What Are the Duties and Responsibilities of a Trustee?

Name: John Even
Address: 1221 East Osborn Road, Phoenix, Arizona, 85014
Telephone: 602-277-7000
Price range: Free Consultation
Rating: 5.0

By John Even | Published July 2, 2021 | Posted in Probate and Trust Administration | Comments Off on What Are the Duties and Responsibilities of a Trustee?

What Are the Duties and Responsibilities of a Trustee? This blog answers several questions that I am asked all the time by trustees when I am representing them about the duties and responsibilities of a trustee. It also gives a checklist of the important steps that trustees need to take to properly administer a Read More

Seven Common Business Planning Mistakes

By John Even | Published May 1, 2021 | Posted in Business Law | Comments Off on Seven Common Business Planning Mistakes

Seven Common Business Planning Mistakes Over the years, I have seen business owners make many of the same planning mistakes in their business documents. This blog focuses on some of the most common mistakes I have seen. Here are the top seven: Not having a good professional advisory team to help your business. Among other Read More

Remember to Give Back to Charity at This Time of Year

By John Even | Published December 23, 2020 | Posted in Estate Planning | Comments Off on Remember to Give Back to Charity at This Time of Year

Remember to Give Back to Charity at This Time of Year We still have a few days left in 2020, and there a lot of ways that you can give to your favorite charity. This blog discusses several different ways to give to charity for year-end and also discusses different ways to give to charities Read More

Good News – John Even Recognized by Best Lawyers

By John Even | Published November 25, 2020 | Posted in Estate Planning, Probate and Trust Administration | Comments Off on Good News – John Even Recognized by Best Lawyers

Good News – John Even Recognized by Best Lawyers 2020 has certainly been a challenging year for all of us! In the midst of this crazy year, I received some good news that I wanted to share with all of you. For 2021, I have been selected in Best Lawyers in America for Trust and Read More

What Happens to My Estate If I Don’t Have a Will?

By John Even | Published October 1, 2020 | Posted in Estate Planning | Comments Off on What Happens to My Estate If I Don’t Have a Will?

What Happens to My Estate If I Don’t Have a Will? Clients ask me this question all the time. Although I always recommend hiring a qualified attorney to draft a Will or a Trust for them to avoid this situation, this blog gives the framework for how to handle an estate when someone dies without Read More

Why is an Estate Plan So Important for Business Owners?

By John Even | Published August 31, 2020 | Posted in Estate Planning, Probate and Trust Administration | Comments Off on Why is an Estate Plan So Important for Business Owners?

Why is an Estate Plan So Important for Business Owners? For many of my clients who own businesses, their business is the largest asset in their estate. As a result, it is critical that this asset is properly handled after their death. This blog discusses three reasons why it is extremely important for business owners Read More

When Does An Estate Have to File An Estate Tax Return?

By John Even | Published July 1, 2020 | Posted in Estate Planning, Probate and Trust Administration | Comments Off on When Does An Estate Have to File An Estate Tax Return?

When Does An Estate Have to File An Estate Tax Return? After the death of a loved one, family members often ask me if the estate has to file an estate tax return. This blog discusses how estate taxes are calculated and when estate tax returns are required to be filed. What Are Estate Taxes? Read More

Should I Update My Trust If I Move Here From Another State?

By John Even | Published May 30, 2020 | Posted in Estate Planning | Comments Off on Should I Update My Trust If I Move Here From Another State?

Should I Update My Trust If I Move Here From Another State? In Arizona, thousands of people move here every year from another state to retire or for a job relocation. When this happens, clients often ask me whether they need to update their estate planning documents that were drafted in another state. This blog Read More

While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order

By John Even | Published April 8, 2020 | Posted in Estate Planning, Other | Comments Off on While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order

While Staying at Home for COVID-19, It’s a Good Time to Get Your Financial and Legal Documents in Order As we continue to grapple with the many issues related to the COVID-19 virus, I wanted to touch base with all of you and offer you a few ideas that may be helpful as we are Read More

Leaving Your Charitable Legacy Now and in the Future

By John Even | Published December 27, 2019 | Posted in Estate Planning, Other | Comments Off on Leaving Your Charitable Legacy Now and in the Future

Leaving Your Charitable Legacy Now and in the Future We still have a few days left in 2019, and there a lot of ways that you can give to your favorite charity. This blog discusses several different ways to give to charity for year-end and also discusses different ways to give to charities in your Read More

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Testimonials

"Once I made my initial call to Mr. Even‘s office I never looked back – great decision! His staff is courteous, caring and efficient. Mr. Even is professional, highly knowledgeable, good listener and adviser. I highly recommend Mr. Even. It is a privilege to have him on my team!" -Trusts & Estates May 14, 2018
"John is an excellent wordsmith, and did a great job of putting my thoughts, ideas, and issues into a clear legal document. I have known and worked with him for 25 years on business issues, including business purchases, of two companies and then selling them for retirement. He is also a delightful person to work with and has an excellent group of to-workers." -Estate Planning May 3, 2018
"He was willing to spend time explaining things." -Estate Planning February 24, 2018
"We were referred to John by a neighbor and, frankly, couldn’t be happier with the responsiveness and quality of service. The estate planning services we’ve received in the past pale in comparison. Very, very pleased with the process and breadth of estate planning John provided." -Trust & Estates October 10, 2017

Reviews and Ratings

5.0/5.0

John is knowledgeable, professional and easygoing. He was very knowledgeable about my particular situation and offered solutions that work perfectly for me. John was able to answer all my questions with ease, and also offered great advice. I would...

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Client
5.0/5.0

I am a retired woman here in Arizona with my adult daughter and her family living in Florida. I needed to set up a revocable living trust with my daughter as the beneficiary along with the accompanying estate planning documents. I am in process of ...

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Client
5.0/5.0

John Even is very knowledgeable and experienced. John handled the legal aspects of my parents Trust/Estate and guided me through my role and responsibilities as the Successor Trustee. John participated in calls with the Financial institution and tax ...

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Client
5.0/5.0

John is professional and knowledgeable in matters regarding estate planning. We worked with him as a recommendation from our financial advisor and we were certainly not disappointed. We look forward to working with him again on the maintenance and fu...

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Client
5.0/5.0

Mr. Even was very professional and helped clarify questions we had concerning estate planning. We were grateful that he was able to tailor our documents to fit our individual needs.

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Client