This 3-day program may qualify for 12 hours MCLE (up to 4 MCLE hours per day).

THURSDAY, JULY 18, 2013

New Wealth Transfer Tax Legislation, Estate Planning Techniques and Current Developments in Trust and Estate Planning

• Analysis of New Wealth Transfer Tax Legislation and Proposals and Related Planning Techniques
• Current Tax Talk in Washington
• Update on Advanced Planning Techniques in the Current Economic Environment
• Current Developments with Grantor Trust Planning
• Modification and Early Termination of Irrevocable Trusts: Nonjudicial Settlement Agreements under A.R.S. § 14-10111, Modification and Termination Under A.R.S. § 14-10410 et seq., and Decanting
• Other Current Developments in Estate Planning

Faculty:
David L. Case, Tiffany & Bosco PA
Gregory V. Gadarian, Gadarian & Cacy PLLC
T. James Lee, Fennemore Craig PC

FRIDAY, JULY 19, 2013

The Arizona Trust Code: An Overview of the Law, New Changes and Planning Opportunities

• Overview of the ATC, Including New Changes
• Notice and Reporting Requirements and Planning When and How to Avoid Them
• Creditor Protection Planning Techniques
• Analysis and Planning for Use of the Trust Protector
• Case Developments Involving the UTC and ATC
• Other Planning Opportunities under the ATC

Faculty:
Ana Maria Perez-Arrieta, Bogutz & Gordon PC
Les Raatz, Dickinson Wright/Mariscal Weeks

SATURDAY, JULY 20, 2013

Probate, Guardianships and Conservatorships; The New Rules in Review;
The New Probate Manual; Trust and Estate Litigation Update

• Overview and Explanation of the New Rules for Probate, Guardianship and Conservatorship Administration
• Analysis of Practical and Economic Effects of New Statutes and Probate Rules on Fiduciary Administration of Decedent’s Estates, Guardianships, Conservatorships, and Trusts
• Review of and Insights for the New Arizona Probate Practice Manual
• Explanation and Review of the New Forms for Probate, Guardianship and Conservatorship Administration
• Case Developments Involving Probate and Trust Litigation
• Changes Wrought by New Statutes and Probate Rules on Litigation in Probate Court
• Current Developments in Alternative Dispute Resolution for Probate Court Matters

Faculty:
Hon. Jay M. Polk, Maricopa County Superior Court
Louis F. Comus, Jr., Fennemore Craig PC
Lauren L. Garner, Jaburg & Wilk PC