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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
  • Wills drafting and execution

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 guardianship for your children, supporting personal philanthropic 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 where 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
  • Preparation of tax returns
  • 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 expert 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 fastidiously 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.

 

 

 

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

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  • 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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