T. James Lee | Estate Planning Attorney | Fennemore Craig
  • Education

    • J.D., with honors, Brigham Young University, J. Reuben Clark Law School
    • B.S., Business Management, Brigham Young University

     

    • Top business school graduate in entrepreneurship, business composite minor (Accounting and Economics), and minor in Spanish
    • Brigham Young University Law Review, Editorial Board, 1995-1996; Member, 1994-1996
    • Extern, Honorable J. Kenneth Mangum, Superior Court of Arizona, 1994
  • Areas of Practice

  • Awards and Honors

    • Best Lawyers in America®, Tax Law, Trusts and Estates, 2010-2019
    • Chambers HNW, Leading High Net Worth Advisors, 2016-2018
    • Southwest Super Lawyers®, Estate Planning and Probate, 2008, 2010-2018
    • Best Lawyers in America®, Lawyer of the Year, Trusts and Estates, 2017
    • Arizona's Finest Lawyers, Regular Member, admitted as of 2011
    • AV® Preeminent™ Peer Review Rated (the highest rating available), by Martindale Hubbell
  • Articles And Presentations

     

    Other Articles and Presentations

     

    • Speaker, "Digital Assets," The Arizona Fiduciaries Association 2018 Spring Conference, April 20, 2018
    • Speaker, 2017 Women's Financial Forum, Arizona Bank and Trust, 2017
    • Speaker, "Hot Topics in Contemporary Estate Planning (including Ron Aucutt)," sponsored by the State Bar of Arizona, 2017
    • Speaker and Panelist, various trusts, estates, and tax seminars, National Video Broadcasts, NBI, 2016-present
    • Speaker, Moderator, and Seminar Chair, "Probate and Estate Law, and Elder and Mental Health Care Law: A Multi-Disciplinary Approach (Practical Estate Planning and Administration; Estate Planning with Corporations, LLCs, and Partnerships; Elder and Special Needs Planning for the Modest and the Affluent; and Digital Assets)," CLE by the Sea, Coronado, California, sponsored by the State Bar of Arizona, July 2016
    • Speaker, "Partnership Tax Allocations, and Implications of the Repeal of TEFRA," Business Planning Committee, Summer Meeting, ACTEC, Boston, Massachusetts, 2016
    • Speaker, "Section 642(c) Charitable Deduction and Tracing," Fiduciary Income Tax Committee, Annual Meeting, ACTEC, Las Vegas, Nevada, 2016
    • Co-Author, "Best Practices for Structuring Trusts and Estates," Thomson Reuters (Aspatore), 2016 edition
    • Co-Author, "Arizona Estate Planning: Income, Estate, Gift, and GST Taxation," DT Publishing Company, Vol. 1, 2015 supplement
    • Speaker, "Sophisticated Estate Planning: GRATs, Sales to Grantor Trusts, CRTs, CLTs, Asset Allocations, Fiscal Year Planning, and DNI," Valley Estate Planners, 2015
    • Speaker, "Estate Planning for the Novice," sponsored by KJZZ/K-BACH Radio, 2014
    • Co-Author, "Arizona Estate Planning: Income, Estate, Gift, and GST Taxation," DT Publishing Company, Vol. 1, 2014 supplement
    • Speaker and Seminar Chair, "Advanced Estate Planning and Trust/Probate Administration," CLE by the Sea, Coronado, California, sponsored by the State Bar of Arizona, 2014
    • Seminar Chair and Moderator, "Effect of U.S. v. Windsor on DOMA in Estate Planning, Update on T&E Litigation and Legislation (Federal and Arizona), Resolving Probate and Trust Disputes Without Protracted Litigation, and the Continuing Evolution of the Arizona Probate Rules and Procedures," sponsored by the State Bar of Arizona, 2014
    • Seminar Co-Chair and Moderator, "Unraveling Estate Planning Issues after Windsor (DOMA) and Other Advanced Planning Topics," State Bar of Arizona, Probate & Trust Law Section, 2013
    • Speaker, "Understanding Consequences of Transfers of Title in Unfamiliar Jurisdictions," Western Region Meeting, ACTEC, Half Moon Bay (San Francisco), California, 2013
    • Speaker, "Wealth Transfer Tax Legislation, Estate Planning Techniques, and Current Developments," CLE by the Sea, Coronado, California, sponsored by the State Bar of Arizona, 2013
    • Co-Author, "Arizona Estate Planning: Income, Estate, Gift, and GST Taxation," DT Publishing Company, Vol. 1, 2012
    • Seminar Co-Chair, "Arizona Probate Practice in 2012 - ¡Cuidado!", Probate & Trust Law Section, Arizona State Bar Convention, 2012
    • Speaker, "The Good, Bad and the Ugly in Decanting in Arizona," Arizona Community Foundation, Professional Advisory Board, 2012
    • Speaker, "Unexpected Complexity of Marital Deductions," National Teleconference, Lorman Education Services, 2012
    • Speaker, "Decanting (What now, pourover "trusts"?)," East Valley Estate Planning Council, 2012
    • Seminar Chair and Moderator, “Advanced Probate and Trust,” State Bar of Arizona, Probate and Trust Law Section, 2011
    • Author, "Decant or Not Decant (in Arizona)?," Probate and Trust Law Newsletter, State Bar of Arizona, 2011
    • Author, "Marital Deduction Formula and GST Tax Severance Planning -- Income Tax Consequences," Estate Planning, Thomson Reuters (Warren, Gorham & Lamont), New York, Nov. 2010
    • Speaker, "Recent Developments and Hot Topics: Apportionment of Estate Taxes and Administrative Expenses," sponsored by the Jewish Community Foundation of Southern Arizona, 2010
    • Speaker, "Decant or Not Decant? That Is the Question," Arizona State Bar Convention, 2010
    • Speaker, "Important and Hot Estate Planning and Related Tax Planning Topics," State Bar of Arizona, Probate and Trust Law Section, 2009
    • Speaker, "Steeping Marital Deduction Bliss in Your GS Tea (Advanced Formula Planning)," Tucson Tax Study Group, 2009
    • Speaker, "Advanced Generation-Skipping Transfer Tax and Marital Deduction Planning," National Teleconference, NBI, 2009
    • Speaker, "Drafting for the Arizona Trust Code," Maricopa County Bar Association, 2009
    • Speaker, "GSTT and Marital Deduction Formula Planning,” VEP, 2009
    • Speaker, "New Trust Code and Probate Rules Take Effect: Are you Ready?" State Bar of Arizona, Elder Law and Mental Health Section, 2009
    • Speaker, "Arizona Trust Code," Maricopa County Bar Association, 2008
    • Speaker, "Trust and Estate Distributions: Income Tax Implications and Planning Alternatives," State Bar of Arizona, Taxation Section, 2008
    • Speaker, "Trust and Estate Income Taxation," Tucson Tax Study Group, 2007
    • Speaker, "Income Taxation in Estate Planning," Valley Estate Planners, 2007
    • Speaker, "Estate Planning and Subchapter J Issues," East Valley Estate Planning Council, 2006
    • and various commercially sponsored lectures
  • PROFESSIONAL AND COMMUNITY ACTIVITIES

    • Member, American Bar Association
    • Member, State Bar of Arizona
    • Member, Utah State Bar
    • Member, Professional Advisory Board, Arizona Community Foundation
    • Volunteer, in affiliation with local chapters of House of Refuge and Habitat for Humanity
    • Fellow, The American College of Trust and Estate Counsel, ACTEC
    • Member, Fiduciary Income Tax Committee, Business Planning Committee, ACTEC
    • Member, Past Chair, Estate and Trust Advisory Commission, State Bar of Arizona
    • Inaugural Member, TGen Ambassadors, Translational Genomics Research Institute
    • Member, Committee on Estate and Gift Taxes, Taxation Section, American Bar Association
    • Past Chair, Professional Education Series Planning Committee, Arizona Community Foundation
    • Past Officer, Board of Directors, Ballet Arizona
    • Past Chair, Executive Council, Probate and Trust Law Section, State Bar of Arizona
    • Past Chair of the Planned Giving Committee, Past Executive Committee Member, Arthritis Foundation, Greater Southwest Chapter
    • Trustee (retired), Phoenix Boys Choir
    • Past Council Officer, Past Executive Board Member, Boy Scouts of America, Grand Canyon Council
    • Past Member, Professional Advisory Committee, Jewish Community Foundation
    • Past President, Past Board Member, Valley Estate Planners
    • Past President, Past Board Member, East Valley Estate Planning Council
  • ADMISSIONS

    • Arizona
    • Utah
    • U.S. District Court, District of Arizona
    • Trust and Estate Specialist (Board Certified, State Bar of Arizona)
  • LANGUAGES

    • Spanish, Fluent
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