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Mark Bregman

About me

I help families understand and plan for the transition of wealth and values at the lowest possible overall cost.  I create plans designed to preserve and protect family values and their wealth. When decedents fail to plan or the plan does not work, I help resolve disputes between interested parties.

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Practice areas

Licensed

  1. Estate Planning: 75%
    36 years
  2. Probate: 25%
    26 years

Payment

Fees:

Hourly ($300-450/hour), Fixed (sometimes), Retainer (always), Free consultation (15 minutes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

10 total 

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  • Whitney L. Sorrell

    Ive known Mark for about 15 years and can honestly say he is among the top estate planning lawyers in Phoenix. I respect his experience and knowledge, but also appreciate his good nature. Mark genuinely cares about his clients and the community of lawyers with whom he interacts. You cannot go wrong with Mark Bregman.

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    Whitney Sorrell Estate Planning Attorney
    Relationship: Worked together on matter

  • Karen Anne Richman

    When you meet Mark Bregman, you immediately understand why he has the reputation of being one of Arizona's finest estate planners. He is unmatched as a source of information, guidance and leadership in estate planning and probate. His attention to detail is without peer and he never hesitates to share his extensive legal knowledge with other estate planners. Mark is a great asset to the legal community and I am proud to endorse him.

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    Karen Richman Estate Planning Attorney
    Relationship: Worked together on matter

Contact info

Dyer & Ferris, LLC

3411 N. 5th Avenue
Phoenix, AZ, 85013-3811

Resume

License
StateStatusAcquiredUpdated
AZActive 197907/14/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Super LawyerSuper Lawyers2016
Super LawyerSuperLawyers2015
Arizona Finest LawyerArizona Finest Lawyers2012
A-V 5.0 out of 5.0 RatingMartindale-Hubbell1997
Work experience
TitleCompany nameDuration
Senior MemberDyer Bregman & Ferris, PLLC2015 - Present
attorneyLaw Office of Mark Bregman2012 - 2015
managing attorneyBregman Burt Feldman2009 - 2012
managing attorneyBregman & Burt1996 - 2009
managing attorneyBregman & Bregman1989 - 1996
sole practitionerMark A. Bregman, Ltd.1979 - 1989
Associations
Association namePosition nameDuration
Maricopa County Bar AssociationAttorney2013 - Present
Council for Jews with Special NeedsPresident2011 - 2013
Jewish Community FoundationMember, Professional Advisory Committee2010 - Present
Wealthcounsel Advisors ForumMember2007 - 2012
Arizona Community Foundaton & Jewish Community FoundationMember, Tax & Legal Seminar Committee2007 - 2011
Scottsdale Bar AssociationPresident2004 - 2005
WealthcounselFounding Member2000 - Present
Arizona Forum of Estate PlannersMember1999 - Present
Scottsdale Bar AssociationDirector1994 - 2004
Legal cases
Case nameOutcome
In re CostasPrebankruptcy disclaimer planning approved.
In re Estateof PilafasMissing Trust validated
See all legal cases 
Publications
Publication nameTitleDate
Maricopa LawyerNew Rules for IRAs2001
Arizona Community FoundationCRTs: How Many Goals Can One Strategy Fulfill2001
Education
School nameMajorDegreeGraduated
Arizona State University Sandra Day O'Connor College of LawLawJD - Juris Doctor1979
Virginia Polytechnic Institute and State UniversityComparative PoliticsOther - Bachelors1972
Speaking engagements
Conference nameTitleDate
Step-up Basis after ATRA 2012Portability, Bypass Trusts, and Capital Gains2014
Prescott Summer MeetingCommunity Property in AZ after Kirkes2014
Prescott Summer MeetingAnatomy of Estate Planning Analysis2014
NBI audio teleconferenceIncome tax versus estate tax considerations in Trust Planning2014
Arizona ForumStep Up Basis and Portability2014
Arizona ForumPreliminary Trust Administration Guidelines2012
2012 Ethical ConsideratonsEthics2012
Drafting Effective Wills and TrustsFundamental Principles of Wealth Transfers2011
2011 Ethical ConsiderationsEthics2011
Meeting Special Needs of Your Elderly Clientsestate planning for elderly2009
Irrevocable TrustsMaking the Best Use of Irrevocable Life Insurance Trusts2008
Arizona Estate Planning and Probate Practice for ParalegalsAssisting with Estate Planning2008
706 Preparation for Paralegals706 return preparation2008