Fennemore Craig, P.C.


T. James Lee - Fennemore Craig


T. James Lee
DIRECTOR




Mr. Lee practices in the areas of estate planning, charitable giving and business formation and structuring. He counsels clients on wealth transfer strategies, including the use of revocable trusts, irrevocable life insurance and gifting trusts, family limited partnerships and LLCs, qualified personal residence trusts, grantor retained annuity trusts, installment sales to grantor trusts, and other sophisticated tax planning techniques.

As an adjunct to his estate planning practice, Mr. Lee advises clients on planned giving methods, and establishing charitable remainder trusts, charitable lead trusts, private foundations, support foundations, public charities, and other tax-exempt organizations and charitable-giving mechanisms. He also advises trustees and executors on their fiduciary responsibilities and tax implications in the administration and distribution of trusts and probate estates.

In designing estate and business plans, Mr. Lee applies an integrated approach enabling his clients to reduce personal and business liability exposure, minimize tax consequences, and meet multi-generational family objectives. Estate planning documents and business succession plans can be tailored to provide incentives to beneficiaries and successors (such as children and grandchildren) to become productive and contributing members of society. Incorporating each client’s unique family dynamic into such planning is emphasized.



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T. James Lee
title: Director
location: Phoenix
p: (602) 916-5422
f: (602) 916-5622
e: jlee@fclaw.com

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In The News

October 22, 2014
KPHO CBS 5 | John Balitis discusses DUI prosecution for medical marijuana users [NEWS]

October 20, 2014
Phoenix Business Journal | Jennifer Thomson discusses insurance and leave rules for same-sex couples [NEWS]

October 9, 2014
Shannon Pierce Elected to Executive Committee of the Litigation Section of the State Bar of Nevada [NEWS]

[MORE NEWS]

Publications and Events
July 22, 2014
KJZZ: Federal Policy Changes Could Grant New Rights For Married Same-Sex Couples In Arizona [PODCAST]

March 11, 2014
KFYI: Do E-cigarettes Belong In The Work Place? [PODCAST]

February 19, 2014
Social Media & Internet Risk Management: Are you at Risk? [PODCAST]

December 13, 2013
What restaurants need to know about employing teen workers: Federal law requires limits on work activity and hours [NEWSLETTER]

November 13, 2013
New Arizona Court of Appeals guidance regarding employer-employee restrictive covenants [NEWSLETTER]

[PAST PUBLICATIONS & EVENTS]