Mark Bregman

PRO

Mark Bregman

5.0
Rating: 10.0

Licensed for 46 years

Estate planning Lawyer at Phoenix, AZ
Practice Areas: Estate Planning, Probate

3003 North Central, Suite 2600, Phoenix, AZ

Free Consultation

About Mark

Biography

Contested or Uncontested Probate and Trust Administrations; Basic to Complex Customized Estate Plans

Practice Areas

2

Practice Areas

Estate Planning 75%

Design and implementation of trust based estate planning concentrating on estates subject to estate taxes and clients seeking enhanced asset protection planning and advanced estate planning strategies.

46 years

75%
Probate 25%

Administration of uncontested cases and consultation on and litigation of contested probate issues

36 years

25%

Fees and Rates

Cost

Free Consultation

$0 first 15 minutes

Retainer

Always


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Client's Choice
Client's Choice
2015
AV Preeminent Peer Review Rating

Licenses

Licensed in Arizona for 46 years

State: Arizona

Acquired: 1979

Active

No misconduct found

Location

DYER BREGMAN & FERRIS, PLLC

3003 North Central, Suite 2600, Phoenix, AZ, 85012

dbfazlaw.com/staff-list/

Online Presence

Other places you can find Mark online.

Mark Bregman's Reviews

Avvo Review Score

5.0 /5.0

16 Client Reviews

Filter Avvo Reviews (16) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 16 reviews

Posted by William | June 02, 2021 | Hired Attorney

Working with Mark Bergman on my Trust

Mark was very professional and knowledgeable about what I needed to do.He made me and my daughter at ease working with him.

Posted by anonymous | May 18, 2021

Knowledgeable and kind

Mark Bregman was able to help me understand my legal options in a clear and concise manner. He was patient and kind on the phone, then provided a detailed analysis of a complicated legal document. In this hurry-hurry world, Mark was generous with his time, and I am grateful for his wise counsel.

Posted by Alison | February 22, 2021 | Hired Attorney | Estate Planning

Outstanding law firm.

We have a 40-year-old daughter with autism, epilepsy, and developmental delays, and being referred to Dyer, Bregman and Ferris is one of the best things that ever happened to us as parents of an adult with special needs. In addition to helping us create an estate plan that makes us feel confident abo...ut our daughter’s future, Mark and his team of amazing people—and absolutely EVERYONE we have met at this firm is amazing—have been wonderful about helping us navigate the special needs system. Thank you to everyone at DBF!

Posted by June | September 09, 2020 | Hired Attorney | Trusts

Trust Matter

Mark Bregman was referred to us in order to handle a matter of Trust. I am extremely grateful for his wealth of knowledge and abundance of common sense in navigating the AZ legal system. His valuable insight and competence made a difficult transition manageable. I would have no hesitation in high...ly recommending him.

Posted by Amy | March 26, 2019 | Hired Attorney | Estate Planning

Knows His Stuff

It was a pleasure working with Mark and his team to get our trust documents in order. He asked the questions that made us think enabling us to have a thorough plan for the future.

See All Client Reviews

Mark Bregman's Lawyer Endorsements

Endorse Mark
Whitney L. Sorrell headshot
Whitney Sorrell

Estate planning lawyer | Oct 08

Relationship: Worked together on matter

"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."

Karen Anne Richman headshot
Karen Richman

Estate planning lawyer | Sep 29

Relationship: Worked together on matter

"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."

Christopher D Soto headshot
Christopher Soto

Estate planning lawyer | Jul 31

Relationship: Fellow lawyer in community

"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."

Charles R Walker headshot
Charles Walker

Estate planning lawyer | Jan 20

Relationship: Worked together on matter

"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."

Donna G Heller headshot
Donna Heller

Estate planning lawyer | Jan 19

Relationship: Fellow lawyer in community

"Mark has extensive knowledge about estate planning, and provides compressive and practical solutions. What sets him apart is his heart – both in the high degree of caring about his clients needs and his generous donation of time to assist his colleagues. I could not recommend him more highly."

Gregory Christopher Poulos headshot
Gregory Poulos

Estate planning lawyer | Jan 19

Relationship: Fellow lawyer in community

"Mark is a consummate estate and trust lawyer. His breadth of knowledge in the field is just amazing. Until I met Mark I never had a mentor in the practice of law, but he has been that and more since I met him. Mark's clients are very fortunate to have his experience and knowledge available to guide them through often complex and sensitive issues. I endorse Mark without reservation."

Timothy W Holt headshot
Timothy Holt

Estate planning lawyer | Aug 01

Relationship: Fellow lawyer in community

"Mark is simply one of the smartest guys I know. His understanding of complex trust and tax issues is unsurpassed. I see him as a true leader in the estate planning community."

Kenneth L Neeley headshot
Kenneth Neeley

Estate planning lawyer | May 14

Relationship: Fellow lawyer in community

"Mark is well known in Arizona as one of the "go to" attorneys for estate planning, probate, and trusts. He has a wealth of experience over his career that allows him to recognize and understand issues that many other estate planning attorneys would miss. And, he's a genuine and likable guy who defies the stereotype of the mean, scary, stuffy attorney. I refer cases to Mark without any concern."

Henry C Weatherby headshot
Henry Weatherby

Trusts lawyer | May 09

Relationship: Worked together on matter

"Mark is an excellent attorney. I have known him for nearly 20 years and would happily suggest to anyone including my own family that he is someone they could trust and rely upon for advice and counsel."

Ilene L. McCauley headshot
Ilene McCauley

Estate planning lawyer | Mar 23

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. I have worked closely with Mr. Bregman professionally for the last 10 years. He is an outstanding professional. He is extremely knowledgeable in this area of practice. When I am unable to represent a client due to conflict of interest or other professional reasons, I am very comfortable referring them to Mr. Bregman"

View All Endorsements
Yaser Ali headshot
Yaser Ali

Estate planning lawyer

Robert J Lord headshot
Robert Lord

Tax lawyer

David I. Karp headshot
David Karp

Estate planning lawyer

Becky L. Cholewka headshot
Becky Cholewka

Estate planning lawyer

Annette L Gerhardt headshot
Annette Gerhardt

Estate planning lawyer

Christopher D Soto headshot
Christopher Soto

Estate planning lawyer

David J Harowitz headshot
David Harowitz

Estate planning lawyer

Lisa Kurtz Keylon headshot
Lisa Keylon

Estate planning lawyer

Lori I Woodward headshot
Lori Woodward

Estate planning lawyer

Donna G Heller headshot
Donna Heller

Estate planning lawyer

Gregory Christopher Poulos headshot
Gregory Poulos

Estate planning lawyer

William S. Graves headshot
William Graves

Estate planning lawyer

Brian M Blum headshot
Brian Blum

Bankruptcy and debt lawyer

Kenneth L Neeley headshot
Kenneth Neeley

Chapter 7 bankruptcy lawyer

Experience

Rating:  10.0 (Superb)

Honors

2020

Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

2017

Super Lawyer, Super Lawyers

2016

Super Lawyer, Super Lawyers

2015

Super Lawyer, SuperLawyers

2012

Arizona Finest Lawyer, Arizona Finest Lawyers

1997

A-V 5.0 out of 5.0 Rating, Martindale-Hubbell

Work Experience

2015 - Present

Senior Member, Dyer Bregman & Ferris, PLLC

2012 - 2015

attorney, Law Office of Mark Bregman

2009 - 2012

managing attorney, Bregman Burt Feldman

1996 - 2009

managing attorney, Bregman & Burt

1989 - 1996

managing attorney, Bregman & Bregman

1979 - 1989

sole practitioner, Mark A. Bregman, Ltd.

Associations

2013 - Present

Maricopa County Bar Association

Attorney

2010 - Present

Jewish Community Foundation

Member, Professional Advisory Committee

2000 - Present

Wealthcounsel

Founding Member

1999 - Present

Arizona Forum of Estate Planners

Member

2011 - 2013

Council for Jews with Special Needs

President

2007 - 2012

Wealthcounsel Advisors Forum

Member

2007 - 2011

Arizona Community Foundaton & Jewish Community Foundation

Member, Tax & Legal Seminar Committee

2004 - 2005

Scottsdale Bar Association

President

1994 - 2004

Scottsdale Bar Association

Director

Sample of Legal Cases

In re Costas

Prebankruptcy disclaimer planning approved.

In re Estateof Pilafas

Missing Trust validated

See More Legal Cases

Education

1979

Sandra Day O'Connor College of Law

JD - Juris Doctor

1972

Virginia Tech

BA PolSc

Speaking Engagements

2014

Step-up Basis after ATRA 2012

Portability, Bypass Trusts, and Capital Gains

2014

Prescott Summer Meeting

Community Property in AZ after Kirkes

2014

Prescott Summer Meeting

Anatomy of Estate Planning Analysis

2014

NBI audio teleconference

Income tax versus estate tax considerations in Trust Planning

2014

Arizona Forum

Step Up Basis and Portability

2012

Arizona Forum

Preliminary Trust Administration Guidelines

2012

2012 Ethical Consideratons

Ethics

2011

Drafting Effective Wills and Trusts

Fundamental Principles of Wealth Transfers

2011

2011 Ethical Considerations

Ethics

2009

Meeting Special Needs of Your Elderly Clients

estate planning for elderly

2008

Irrevocable Trusts

Making the Best Use of Irrevocable Life Insurance Trusts

2008

Arizona Estate Planning and Probate Practice for Paralegals

Assisting with Estate Planning

2008

706 Preparation for Paralegals

706 return preparation

Publications

2001

Maricopa Lawyer New Rules for IRAs

2001

Arizona Community Foundation CRTs: How Many Goals Can One Strategy Fulfill

Languages

English

Avvo Rating

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Avvo Rating Levels
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