Arizona Estate & Trust Law, Plc is a law firm established by Phoenix Attorney Paul J. Dunn to provide individualized legal services to North Phoenix and North Scottsdale residents with assets of two to ten million dollars in the areas of estate planning, estate and trust administration, and taxation. Mr. Dunn specializes in estate planning and trusts.
Arizona Estate & Trust Law, Plc is committed to providing its clients with the highest quality legal services in an efficient, courteous, and dignified manner. Every estate plan is tailored to the individual client. Life Fellow of the American Bar Foundation - a global honorary society of attorneys, judges, law faculty, and legal scholars considered to be in the top 1% of the legal profession and who have demonstrated outstanding achievement and professional distinction in the legal profession.
Preparing revocable living trusts, durable powers of attorney, living wills, health care powers of attorney, and charitable trusts. Advising and assisting clients with tax and transfer consequences of various types of property ownership.
Arizona Estate & Trust Law, Plc is committed to providing its clients with the highest quality legal services in an efficient, courteous, and dignified manner. Every estate plan is tailored to the individual client. Life Fellow of the American Bar Foundation - a global honorary society of attorneys, judges, law faculty, and legal scholars considered to be in the top 1% of the legal profession and who have demonstrated outstanding achievement and professional distinction in the legal profession.
Preparing revocable living trusts, durable powers of attorney, living wills, health care powers of attorney, and charitable trusts. Advising and assisting clients with tax and transfer consequences of various types of property ownership.
Services
Estate planning is necessary if you want to protect your loved ones from experiencing unnecessary expenses and complications if you were to die or become incapacitated.
The reason many people do not plan their end-of-life choices is because they believe it is too complicated and costly to do so.
Therefore, let's address these two reasons.
1 Estate planning eliminates the complications and conflict that can result when individuals become incapacitated or die.
The goal of Arizona Estate & Trust Law is to eliminate complications and confusion by helping clients set up an estate plan based on their particular family situation.
The reason many people do not plan their end-of-life choices is because they believe it is too complicated and costly to do so.
Therefore, let's address these two reasons.
1 Estate planning eliminates the complications and conflict that can result when individuals become incapacitated or die.
The goal of Arizona Estate & Trust Law is to eliminate complications and confusion by helping clients set up an estate plan based on their particular family situation.
Deeds, sales contracts, leases, and other relevant documents for all real estate owned or being acquired.
All life insurance policies and annuity policies on family members, including any group insurance policies.
Beneficiary designations are extremely important and definitely needed.
Beneficiary designations and settlement options are extremely critical and definitely needed.
Contact information for personal advisors including attorneys, bankers, insurance agents, accountants, stock brokers, and physicians.
All life insurance policies and annuity policies on family members, including any group insurance policies.
Beneficiary designations are extremely important and definitely needed.
Beneficiary designations and settlement options are extremely critical and definitely needed.
Contact information for personal advisors including attorneys, bankers, insurance agents, accountants, stock brokers, and physicians.
Arizona Estate & Trust Law's estate planning fees are determined by the time spent on a client's behalf, the skill level required to provide the services, and the responsibilities assumed.
For most legal services our fees are either a fixed fee or a minimum-maximum fee.
If the nature of the work makes a fixed-fee or an accurate minimum-maximum fee difficult to determine in advance, the work is done on a quoted hourly basis.
A written confirmation of the fee arrangement and work to be done is furnished to the client before any work begins on a client's behalf.
For most legal services our fees are either a fixed fee or a minimum-maximum fee.
If the nature of the work makes a fixed-fee or an accurate minimum-maximum fee difficult to determine in advance, the work is done on a quoted hourly basis.
A written confirmation of the fee arrangement and work to be done is furnished to the client before any work begins on a client's behalf.
2 The decedent's legitimate financial obligations must be satisfied by payment or agreement.
This is necessary for the beneficiaries to get a clear title to any assets that are ultimately distributed to them.
3 After the first and second steps have been taken, the decedent's assets are transferred to those persons named as beneficiaries in the decedent's Will or trust.
Of course, to get from step 1 to step 3 requires a fair amount of paperwork.
Some of that paperwork can be accomplished by a competent lay person.
This is necessary for the beneficiaries to get a clear title to any assets that are ultimately distributed to them.
3 After the first and second steps have been taken, the decedent's assets are transferred to those persons named as beneficiaries in the decedent's Will or trust.
Of course, to get from step 1 to step 3 requires a fair amount of paperwork.
Some of that paperwork can be accomplished by a competent lay person.
The key to a successful estate administration is the same as is required to planning an estate.
That key is providing the attorney with all of the necessary information.
Without the necessary information, no one can intelligently proceed to correctly handle a decedent's final affairs.
General: Decedent's social security number; location of any safe deposit box and keys to box; numerous certified copies of decedent's death certificate; any trust or Will documents of the decedent; any estates or trusts in which the decedent had an interest; any estates, trusts, guardianships, or conservatorships in which the decedent was acting as an executor, personal representative, trustee, guardian, or conservator.
That key is providing the attorney with all of the necessary information.
Without the necessary information, no one can intelligently proceed to correctly handle a decedent's final affairs.
General: Decedent's social security number; location of any safe deposit box and keys to box; numerous certified copies of decedent's death certificate; any trust or Will documents of the decedent; any estates or trusts in which the decedent had an interest; any estates, trusts, guardianships, or conservatorships in which the decedent was acting as an executor, personal representative, trustee, guardian, or conservator.
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