T James Lee
Fennemore Craig PC • Phoenix, AZ
Estate PlanningInsurancePersonal InjuryTaxTax Planning
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Contact
Email
tlee@fennemorelaw.com
Phone
(913) 270-0752
Address
Phoenix, AZ, 85016-3429, US
Professional
About
**T. James Lee** **Estate Planning Attorney** **Fennemore Craig PC** **Phoenix, AZ** T. James Lee is a distinguished attorney at Fennemore Craig PC, based in Phoenix, Arizona, specializing in estate planning for ultra high-net-worth individuals and families. With a deep understanding of the complexities involved in wealth management, James offers comprehensive legal counsel on various facets of estate planning, including charitable giving and business formation and structuring. His expertise encompasses a wide range of wealth transfer strategies, utilizing advanced tools such as revocable trusts, irrevocable life insurance trusts, gifting trusts, family limited partnerships, limited liability companies (LLCs), qualified personal residence trusts, and grantor retained annuity trusts. James is adept at implementing sophisticated tax planning techniques to optimize his clients' financial legacies. In addition to estate planning, James is well-versed in advising clients on planned giving strategies. He assists in the establishment of charitable remainder trusts, charitable lead trusts, private foundations, and public charities, ensuring that philanthropic goals align seamlessly with tax efficiency. His guidance extends to trustees and executors, helping them navigate their fiduciary responsibilities and the tax implications inherent in estate and trust administration. James employs an integrated approach to design estate and business plans that not only reduce personal and business liability exposure but also minimize tax consequences. He emphasizes the importance of incorporating each client's unique family dynamics into the planning process, creating tailored solutions that foster intergenerational responsibility and encourage beneficiaries to become productive members of society. With a commitment to excellence and a client-centered focus, T. James Lee stands out as a trusted advisor in the realm of estate planning, dedicated to helping families achieve their long-term financial and philanthropic objectives.
About Estate Planning Law
Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.
Credentials
Education
1996 Brigham Young University - J. Reuben Clark Law School J.D. 1992 Brigham Young University B.S.
Languages
Spanish | English
Recognition & Involvement
Awards
2016 Tax Law and Trusts & Estates (since 2010), Best Lawyers in America® 2016 AV® Preeminent ™ (the highest rating, 5.0 out of 5), Martindale-Hubbell® 2016 Estate Planning & Probate (2008 and since 2010), Southwest Super Lawyers® 2016 Trusts & Estates Specialist (since 2004), Board of Legal Specialization, State Bar of Arizona 2015 Top Lawyers of Arizona, Trusts & Estates, The Arizona Republic
Publications
2016 Thomson Reuters (Aspatore), New York Best Practices for Structuring Trusts and Estates 2015 (Treatise & Forms Book, 2012, with 2014 and 2015 supps) DT Publishing Company Arizona Estate Planning: Income, Estate, Gift, and GST Taxation (Co-Author) 2011 Probate and Trust Law Newsletter Decant or Not Decant (in Arizona)? 2010 Estate Planning, Warren, Gorham & Lamont, Thomson Reuters, New York Marital Deduction Formula and GST Tax Severance Planning -- Income Tax Consequences
Associations
2011 - Present Arizona's Finest Lawyers Regular Member 2010 - Present ACTEC (American College of Trust and Estate Counsel) Fellow 2002 - Present American Bar Association Taxation Section, member (Business Law Section, since 2014)
Speaking
2016 Trusts: The Ultimate Guide Marital/Disclaimer Trusts Post-ATRA; Charitable Trusts; Tax Deduction with Trusts; and Other Trust Structures and Issues 2016 ACTEC Annual Meeting Section 642(c) Charitable Deduction Planning and Tracing 2015 Meeting Sophisticated Estate Planning: GRATs, Sales to Grantor Trusts, CRTs, CLTs, Asset Allocations, Fiscal Year Planning, and DNI 2014 Seminar for KJZZ/K-BACH Radio Estate Planning... 2014 CLE by the Sea (Coronado, California) Advanced Estate Planning and Trust/Probate Administration
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Updated: Jul 24, 2026