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Mark Bregman
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Mark Bregman

Practice areas:

Estate Planning, Probate

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 since 1979

  1. Estate Planning: 75%
    35 years
  2. Probate: 25%
    25 years

Payment

Fees:

Hourly ($300-450/hour), Fixed (Sometimes), Retainer (Always), Free Consultation (15 minutes)

Payment Types:

Cash, Check

Attorney Endorsements

8 total 

  • Christopher D Soto

    Mark is a lawyer's lawyer. He combines years of experience with the highest level of legal expertise to craft excellent results for his estate planning and probate clients. I wholeheartedly endorse Mark Bregman.

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    Christopher Soto Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Charles R Walker

    I endorse this lawyer. While we are in different geographic areas, I have worked with Mark for over a decade. We have some common clients due to clients having different needs. He is the best co-counsel to avoid litigation matters and work solutions to the best of the client. I strongly endorse Mark Bregman.

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    Charles Walker Trusts 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

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Arizona Finest LawyerArizona Finest Lawyers2012
A-V 5.0 out of 5.0 RatingMartindale-Hubbell1997

Work Experience

TitleCompany NameDuration
attorneyLaw Office of Mark Bregman2012 - Present
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

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Publications

Publication NameTitleDate
Maricopa LawyerNew Rules for IRAs2001
Arizona Community FoundationCRTs: How Many Goals Can One Strategy Fulfill2001

Education

School NameMajorDegreeGraduated
Sandra Day O'Connor College of LawLawJD - Juris Doctor1979
Virginia TechComparative PoliticsBA PolSc1972

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