Mark BregmanMark Bregman 

Estate Planning
602-254-6008
mabregman@dbfazlaw.com

Legal Assistant: Kimberly Graf
kgraf@dbfazlaw.com

Mark practiced in Scottsdale from 1979 until 2012. He was trained as an IRS field agent and achieved high distinction honors on the Arizona Bar Examination. He is recognized by his peers and Phoenix Magazine as a preeminent lawyer in Maricopa County, Arizona, is A-V rated (highest rating awarded) by Martindale Hubbell and has been selected to Arizona Finest Lawyers™ (limited to the top 10% of lawyers in Arizona) and Super Lawyers™ (limited to the top 5% of Arizona lawyers).

As a frequent lecturer, facilitator, bar association leader and volunteer, he contributes to the fabric of the Phoenix legal and charitable communities. He is past president of the Scottsdale Bar Association, a former judge pro-tempore for the Maricopa County Superior Courts and has been a volunteer softball coach, mock trial coach for Saguaro High School and alternate committee member of the State Bar discipline committee. He is a former member of the State Bar fee arbitration committee and is a past president of the Council for Jews with Special Needs, a 30 year old 501 (c)(3) charity that provides assistance bringing Jewish culture and social activities into the lives of developmentally disabled children, young adults, and adults. His training in alternate dispute resolution techniques gives him a balanced perspective towards problem solving, and his litigation experience ensures that he zealously approaches each client’s legal needs.

He was a lead probate attorney in landmark probate litigation that established in Arizona the enforceability of a living trust as a contract; was the lawyer responsible for the decision approving pre-bankruptcy disclaimer planning that has nationwide significance, and has litigated the limits of protective trusts.

 

Education

  • JD.  Arizona State University, 1979
  • BA. (Political Science) Va. Tech 1973

Practice Areas

  • Estate Planning
  • Probate
  • Strategic Business Planning
  • Real Estate

Licensed Only in Arizona**

Speaking and writing experience includes the presentations on the following topics:

  • Preparing 706 Estate, Gift, and Generation Skipping Tax Returns (National Teleconference)
  • Using ILITs in Estate Planning (National Teleconference)
  • Drafting Effective Arizona Trusts
  • Estate Planning and Recovery for Elderly Clients
  • Protecting Personal Assets and Minimizing Estate Taxes at Death
  • Disclaimers
  • Fundamental Probate Practices and Procedures
  • Assisting with Estate Planning (for Paralegals)
  • Probate Process from Start to Finish
  • ILITs
  • Ethical Considerations in Estate Planning
  • Spousal Rights and Family Maintenance Meeting the Special Needs of the Elderly

Mark has also compiled some videos based off questions he receives.

What Is Estate Planning?

What Are The Typical Estate Planning Documents?

 

What Is Probate And How Can It Be Avoided?

What Is A Living Trust?

 

What Is A Living Will?

What Is An Irrevocable Life Insurance Trust?

 

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Dyer Bregman & Ferris, PLLC

3411 N 5th Ave, Suite 300, Phoenix, AZ 85013