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Trusts & Estates

Experienced Arizona Trusts & Estates Attorney Helps You Plan For The Future

Dedicated Phoenix lawyer works to protect your legacy

John Even possesses in-depth knowledge about all aspects of trusts and estate issues, including:

  • Estate planning
  • Estate taxes
  • Executorship duties
  • Guardianship
  • Living wills
  • Living trusts
  • Probate
  • Probate and will disputes
  • Drafting and execution of Wills

Estate Planning

I can advise you on the best approach to your estate planning. I thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing a guardianship for your children, supporting personal charitable causes, and protecting your loved ones. I can draft a will that reflects your desires and establish living trusts if they would be beneficial to your estate.

Wills and Trusts

Over the course of my career, I have helped hundreds of families in drafting their wills, trusts, powers of attorney, and other estate planning documents. I assist individuals and families in choosing among various estate planning strategies, including:

  • drafting wills and trusts
  • helping clients form family LLC’s or family limited partnerships
  • coordinating life-insurance and gifting arrangements best suited to achieve a client’s individual objectives.

By doing this, I work closely with clients to develop and implement practical methods of saving income, estate, gift, and generation-skipping transfer taxes that are consistent with my clients’ overall business strategies and estate planning objectives.

Trust Administration

I advise and represent clients in connection with establishing and administering trusts, counseling trustee clients about their duties in the administration of trust assets, and representing clients in disputes arising out of the administration of such trusts. I have represented fiduciaries and beneficiaries alike in all aspects of trust administration, including filing court actions when required by the circumstances. I assist clients with the administration of a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous Administrative Services

I have the extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Distributions to beneficiaries

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. I offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, I strongly recommend that you retain professional assistance from a trustworthy source.

Probate

I apply my extensive knowledge about Arizona probate court to guide you through the complex process of probating a will. I assist executors in all steps of the process, including:

  • Creating a plan of action to probate the estate fairly and expeditiously
  • Filing the will with the Arizona probate court
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying taxes and other debts
  • Locating beneficiaries
  • Hiring professional experts when necessary

Probate Disputes

When disputes occur between beneficiaries, I successfully represent your interests. I have the extensive knowledge to challenge invalid wills or to defend valid wills against the improper assertions of dissatisfied beneficiaries. A skillful mediator and litigator, I can negotiate between beneficiaries to preserve relationships or aggressively pursue your rights in court when necessary.

Contact a meticulous estate planning lawyer

John Even serves clients in Phoenix and throughout Arizona. Call 602-663-9263 or contact me online to schedule a consultation at my Phoenix office.

 

 

 

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  • Testimonials
    • "Thank you for my peace of mind, knowing that my estate and medical attention are in place for my children to handle easily. I appreciate your expertise covering areas I was unaware I should address. John and his staff were very professional and efficient in my estate amendment. I highly recommend this office."  -Chris February 28, 2025

    • "One of the best decisions I ever made was selecting John Even to oversee settlement of my mom’s estate/trust. His wisdom and insight on reaching a positive outcome for each family member was priceless. Without his patient encouragement over three years, I would have settled for a bad compromise early on. Each meeting was concise and educational. John only proposed a meeting when necessary, saving our estate thousands of dollars. "  -Bradley December 03, 2024

    • "It was a pleasure to work with Attorney John B. Even and his excellent legal assistant, Emily, and paralegal, Jacqueline. This competent team seamlessly worked to develop our Will and Family Trust. Mr. Even patiently explained each document to us. John is a knowledgeable and compassionate attorney with a deep understanding of the law and a great ability to clearly explain complex legal issues. "  -Rita November 22, 2024

    • "I enjoyed working with him and his team - everybody was delightful, and they made the process very easy. John is warm and friendly, impressively knowledgeable and explained all the details in simple terms for me to understand. I now have peace of mind about how my assets will be distributed and wishes will be carried out and know that my loved ones won't be burdened by debate, hassle, or financial hardship if I ever end up incapacitated."  -Mirelle April 18, 2024

    • "We have known John Even for many years. So, I will say that he was our first choice. I get many advertisements in the mail for trusts and estate planning and at various prices. I called a few of them. We stayed with John for several reasons. He had a flat fee with us. So there was NO chance of getting billed extra hours for this and that. Which is often the cast once you sign on the dotted line. John was very explanatory about the process of setting up a trust, He looked at all our information. our children, accounts, and many things I had never considered. This was what I needed to get clear on the whole process. "  -Thomas January 28, 2024

    • "Attorney Even and his staff are professional, personable, responsive, and clearly expert in the estate planning world. The time spent gathering our information allowed Mr. Even to produce thoughtful, custom documentation that will serve us well. The print and electronic versions of our records that were provided will make maintaining them, and sharing them as appropriate, very easy...a real plus."  -Larrh January 24, 2024

    • "Our Estate Planning journey with John B. Even and his team was a “5 Star” experience! John’s character, values, and knowledge was evident throughout the entire process. John and his team listened carefully to our wishes, and yet, asked great questions to help us collaborate on exactly the right Estate Plan. We would highly recommend John and his team!"  -Rob & Terri September 25, 2023

    • "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

    Affiliations
    Office Location
    • Phoenix Office
      1221 East Osborn Road
      Suite 105
      Phoenix, Arizona 85014
      Phone: 602-277-7000
      Fax: 602-277-8663
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