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John R Phillips

John R Phillips

J R Phillips & Associates
  • Estate Planning, Probate, Elder Law
  • Colorado
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Summary

John brings a rich and diverse business and practical business background to the practice of Law. He received his undergraduate degree from Louisiana State University and his Juris Doctor from the University of Denver School of Law where he served on the Law Review. Admitted to practice in 1982, he has handled a variety of types of law, but has found Estate Planning to be the area in which he wishes to specialize. As Director of Sales and Marketing for the National Network of Estate Planning Attorneys, John taught mature lawyers from coast to coast how to develop a client-centered estate planning practice. This involved teaching the technical legal side as well as thorough understanding of clients and their motivations. He taught interviewing and motivational skills as well as the fundamental business techniques required for practice development. He has had a strong business background in both domestic and international business. He has worked in large corporate environments as well as small entrepreneurial ventures. He has had strong experience in both high-tech and consumer products. John has written and teaches extensive Continuing Education courses in Estate Planning for CPAs, CFPs, Attorneys, Investment Executives and Insurance Professionals as well as teaching the academic estate planning module for CFP candidates. He has had articles published in national periodicals. John is also a Certified Financial Planner, an Adjunct Professor at Metropolitan State College in Denver, a member of the Colorado Bar Association, the Arapahoe County Bar Association, the Will and Probate Section of the Colorado Bar Association, National Association of Elder Law Attorneys, and the Better Business Bureau. John is extensively involved in his community serving on several non-profit boards of directors, is active politically, and performs regularly with the Colorado Symphony Orchestra Chorus.

Education
University of Denver
J.D. (1981)
Honors: Law Review
Louisiana State University - University of New Orleans
B.S. (1970)
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Professional Experience
Attorney
J R Phillips & Associates
- Current
Publications
Articles & Publications
Will Versus Trust: Which Is Better
Personal Financial Planning Monthly
Speaking Engagements
Federal Fiduciary Income Tax Workshop, Denver, CO
Foxmoor Continuing Education
Taught this class to CPS's and accountants and received a 4.7 out of 5 for content and 4.9 out of 5 for delivery
Estate Planning Made Understandable, Denver
National CE
Variously Approved for CPA, CLE, Insurance and CFP Continuing Education Credits
Estate Planning Techniques for Mid-Sized Estates, Denver
National CE
Taught CLE course many times around the country
Living Trusts, Denver
Basic seminar presented over 200 times in Denver Metro area
Estate Planning 101, Denver
Basic seminar presented over 200 times in Denver Metro area
Certifications
Certified Financial Planner
Colorado FPO
Professional Associations
Colorado Bar Association # 11834
Member
Current
National Academy of Elder Law Attorneys
Member
- Current
Jurisdictions Admitted to Practice
Colorado
Fees
  • Free Consultation
    Your initial consultation is always free.
  • Credit Cards Accepted
    Visa, MasterCard, and Discover
Practice Areas
  • Estate Planning
  • Probate
  • Elder Law
Languages
  • English: Spoken, Written
Social Media
Websites & Blogs
Website
Contact & Map
7700 East Arapahoe Road
Suite 100
Centennial, CO 80112
USA
Telephone: (303) 741-2400
Golden Office
Office Evolution
14143 Denver West Pkwy., Suite 100
Golden, CO 80401
USA
Telephone: (303) 741-2400