Mark Bregman

Mark Bregman
Member

P: (602) 254-6008
F: (602) 257-4276

Jeannie Collins
Paralegal

Laura Matala-Tala
Administrative Assistant

Mark Bregman, CAP ® *

Member

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). He is a Certified Advisor of Philanthropy (CAP®).

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, and mock trial coach for Saguaro High School.  He has been an alternate committee member of the State Bar discipline committee and former member of the State Bar fee arbitration committee.  He 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.

Practice Areas

  • Basic and Advanced Estate Planning
  • Probate and Trust Administration
  • Estate and Gift Taxation
  • Family Dynamic Analysis
  • Strategic Business Planning
  • Buy/Sell Agreements & Insurance Planning
  • Philanthropic Planning
  • Real Estate Titling & Transactions
  • Community & Separate Property Issues
  • IRA Distribution Elections

Speaking and Writing Presentations

  • 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

Professional Recognitions & Awards

  • Certified Advisor of Philanthropy (CAP®)
  • Founding member of Wealthcounsel
  • Martindale-Hubbell preeminent rating of A-V(5.0)
  • Superlawyer 2015-2020
  • Arizona Finest Lawyers
  • AZ Business Leaders 2020
  • AVVO 10.0

Education

  • Arizona State University, J.D., 1979
  • Virginia Tech, B.A.: Political Science, 1973

Bar Admissions

  • Arizona
  • United States District Court, District of Arizona
  • Ninth Circuit Court, Federal Court of Appeals

* Chartered Advisor in Philanthropy (CAP)

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