Mark A. Bregman, Estates and Trusts Lawyer

 

About Us

Mark Bregman

Mark Bregman

  • Practice Areas: Estate Planning, Probate, Strategic Business Planning, Real Estate
  • Licensed Only in Arizona
    3411 N. 5th Avenue, Suite 309
    Phoenix, AZ 85013
  • Phone: (480) 945-9131
  • Email: Mark@MarkBregmanLaw.com
  • Education: J.D., Arizona State University, 1979; B.A. (Political Science) Va. Tech 1973

I practiced in Scottsdale from 1979 until 2012 and now practice in Central Phoenix.  I was trained as an IRS field agent.  I achieved high distinction honors on the Arizona Bar Examination and have been recognized by my peers and Phoenix Magazine as a preeminent lawyer in Maricopa County, Arizona.

As a frequent lecturer, facilitator, bar association leader and volunteer, I contribute to the fabric of the Phoenix legal and charitable communities. I am a past president of the Scottsdale Bar Association, a former judge pro-tempore for the Maricopa County Superior Courts and have been a volunteer softball coach, mock trial coach for Saguaro High School, and alternate committee member of the State Bar discipline committee. I am a former member of the State Bar fee arbitration committee. I am currently president of the Council for Jews with Special Needs, a 25 year old 501 (c)(3) charity that provides assistance bringing Jewish culture and social activities into the lives of developmental disabled children, young adults and adults.

My training in alternate dispute resolution techniques gives me a balanced perspective toward problem solving; my litigation experience ensures that I zealously approaches each client’s legal needs. I 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 have litigated the limits of protective trusts.

I was also the lead counsel in two important estate and trust cases that have been often written about and the results debated in law review and legal periodicals. The first, in re the Estate and Trust of Pilafas is a 1991 case defining differences between wills and living trusts. It has been cited in many subsequent cases in many jurisdictions for the proposition that when a trust specifies the manner of revocation that method must be followed. In the second case, Gaughan v. The Edward Dittlof Revocable Trust, the 9th Circuit Court of Appeals held that a pre-bankruptcy disclaimer of an inheritance was effective and did not become part of a debtor’s bankruptcy estate. This controversial case remains the standard bearer among disclaimer asset protection cases. I have represented clients in other reported and unreported decisions involving issues of trust law interpretation and the application of spendthrift protection provisions.

My speaking and writing experience includes 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

Published articles include:

 

Lisa Kurtz Keylon, Esq.

Lisa Kurtz Keylon

  • Practice Areas: Estate Planning; Firearms Planning, Asset Protection Planning, Probate and Trust Administration
  • Licensed Only in Arizona
    3411 N. 5th Avenue, Suite 309
    Phoenix, AZ 85013
  • Phone: (480) 945-9131
  • Email: LKK@MarkBregmanLaw.com
  • Education: J.D., Arizona State University, 1992; B.S. (Speech) Northwestern University 1987
I am an Arizona native and grew up with my five siblings near Camelback Mountain after my parents  settled in Phoenix in 1959 to establish my father’s urology practice, Urology Associates, Ltd.
I attended Kiva Elementary School and Xavier College Preparatory in Arizona.  I then went to Evanston, Illinois to attend Northwestern University. I graduated with a Bachelor of Science in Speech, having majored in Theater and Speech Education.  I returned to Phoenix and coached debaters, taught theatre and began coaching lawyers.  With a desire to practice locally,  attending ASU’s College of Law in Tempe, Arizona was a logical choice for where to earn my juris doctorate. While there,  I served as Moot Court Chairman, co-taught “Courtroom as Theatre” and received upon graduation both the Excellence in Advocacy Award and Matheson Service Award.
I started practicing law as a prosecutor in the Vehicular Crimes Division at the Maricopa County Attorney’s Office. Begam, Lewis, Marks & Wolfe then hired me to handle the day to day workings of the Multidistrict Breast Implant Ligitation, for which the firm was the state liaison. In addition to those responsibilities, I was a trial advocate in a successful plaintiffs personal injury and wrongful death practice.  During the next decade, I represented plaintiff victims in a multitude of areas:  juvenile prison release cases,  auto wreck cases, slip and fall cases, burn cases, insurance bad faith cases, nursing home elder abuse cases and the list goes on. I have been published in The Arizona AttorneyThe Advocate, and the ATLA Section Newsletter.  I have served in leadership roles with the American Trial Lawyers Association, the Arizona Trial Lawyers Association and the Arizona Women’s Lawyers Association.
After taking a hiatus to begin a family,  I returned to the practice of law in 2009 when I was invited to serve as lead counsel in a probate dispute.  While working through the issues,  it was clear to me that many of the problems arose because of poor estate planning and poor communication within that family.  I became passionate about helping families avoid this kind of problem by improving their estate plans and by helping them improve family dynamics with better communication strategies.
I try to balance my practice with my family life, which includes my husband, Jim, and two sons, Luke and Sam.  My 83 year old mother lives with me part of the year too.  I am deeply committed to voluntarism and work with the Cub Scouts, in my sons’ school, at Valley Presbyterian Church and have recently served on the Board of Directors for The Junior League of Phoenix, Inc., and on the Executive Council for the Elder Law and Mental Health Law Section for the State Bar of Arizona.I love people.  I love to help.  I hope I can be of some service to you.  For more information please visit www.AheadOfTheCurveLaw.com.