In Arizona, with the proliferation of “document preparers”, the funding of trusts is often overlooked. It is either not done at all or not done correctly. This is because all document preparers that I have dealt with leave the client with the responsibility of funding the trust. This is why the price for trusts prepared by document preparers is quite minimal because undertaking efforts to fund the trust are typically more expensive than the drafting of the documents. It is a good example of “you get what you pay for”.
As a result, the first step in administering a trust is to ensure it has been properly funded.
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Thomas J. Murphy is the founder of Murphy Law Firm, Inc. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships) and tax controversies. Mr. Murphy is one of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in more than 100 jury trials.
Agenda
Faculty
Thomas J. Murphy
Murphy Law Firm, Inc.
- Attorney and Founder of Murphy Law Firm, Inc. in Phoenix, AZ
- Over 40 years of experience with practice focusing on probate law, estate planning, elder law, and tax law and planning for the disabled and those with special needs
- Author of nearly 100 articles that have been published in many national and state professional journals focusing on a wide variety of legal and tax matters
- Has spoken to thousands of attorneys, accountants, and financial advisors and has appeared on several local television and radio stations to discuss tax and legal issues affecting the elderly and their families
- Served on numerous state and county bar association committees and was selected to be the State Bar representative to the Arizona Supreme Court’s Committee on Reform of Lower Jurisdiction Courts
- One of the most experienced trial attorneys in the Southwest, having been the sole or lead counsel in over 100 jury trials; has successfully litigated cases in the United States Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals and has represented clients before all levels of the Internal Revenue Service and Arizona Department of Revenue
- Can be contacted at [email protected] or 480-838-4838
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