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

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

 

Tuesday, July 21, 2015

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

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