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I help clients administer or litigate probates and trusts and design customized estate plans.I create trust based estate plans addressing family dynamics, end of life, and wealth transfers.I represent people in probate or trust administrations, contested or uncontested.
|Award name||Grantor||Date granted|
|Super Lawyer||Super Lawyers||2016|
|Arizona Finest Lawyer||Arizona Finest Lawyers||2012|
|A-V 5.0 out of 5.0 Rating||Martindale-Hubbell||1997|
|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|
|Association name||Position name||Duration|
|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|
|In re Costas||Prebankruptcy disclaimer planning approved.|
|In re Estateof Pilafas||Missing Trust validated|
|See all legal cases|
|Maricopa Lawyer||New Rules for IRAs||2001|
|Arizona Community Foundation||CRTs: How Many Goals Can One Strategy Fulfill||2001|
|Arizona State University Sandra Day O'Connor College of Law||Law||JD - Juris Doctor||1979|
|Virginia Polytechnic Institute and State University||Comparative Politics||Other - Bachelors||1972|
|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|
Posted by Ken
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.
Posted by anonymous
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 Tom
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.
Whitney Sorrell, Estate planning Attorney
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 Richman, Estate planning Attorney
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.
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