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The FREE Living Trust Seminar

March 22, 2017 @ 12:00 pm - 2:30 pm

Protecting Yourself & Your Loved Ones —

All are welcome to attend our free lunch seminar to find out:

  • james_phelps_leaning_against_column

    Your presenter: James Phelps, estate planning attorney

    Why merely having a Will (or nothing at all) may cause your loved ones to waste thousands of dollars in needless fees and many months (if not years) in Arizona’s Probate Court system.

  • How a properly drafted Living Trust can protect your loved ones’ inheritances from unexpected crises in their lives, such as divorces, lawsuits and creditors! (A Living Trust that merely avoids probate isn’t good enough anymore!)
  • Why your potentially most valuable assets – your IRAs, 401(k)s and retirement plans – are vulnerable under a recent Supreme Court case, and how to avoid automatic taxation of these accounts when you are gone!
  • How typical Living Trust plans usually force the surviving spouse to endure needless paperwork and legal & accounting fees.
  • How to make sure your plan will work properly when you or your spouse become ill.
  • Why do internet, do-it-yourself, or bargain-priced attorney plans usually fail?

All guests will be offered a free attorney consultation and special fee discount!

NOTE: Registration begins at 11:45



March 22, 2017
12:00 pm - 2:30 pm
Event Category:


James Phelps
(480) 892-2488


Cooper Crossing
1820 E Ray Rd
Chandler, AZ 85225 United States
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