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 |

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

Good News – John Even Recognized by Best Lawyers

By John Even | Published November 25, 2020 | Posted in Estate Planning, Probate and Trust Administration |

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

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 |

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 |

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

Do You Trust Your Trust?

By John Even | Published April 18, 2018 | Posted in Probate and Trust Administration | Leave a comment

Another way of saying this is: How often do you need to have your revocable living trust reviewed after you set it up? Alternatively, what are some triggering events that might cause you to have your trust reviewed? In general, the answer varies depending on the complexity of your estate and other factors in your Read More

How Do I Administer a Trust?

By John Even | Published January 30, 2018 | Posted in Probate and Trust Administration | Leave a comment

So, you just found out that you are the trustee of your relative’s trust. What do you do? This blog gives an overview of the steps that a trustee needs to take to administer a trust after the settlor (i.e., creator of the trust) passes away. In general, a trust administration is the orderly administration Read More

What Happens to My “Digital Assets” If Something Happens to Me?

By John Even | Published October 31, 2017 | Posted in Probate and Trust Administration | Leave a comment

In the last 20 years, the concept of “digital assets” has emerged as our world has been taken over by the likes of web domains, e-mails, Facebook, and Twitter. The term “digital assets” can include many different things: your ownership and intellectual property rights in social media accounts, your access to online bill payments or Read More

How Long Does Probate Take?

By John Even | Published March 16, 2017 | Posted in Probate and Trust Administration | Leave a comment

After a loved one dies, family members often ask: “How long does probate take?” In general, provided that there are no difficult parties, no difficult assets, and no other complications, a probate case will take approximately 6 to 12 months to administer from start to finish. After the appointment of the personal representative, there are Read More

What Am I Supposed To Do as the Trustee of a Trust?

By John Even | Published August 31, 2016 | Posted in Probate and Trust Administration | Leave a comment

After someone passes away, there are several things that a trustee needs to do to make sure that a trust is administered properly. In order that the successor trustee doesn’t miss any steps, I always recommend seeking the advice of an experience attorney to assist them in the process. In addition, I recommend that successor 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 B. Even is an excellent attorney and is well credentialed in all areas of the estate planning process. He exceeded my expectations in creating my personal estate plan that was tailored to my specific needs and I would not hesitate to hire him ag...

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Client
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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