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Mark Bregman

Estate planning Attorney at Phoenix, AZ

5.0   16 reviews

Licensed for 43 years

Free consultation

About Mark

Learn Mark’s areas of practice.

2
Practice areas
  1. 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.

    42 years

  2. Probate
    25%
    Administration of uncontested cases and consultation on and litigation of contested probate issues

    32 years

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.

AV Preeminent Peer Review Rating
AV Preeminent Peer Review Rating

Martindale-Hubbel

Client's Choice 2015
Client's Choice

Avvo

Licensed for 43 years
State AZ
Status Active
Acquired 1979
Updated 09/18/2022

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

Contact Mark

DYER BREGMAN & FERRIS, PLLC

Reviews

5.0 / 5.0
  16 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Client's Choice 2015
Client's Choice
Mark received a significant number of 4+ stars in 2015
Posted by William | June 1, 2021
This review is from a person who hired this attorney.
| 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
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
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 21, 2021
This review is from a person who hired this attorney.
| Hired Attorney
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 about 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!
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Posted by June | September 9, 2020
This review is from a person who hired this attorney.
| Hired Attorney
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 highly recommending him.
Posted by Amy | March 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
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.
Posted by Shirley | March 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Inheritance
I found Mark through a third party. He helped me get an inheritance that my father had left me. He worked hard to get me a settlement from my brother that thought he should have had it all..it took awhile ,but in the end I got what I asked for. I highly recommend Mark to anyone needing a good lawyer.
Posted by Dana | February 6, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Careful and detail-oriented
Mark was a pleasure to work with; he dealt with both the unusual and the mundane aspects of our estate planning issues and documents professionally, and answered all questions completely and promptly. His staff also is excellent.
Posted by Brenda | October 11, 2015
This review is from a person who hired this attorney.
| Hired Attorney
A caring attorney you can trust.
Mark made himself available when we needed to update my father's trust and other estate documents. He answered questions and worked efficiently. Mark really went the extra mile.
Posted by anonymous | October 3, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Satisfied client
Mark was very thorough and made our estate planning comfortable. I anticipated it to be a difficult and sensitive topic. He took a lot of time with us and answered all of our questions.
Posted by anonymous | April 28, 2015
Special Needs Trust
We have a handicapped son and Mr. Bergman was able to help us complete an Estate Plan which include a Special Needs Trust. His knowledge and expertise really helped simplify to whole process. From our first visit to our last Mr. Bergman and his staff went above and beyond to ensure we had the information and the materials needed, to make sure our son will continue to get the services and support he needs to thrive.
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Posted by Michael | April 13, 2015
Excellent Service, Excellent Product
The entire process of creating Wills, a Trust , Living Wills and Powers of Attorney for my wife and myself was handled in an extremely organized fashion and efficiently. We appreciated the team approach with each person in the office, fulfilling their roles very competently. I have already made one referral for similar services and will continue to do so.
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Posted by Laura | April 1, 2015
Thank You Mark for "Peace of Mind"
April 1st, 2015 To whom it may concern: I am writing this letter really to thank Mark Bregman our Estate Attorney who made the large task of setting up a Trust for my husband and myself a manageable job. The process was really quite painless as I write with a smile. My husband and I are 2nd time marriages. This always brings some sticky issues. Mark was able with a patient smile and wise years, help us reach some difficult decisions. He was able to speak to both of us in a manner that was clear and sensitive to many issues. Mark and Kim were always available to answer questions and always followed up. We feel a sense of security knowing Mark, and trust his judgement. He created a complete package along with “cloud” connections! “Have trust will travel!” ;-).... Thank you so much Mark! Wasnʼt sure we needed a trust but now the peace of mind it provides is well worth it! Take care, Laura
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Posted by anonymous | June 2, 2014
Review and prep of trust
I found that my association with Mark and his assistants was personal, professional, thorough, and I felt that they all were careful to be accurate and available.
Posted by Ken | June 1, 2014
Creating a Trust with Mark Bregman
Mark spoke to us personally for over an hour ensuring we were completely comfortable with the process. Once we all agreed he and his staff went to work immediately and covered every base I could think of. During this process Mark and his staff were available to us via phone and internet at all times. The end product is above reproach and I would highly recommend Mark and his staff.
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Posted by Tom | June 1, 2014
Disputed estate representation
I orignally found Mark through a trusted third party recommendation. Mark isn't a pillage and burn type of attorney. Although he can be quite aggressive when he needs to be, it seems his preferred approach is to patiently guide his clients through the legal process, informing them of their options at each stage of the game, offering his sage advice when requested, and most importantly keeping them well informed at all times. But perhaps Mark's best trait is that he maintains his sense of humor and good nature in the face of the opposing party's intentional attempts to provoke, always responding thoughtfully. Mark guided me through a disputed estate process successfully with a close eye on my return on my expenses. Overall, I would hire him again without any hesitation.
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Posted by ANTHONY | July 26, 2010
MY GREAT FAMILY LAWYER
MARK IS A LAWYER THAT LISTENS AND PROVIDES THE REPRESENTATION NEEDED
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Cost

Rates
  • Free Consultation 15 minutes
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Senior Member
  • Dyer Bregman & Ferris, PLLC
  • 2015 - Present
  • attorney
  • Law Office of Mark Bregman
  • 2012 - 2015
  • managing attorney
  • Bregman Burt Feldman
  • 2009 - 2012
  • managing attorney
  • Bregman & Burt
  • 1996 - 2009
  • managing attorney
  • Bregman & Bregman
  • 1989 - 1996
  • sole practitioner
  • Mark A. Bregman, Ltd.
  • 1979 - 1989
View all work experience

Education

  • Sandra Day O'Connor College of Law
  • JD - Juris Doctor
  • 1979
  • Virginia Tech
  • BA PolSc
  • 1972

Legal Cases

  • In re Costas
  • Prebankruptcy disclaimer planning approved.
  • In re Estateof Pilafas
  • Missing Trust validated

Associations

  • Maricopa County Bar Association
  • Attorney
  • 2013 - Present
  • Jewish Community Foundation
  • Member, Professional Advisory Committee
  • 2010 - Present
  • Wealthcounsel
  • Founding Member
  • 2000 - Present
  • Arizona Forum of Estate Planners
  • Member
  • 1999 - Present
  • Council for Jews with Special Needs
  • President
  • 2011 - 2013
  • Wealthcounsel Advisors Forum
  • Member
  • 2007 - 2012
  • Arizona Community Foundaton & Jewish Community Foundation
  • Member, Tax & Legal Seminar Committee
  • 2007 - 2011
  • Scottsdale Bar Association
  • President
  • 2004 - 2005
  • Scottsdale Bar Association
  • Director
  • 1994 - 2004
View all associations

Languages Spoken

  • English

Awards

  • Super Lawyer
  • Super Lawyers
  • 2016
  • Super Lawyer
  • SuperLawyers
  • 2015
  • Arizona Finest Lawyer
  • Arizona Finest Lawyers
  • 2012
  • A-V 5.0 out of 5.0 Rating
  • Martindale-Hubbell
  • 1997
View all awards

Publications

  • Maricopa Lawyer
  • New Rules for IRAs
  • 2001
  • Arizona Community Foundation
  • CRTs: How Many Goals Can One Strategy Fulfill
  • 2001

Speaking Engagements

  • 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
  • 2014
  • Arizona Forum
  • Preliminary Trust Administration Guidelines
  • 2012
  • 2012 Ethical Consideratons
  • Ethics
  • 2012
  • Drafting Effective Wills and Trusts
  • Fundamental Principles of Wealth Transfers
  • 2011
  • 2011 Ethical Considerations
  • Ethics
  • 2011
  • Meeting Special Needs of Your Elderly Clients
  • estate planning for elderly
  • 2009
  • 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
  • 2008
View all speaking engagements

Attorney endorsements

Received (10)
Given (14)
Endorse Mark
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Estate planning Attorney | 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."
Trusts Attorney | 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."
Estate planning Attorney | 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 more endorsements
Estate planning
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Estate planning
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Estate planning
Estate planning
Estate planning
Bankruptcy and debt
Chapter 7 bankruptcy

Avvo Contributions

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Phoenix Estate planning Lawyer Mark Bregman
Mark Bregman
Estate planning Attorney
Phoenix, AZ
Licensed for 43 years
Free Consultation