Stephen Phelps, who retired in 2009 after 30 years of law practice, is the original founder of Phelps LaClair. As a young attorney back in the early 1980’s, Stephen had the courage to “hang out his shingle” and, as he puts it, sit around and wait for the phone to ring… and ring it did! Over his 30 years of practice, Stephen helped thousands of clients plan for the future. Stephen was preparing Living Trusts for his clients at a time when hardly anyone knew what a Living Trust was. Today, those trusts have withstood the test of time and have served his clients and their families well.
Stephen is loved by his clients. They appreciated his experience, practical wisdom and sense of humor as he counseled them – not just as their attorney but as their close friend.
Stephen’s son, James, and all of us at Phelps LaClair are grateful for his foresight because we now have the privilege of working with the families who he counseled, and we see their estate plans work in real life… and they really do work!
Stephen and his wife Carolei are now enjoying their 10 children and 48 grandchildren (and still counting). Every single child and grandchild lives within 20 minutes of “Grammy and Papa’s” house, so needless to say, they are not bored in their retirement. That is their legacy!
James Phelps is a partner at Phelps LaClair. Born and raised in Arizona, James has strong ties to the state where his family has resided for several generations. He developed a passion for the practice of law at a young age when he worked alongside his father, who is also an estate planning attorney, for many years before attending law school. James has been practicing law since 1999 and devotes his law practice exclusively to estate planning and trust administration and enjoys helping clients achieve peace of mind by preventing “fires” instead of having to put them out.
James has counseled thousands of clients who have benefited from trusts and estate plans that protect wealth, minimize estate taxes and avoid probate. His clients come from all walks of life and have both modest and wealthy estates. James has the unique experience of having handled hundreds of trusts and estates after people have passed away and knows what works and doesn’t when the time comes. James truly enjoys educating others on the importance of estate planning and presents dozens of estate planning seminars each year to organizations, clients and the public.
James graduated summa cum laude in accounting from Arizona State University in 1996, after which he attended law school at J. Reuben Clark Law School and graduated cum laude in 1999. He is a longstanding member of the State Bar of Arizona Probate and Trust Section, WealthCounsel, the Maricopa County Bar Association and the J. Reuben Clark Law Society.
James and his wife, Jolene, have three very active children. He is passionate about living a healthy and balanced life and loves to coach and play competitive tennis. James shares his love of sports with kids as a volunteer coach, and on weekends he enjoys backpacking, camping, paddle boarding and other high adventure activities.
Jeffrey LaClair is a partner at Phelps LaClair and an experienced estate planning and tax attorney. Jeffrey focuses his practice in the areas of estate planning, taxation, asset protection and business planning. Jeffrey designs customized plans using trusts, LLCs and other entities to help clients protect their assets, minimize taxes and avoid probate.
Jeffrey received his Masters of Laws degree in Taxation with a specialization in Estate Planning from New York University, the top tax program in the country. Jeffrey graduated valedictorian of his law school class and holds a law degree, summa cum laude, from St. Thomas University School of Law (Miami, Florida). Jeffrey received a bachelor’s degree in business administration from Western Michigan University, Haworth College of Business, with a major in personal finance.
Starting off in the finance industry, Jeffrey has always enjoyed helping families plan for the future. In his early years as a lawyer, Jeffrey combined his passion of helping others with his understanding of the tax laws by focusing on tax planning and tax controversy work. Now, after having seen first-hand the financial and emotional stress that comes with family fights and IRS disputes, Jeff focuses his practice on comprehensive estate planning that integrates tax planning and business succession planning to proactively avoid family and IRS disputes from happening down the road.
Jeffrey has a particular interest in helping families with special needs children. As a student, Jeffrey had the opportunity to teach students with developmental disabilities and coach Special Olympics. During his career, Jeffrey has worked with various organizations devoted to assisting individuals with disabilities including the Arc of Arizona, the National Alliance on Mental Illness and the Special Olympics (Arizona).
Jeffrey is admitted to practice in the states of Arizona, New York and Florida. Prior to joining Phelps LaClair, Jeffrey was an attorney with Mazur Carp & Rubin (now Schiff Hardin, LLP) in Manhattan, New York and Nason, Yeager, Gerson, White & Lioce, P.A., in West Palm Beach, Florida. Jeffrey is a member of the East Valley Estate Planning Council and WealthCounsel.
Jeffrey resides in Chandler, Arizona and enjoys spending time with his family and friends, playing sports, hiking, mountain biking and exploring the Arizona outdoors.
Shaun has been practicing law in Arizona for almost a decade. Before moving into the world of estate planning, he practiced in the area of state and local tax litigation for the state government before moving to the private sector. Shaun has seen firsthand how stressful litigation can be. He is committed to working with his clients to design estate plans that keep them in control of their legacies and out of the courtroom.
Shaun is originally from Pennsylvania, but he came to love the Valley of the Sun when he attended Arizona State University where he earned his bachelor’s degree, after which he received his law degree at Temple University’s James E. Beasley School of Law. After law school, Shaun moved back to Arizona permanently to pursue his law career.
When he isn’t helping Arizonans secure their future with peace of mind, Shaun enjoys hiking, road trips, trivia, and sports. He also enjoys puns way too much. Shaun is active in the community, participating in events and volunteering for organizations like Habitat for Humanity and the Arizona Animal Welfare League. Shaun is passionate about helping others and wants to ensure that his clients and their assets are well-protected and secure.
Chelsea Alisoglu is an experienced paralegal who joined the Phelps LaClair team in 2017. Her in-depth knowledge of estate planning allows her to effectively communicate with clients and assist them with understanding their estate plans and navigating the probate process.
Chelsea received her Bachelor of Arts Degrees in Political Science and English at Oakland University in Rochester, Michigan. Before becoming an estate planning paralegal, Chelsea worked in corporate and civil litigation during and after pursuing her education and in family law after relocating to Arizona. Having previously worked in contentious areas of law, Chelsea truly appreciates the selfless and compassionate nature of estate planning.
As a Michigan native, Chelsea enjoys taking advantage of Arizona’s weather and diverse landscape, traveling, reading, cooking, and spending time with her family and dog, Freya.
Emily has been a valued member of the Phelps LaClair team since February 2019. As a nationally certified Paralegal and Notary for the State of Arizona, Emily excels at assisting clients with the details needed to make an estate plan run smoothly.
After graduating from Phoenix College in 2015 with a degree in Applied Science in Paralegal Studies with high distinction, Emily worked for a disability law firm in Scottsdale helping those in need apply and receive disability benefits. Having grown up in Mesa, Emily eagerly accepted a position with Phelps LaClair, where she continues to enjoy helping others as they put their plans in place to protect and provide for their businesses, families, and loved ones.
In addition to working at Phelps LaClair, Emily enjoys spending time with her four children, dog Romeo, and her family and friends.
Michelle joined Phelps LaClair as Team Coordinator in 2018. Michelle has a strong background of customer service and providing support to the entire team. A New Mexico native, Michelle has been enjoying the Valley for the last 18 years. She enjoys spending time with family, including her husband and two puppies, cooking, and couponing. Her passion is helping the less fortunate.
Lananh Wong is the latest addition to the Phelps LaClair team. As Marketing Director for the firm, she brings a wealth of experience as a high-level marketing executive. Her expertise has helped a broad range of companies from small start-ups to large multi-billion-dollar organizations. Lananh graduated with honors from Grand Canyon University in Phoenix, Arizona, with a Bachelor of Science in Marketing. She is a certified leader through her completion of an intensive leadership training and personal development program, Leadership Breakthrough, from Rapport Leadership International in Las Vegas, Nevada.
Lananh joined the team because of the positive impact Phelps LaClair makes in the lives of its clients and the whole community. Planning for when you pass away is difficult to think about, but knowing that proper estate planning saves time, money, and heartache, Lananh knew it was her calling to join a company that is bettering people’s lives. It is her mission to educate all of Arizona on the importance of estate planning.
Born and raised in Arizona, Lananh resides in Chandler with her husband and “son” – a little Jack Russel Terrier dog. She enjoys binging TV shows, organizing things, and spending time with her friends and family. Her favorite sports team is the Arizona Cardinals as proven by her extensive memorabilia collection.