Overview
Practice Areas
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25% Estate Planning
12 years, 1,000 cases
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25% Probate
12 years, 200 cases
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25% Trusts
12 years, 1,000 cases
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25% Wills / Living Wills
12 years, 1,000 cases
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Fees and Payment Types
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Fees
Fixed (Always), Free Consultation (20 minutes), Pro Bono (1%)
Payment types
Cash, Check, Credit Card
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Contact Information
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Languages Spoken
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About Me
Photos (6)
Videos (0)
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As an estate and trust attorney, I use my skills of organization, analysis, and teaching to help people plan for and respond to life's most challenging... more
View all photos and/or videos
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References
Client Reviews
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Posted by:
Peggy and Pete,
2011-11-07
3 months ago.
Client Review:
Mr. Bouman was very helpful in the estate planning process. He takes the time to explain thoroughly all aspects of estate planning - a very...
more
Posted by:
a Estate Planning client,
2011-10-19
4 months ago.
Client Review:
We selected Thomas Bouman based on online reviews and we were not disappointed. We were more than pleased at how comprehensive his services for us...
more
View all 52 reviews
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Peer Endorsements
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I often refer clients, friends and family members to Tom for estate planning purposes. Without fail, all have thanked me for the referral. Tom has...
more
Endorsement from lawyer:
Stephen Banta
, Gilbert (AZ), 5 months ago
I endorse Tom Bouman. He possesses a wealth of knowledge about Arizona estate planning law. He's very systematic and analytical--key traits for...
more
Endorsement from lawyer:
David Karp
, Tucson (AZ), 9 months ago
View all 8 endorsements
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Résumé
License
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11 years since Thomas J Bouman was first licensed to practice law.
| State |
License status |
Year acquired |
Last updated by Avvo |
| Arizona |
Active
|
2000 |
07/10/2008 |
We have not found any instances of professional misconduct for this lawyer.
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Work Experience
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| Position |
Duration |
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Attorney at
Bouman Law Firm
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2005–present
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Attorney at
O'Connell & Bouman, PC
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2000–2005
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Education
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| School |
Major |
Degree |
Graduated |
| University of Arizona College of Law |
Law |
JD - Juris Doctor |
2000 |
| University of Michigan, Ann Arbor |
SMC |
BA - Bachelor of Arts |
1995 |
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Awards
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| Award Name |
Granting Organization |
Date |
| Dean's Scholarship |
University of Arizona |
1997 |
| Real Estate Sales Licensing exam (passed) |
Arizona Dept. of Real Estate |
1995 |
| Insurance Sales - Health/Disability exam (passed) |
Arizona Dept. of Insurance |
1995 |
| Honors - with High Distinction |
University of Michigan |
1995 |
See all 4 awards
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Associations
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| Position |
Association Name |
Duration |
| Member |
Pima County Bar Association |
2010-present
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| Member |
CHET-SE |
2009-present
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| Member |
Wealth Counsel Arizona Forum, LLC |
2006-present
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| Member |
Wealth Counsel, LLC |
2006-present
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| Member |
Carondelet Financial Advisory Council |
2005-present
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| Member |
Probate & Trust Section |
2000-present
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| Member |
State Bar of Arizona |
2000-present
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See all 7 association entries
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Portfolio
Contribution
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Reputation Level 9
View all contributions
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Cases
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Publications
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| Article |
Publication |
Date |
| Arizona Estate Planning Strategies Deskbook: 2011 Edition |
Book published by Lulu Inc |
2011 |
| The Case Against Exemption Portability |
Wealth Counsel Estate Planning Blog |
2011 |
| Arizona Estate Planning Strategies Deskbook: 2010 edition |
Book published by Lulu, Inc. |
2010 |
| Why Estate Planning Matters (5th Ed.) |
Book published by Thomas J. Bouman, PLLC |
2010 |
| Arizona Estate Administration Answer Book: Practical Answers to Common Questions For Any Size Estate in Arizona |
Book published by Lulu, Inc. |
2010 |
| Why Estate Planning Matters (4th Ed.) |
Book published by Thomas J. Bouman, PLLC |
2009 |
| Planning for Life's Most Challenging Transitions |
Book published by Thomas J. Bouman, PLLC |
2007 |
| Corporate Fringe Benefit Offsets Higher Health Care Costs for Small Business |
Article published by Inside Tucson Business |
2004 |
See all 8 publications
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Speaking Engagements
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| Presentation Name |
Conference |
Date |
| Wills, Trusts and Powers of Attorney |
Wills, Trusts and Powers of Attorney |
2011 |
| Wills, Trusts and Powers of Attorney |
Preparing for Gold |
2011 |
| Planned Giving Strategies |
Estate Planning Seminar |
2011 |
| Potential Benefits of the Living Trust |
Estate Planning Seminar |
2011 |
| Essential Components of an Estate Plan |
Estate Planning Seminar |
2011 |
| Trusts and Planned Giving |
Legacy Planning Workshop |
2010 |
| Get your Financial House in Order |
Christ Community Church |
2009 |
| Estate Planning Strategies |
Rancho Vistoso Investing Club |
2008 |
| Truth and Dare: God's Plan for Your Money |
Great Adventure Mens Conference |
2008 |
| Get your Financial House in Order |
Christ Community Church |
2008 |
| Estate Planning |
Family Life Radio (multiple) |
2007 |
| Estate Planning |
Kiwanis |
2006 |
| Estate Planning |
Family Life Radio (multiple) |
2006 |
| Insurance Law |
Park University (Adjunct professor) |
2005 |
| Estate Planning |
Family Life Radio (multiple) |
2005 |
| Top 10 Estate Planning Mistakes |
McDonalds Owner/Operator Boot Camp |
2004 |
| Estate Planning |
Family Life Radio (multiple) |
2004 |
| Get your Financial House in Order |
Christ Community Church |
2003 |
| Estate Planning |
Kiwanis |
2002 |
See all 19 speaking engagements
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