorrell was the BEST choice. I interviewed 6-8 attorney's and I am very satisfied with my choice to work with Mr Sorrell. He knows his stuff, does his homework & fights for you. He is not intimidated by the opposing team. He negotiates with finesse. I would hire Whitney Sorrell every single time.

Nancy
April 8, 2016

Mr Sorrell was recommended to us be another estate planning attorney. He was thorough, very knowledgeable and gave us excellent suggestions along with guidance for our decision making. Throughout the process he was enjoyable to work with and we are totally happy with the resulting trust product. I would certainly recommend him to anyone seeking to create a will or trust.

Claude
March 9, 2016

Whitney came highly recommended by our lawyer in St Charles, Il. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

Bob
December 10, 2015

Highly recommend Whitney Sorrell for estate planning. I have hired him on several occasions for personal and business matters and gone above and beyond my expectations. Thank you Whitney.

anonymous
November 20, 2015

My wife and I hired Mr. Sorrell on a recommendation from a friend. To say we had a lot to fix was an understatement and frankly a huge undertaking. I cannot express how helpful Whitney was from start to finish. My brother is an attorney so I know the drill, and I have to say that Whitney knows his stuff, is professional, and walked us through exactly what needed to take place one step at a time to not only alleviate my wife's fears but to show us that it was something that could be managed and we could pursue our fight to end this awful scenario we were faced with through no doing of our own. This was a HUGE undertaking from past taxes to fighting previous employers on employment status. We knew we were both in the right but needed someone to FIGHT for us. Whitney did, and through it all we came out victorious on both accounts. He is fair, thorough, professional, honest, and truly cared about our situation and what we were faced with...would highly recommend him to anyone.

anonymous
November 13, 2015

Whitney was extremely helpful in setting up entities to hold my real estate investments. He took the time to explain everything, including tax planning and asset protection strategies. I look forward to an ongoing relationship with Whitney as I continue to invest in Arizona real estate.

anonymous
May 2, 2019

After speaking with a number one estate planning lawyers I decided to hire Whitney Sorrel in large part based on his ability to communicate clearly. By "clearly" I mean he was able to explain exactly what he would be doing and the purpose of completing an estate plan. What followed was even better. He listened to what I wanted while at the same time challenging me, in a very positive way, as to the wisdom of my choices. In the end, the final document represents my wishes while protecting assets and future finances. In addition, his personal style direct yet friendly fit perfectly with the way I prefer to do things. I would recommend Mr. Sorrel very highly.

Scott
March 9, 2018

My father hired Whitney to update his trust in 2015. He recently passed away. Whitney and his team did an outstanding job helping myself and my brothers quickly settle the estate and deal with all of the little things that are required after someone passes. Whitney's advise and counsel helped us make sure that as the assets changed hands they were immediately protected. He definitely made things easy for us in a very difficult time.

Beverley
November 13, 2016

My experience with Mr Sorrell and his knowledgeable staff has been superb. Whitney and his paralegal Ben went above and beyond my expectations. They truly do care about their clients and their needs. I am amazed and grateful at the attention to details & dedication that was given towards securing my future. Thank you guys SOOOO much!!!

Cort
May 9, 2016

I needed to be legally protected while settling my mother's estate & Whitney Sorrell was the BEST choice. I interviewed 6-8 attorney's and I am very satisfied with my choice to work with Mr Sorrell. He knows his stuff, does his homework & fights for you. He is not intimidated by the opposing team. He negotiates with finesse. I would hire Whitney Sorrell every single time.

Nancy
April 8, 2016

Mr Sorrell was recommended to us be another estate planning attorney. He was thorough, very knowledgeable and gave us excellent suggestions along with guidance for our decision making. Throughout the process he was enjoyable to work with and we are totally happy with the resulting trust product. I would certainly recommend him to anyone seeking to create a will or trust.

Claude
March 9, 2016

Whitney came highly recommended by our lawyer in St Charles, Il. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

Bob
December 10, 2015

Highly recommend Whitney Sorrell for estate planning. I have hired him on several occasions for personal and business matters and gone above and beyond my expectations. Thank you Whitney.

anonymous
November 20, 2015

My wife and I hired Mr. Sorrell on a recommendation from a friend. To say we had a lot to fix was an understatement and frankly a huge undertaking. I cannot express how helpful Whitney was from start to finish. My brother is an attorney so I know the drill, and I have to say that Whitney knows his stuff, is professional, and walked us through exactly what needed to take place one step at a time to not only alleviate my wife's fears but to show us that it was something that could be managed and we could pursue our fight to end this awful scenario we were faced with through no doing of our own. This was a HUGE undertaking from past taxes to fighting previous employers on employment status. We knew we were both in the right but needed someone to FIGHT for us. Whitney did, and through it all we came out victorious on both accounts. He is fair, thorough, professional, honest, and truly cared about our situation and what we were faced with...would highly recommend him to anyone.

anonymous
November 13, 2015

Whitney was extremely helpful in setting up entities to hold my real estate investments. He took the time to explain everything, including tax planning and asset protection strategies. I look forward to an ongoing relationship with Whitney as I continue to invest in Arizona real estate.

anonymous
May 2, 2019

After speaking with a number one estate planning lawyers I decided to hire Whitney Sorrel in large part based on his ability to communicate clearly. By "clearly" I mean he was able to explain exactly what he would be doing and the purpose of completing an estate plan. What followed was even better. He listened to what I wanted while at the same time challenging me, in a very positive way, as to the wisdom of my choices. In the end, the final document represents my wishes while protecting assets and future finances. In addition, his personal style direct yet friendly fit perfectly with the way I prefer to do things. I would recommend Mr. Sorrel very highly.

Scott
March 9, 2018

My father hired Whitney to update his trust in 2015. He recently passed away. Whitney and his team did an outstanding job helping myself and my brothers quickly settle the estate and deal with all of the little things that are required after someone passes. Whitney's advise and counsel helped us make sure that as the assets changed hands they were immediately protected. He definitely made things easy for us in a very difficult time.

Beverley
November 13, 2016

My experience with Mr Sorrell and his knowledgeable staff has been superb. Whitney and his paralegal Ben went above and beyond my expectations. They truly do care about their clients and their needs. I am amazed and grateful at the attention to details & dedication that was given towards securing my future. Thank you guys SOOOO much!!!

Cort
May 9, 2016

I needed to be legally protected while settling my mother's estate & Whitney Sorrell was the BEST choice. I interviewed 6-8 attorney's and I am very satisfied with my choice to work with Mr Sorrell. He knows his stuff, does his homework & fights for you. He is not intimidated by the opposing team. He negotiates with finesse. I would hire Whitney Sorrell every single time.

Nancy
April 8, 2016

Mr Sorrell was recommended to us be another estate planning attorney. He was thorough, very knowledgeable and gave us excellent suggestions along with guidance for our decision making. Throughout the process he was enjoyable to work with and we are totally happy with the resulting trust product. I would certainly recommend him to anyone seeking to create a will or trust.

Claude
March 9, 2016

Whitney came highly recommended by our lawyer in St Charles, Il. He is an excellent listener and asks insightful and thought provoking questions to best understand our intent. Attention to detail and planning for all contingencies is reflected in all his work along with his ensuring we had a thorough understanding of our finished plan.

Bob
December 10, 2015

Highly recommend Whitney Sorrell for estate planning. I have hired him on several occasions for personal and business matters and gone above and beyond my expectations. Thank you Whitney.

anonymous
November 20, 2015

My wife and I hired Mr. Sorrell on a recommendation from a friend. To say we had a lot to fix was an understatement and frankly a huge undertaking. I cannot express how helpful Whitney was from start to finish. My brother is an attorney so I know the drill, and I have to say that Whitney knows his stuff, is professional, and walked us through exactly what needed to take place one step at a time to not only alleviate my wife's fears but to show us that it was something that could be managed and we could pursue our fight to end this awful scenario we were faced with through no doing of our own. This was a HUGE undertaking from past taxes to fighting previous employers on employment status. We knew we were both in the right but needed someone to FIGHT for us. Whitney did, and through it all we came out victorious on both accounts. He is fair, thorough, professional, honest, and truly cared about our situation and what we were faced with...would highly recommend him to anyone.

anonymous
November 13, 2015

Whitney was extremely helpful in setting up entities to hold my real estate investments. He took the time to explain everything, including tax planning and asset protection strategies. I look forward to an ongoing relationship with Whitney as I continue to invest in Arizona real estate.