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

Practice Areas

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In The News

December 19, 2014
Extra, Extra…. IRA Charitable Rollover Revived for 2014 [ARTICLE]

December 16, 2014
Tax Developments in 2014 [ARTICLE]

December 16, 2014
Tax, Business and Estate Planning [ARTICLE]

[MORE NEWS]

Publications and Events
January 15, 2015
T. James Lee to Present Estate Freeze Techniques Seminar [SEMINAR]