Arizona Estate & Trust Law, Plc

Estate Planning / Estate Administration / Trust Administration

Attorney Paul Dunn

Attorney Paul Dunn

Avvo Profile

AmazonBestSeller(small),

Mr. Dunn is one of the attorneys featured in A Cup of Coffee With 10 Leading Attorneys In The United States. The book was awarded Amazon’s coveted Best Seller Status, and sales of the book have provided more than 30,000 meals to feed hungry children in America.

Typical estate planning matters include:

  • Preparing revocable living trusts, testamentary Wills, durable powers of attorney, living wills and health care powers of attorney, life insurance trusts, and charitable trusts.
  • Advising and assisting clients with tax and transfer consequences relating to various types of property ownership.
  • Advising and assisting clients with beneficiary designations and distributions for life insurance,  IRAs, and qualified retirement plans.

Typical estate and trust administration matters include:

  • Helping personal representatives and trustees collect and value assets for tax reporting and beneficiary distribution purposes.
  • Assisting personal representatives and trustees with the legal and accounting matters associated with the post-death administration of decedent assets.
  • Preparing estate and income tax returns for estates and trusts.