Estate Planning, Trust & Probate Track

TRACK CHAIR: David L. Case, Phoenix Tiffany & Bosco, P.A.

This program track may qualify for up to 12.0 hours MCLE, all of which may be Estate and Trust Specialization (up to 4.0 hours MCLE daily).

Monday, July 20, 2015 - 8:15 am - 12:30 pm

Trust & Estates Updates

Estate Planning, Wealth Transfer Tax Planning, Income Tax Planning, and Current Developments.

  • Updates on Wealth Transfer Tax Rules and Proposals, and Related Planning Techniques
  • Revisiting Planning with Portability of Unused Estate Tax Exemption of Spouse
  • Current Developments with Grantor Trust Planning
  • Current Developments for Other Income Tax Issues for Trusts and Estates
  • Current Tax Talk in Washington
  • Estate Planning Potpourri—Panel Discussion and Attendee Question & Answer

FACULTY: Colleen A. Cacy, Gadarian & Cacy, PLLC; David L. Case, Tiffany & Bosco, P.A.; Gregory V. Gadarian, Gadarian & Cacy, PLLC; Les Raatz, Dickinson Wright, PLLC

Tuesday, July 21, 2015 - 8:15 am - 12:30 pm

The Arizona Probate Code & Arizona Trust Code

New Statutory Changes, Planning Opportunities, and Hot Topics.

  • Overview of Recent Arizona Probate Code and Trust Code Statutory Changes
  • Panel Discussion on Recent Developments for In Terrorem Clauses, Constructive Trusts and Contracts for Testamentary Disposition
  • Carrying Out the Intent of Your Client After Death: The Effects of In Terrorem Clauses, Trust Code Provisions for Modification and Early Termination of Irrevocable Trusts, Nonjudicial Settlement Agreements, Decanting, Use of Trust Protectors

FACULTY: Colleen A. Cacy, Gadarian & Cacy, PLLC; David L. Case, Tiffany & Bosco, P.A.; Gregory V. Gadarian, Gadarian & Cacy, PLLC; Shirley L. Kovar, Henderson, Caverly, Pum & Charney, LLP

Wednesday, July 22, 2015 - 8:15 am - 12:30 pm

New Developments For Arizona Probate, Guardianships and Conservatorships

Includes discussions about the new Arizona Probate Manual; and a Trust and Estate Litigation Update.

  • Hands-On Review Of and Insights For the New Arizona Probate Practice Manual, including Explanation, Analysis and Application of Forms
  • Recent Updates for the New Rules for Probate, Guardianship and Conservatorship Administration
  • Update on the New Forms for Probate, Guardianship and Conservatorship Administration
  • Overview of the Probate Code and Title 14 -- Options and Alternatives
  • Analysis of Differences Between Civil and Probate Litigation -- Traps for the Unaware
  • Case Law Developments Involving Probate and Trust Litigation

FACULTY: Louis F. Comus, Fennemore Craig, P.C.; Elizabeth N. Rollings, Fleming & Curti, PLC; T. J. Ryan, Frazer Ryan Goldberg & Arnold, LLP