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"I have worked with many attorneys in my career and Mark is absolutely outstanding. He grasps complex issues quickly, simplifies, and advises practical solutions. Mark and his staff are very responsive and truly care about their clients and advisors such as myself. The clients I have referred to Mark are extremely satisfied with his outstanding service."

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Practice Areas: Estate Planning, Probate, Strategic Business Planning, Real Estate

Phone: 480-945-1800 Ext. 104

Email: Mark.Bregman@azbar.org

Education: J.D., Arizona State University, 1979; B. A. (Political Science) Va. Tech 1973

Mark has practiced in downtown Scottsdale since graduating in the top 25% of his class from the Arizona State University College of Law in 1979. Prior to law school, he was trained as an IRS field agent. He achieved high distinction on the Bar Examination and has been recognized by his peers and Phoenix Magazine as a preeminent lawyer in Maricopa County.

As a frequent lecturer, facilitator, bar association leader and volunteer, Mark contributes to the fabric of the Phoenix legal and charitable communities. He is a 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 director of the Council for Jews with Special Needs.

Mark’s training in alternate dispute resolution techniques gives him a balanced perspective toward problem solving; his litigation experience ensures that he zealously approaches each client’s legal needs. Mark was a lead 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.

Mark’s 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:

• Charitable Remainder Trusts: How Many Objectives Can One Strategy Satisfy, May/June 2001, Planned Giving, the newsletter of the Arizona Community Foundation
• Changes to Individual Retirement Accounts, The Maricopa Lawyer (2002).

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