Probate & Estate Track

Co-Sponsored by the State Bar of Arizona Probate and Trust Law Section

ESTATE PLANNING AND TRUST ADMINISTRATION: PRACTICAL STRATEGIES AND EMERGING TRENDS

Tuesday, July 14 - Wednesday July 15, 2026 | 8:15 - 12:30 pm (each day)

Topics will include:

Legal Paraprofessionals in Probate Practice
Powers of Attorney
Supplemental Needs Planning
Electronic Wills and Remote Notaries
Navigating the Gray: Advising Fiduciaries Through High-Stakes Decisions with No Clear Answers
Practical Trust Administration
Unwinding SLATs and Other Grantor Trusts in Divorce
State Residency: Estate Planning Guide

TRACK CHAIRS:
Shawn Garner, Deason Garner & Hansen
T.J. Ryan, Frazer Ryan Goldberg & Arnold LLP

FACULTY:
Samuel DiPietro, Spencer Fane LLP
Robert Fleming, Fleming & Curti PLC
Nora Jones, Tiffany & Bosco PA
Emily Kile, Mushkatel, Gobbato & Kile, PLLC
Ed P. Morrow III, Kelleher + Holland, LLC
Brianna Niro, Mazza + Niro PLC
Katie Warner, McDonald Warner
Spencer Wilkinson, Jackson White PC
Jordan Young, Fleming & Curti PLC

This program track may qualify for up to 8 hours MCLE, including up to 5 hours Estate & Trust Law Specialization and up to 1 hour Ethics credit.

Probate & Estate Track Agenda