T
31
Thursday, June 20
8: 45 a.m. – 5: 15 p.m.
ALL
Complex Issues in Probate,
Estate Planning and
Public Benefits
THURSDAY
The morning session of this seminar will cover the various types of
government benefits, discuss how to qualify for each government
program, compare first-party special needs trusts vs. third-party
special needs trusts, and provide an in-depth analysis of more
complicated estate planning issues, such as how to deal with children
from prior marriages, second marriages, beneficiary designations
and more.
The afternoon session will begin with a discussion of issues that arise
in estate and trust administration, such as what happens when someone believes the decedent signed estate planning documents when he
or she lacked mental capacity, or approaches to interpreting an estate
planning document after the decedent’s death. The final segment will
involve audience participation and a panel discussion with probate
judges from several counties in the state.
Audience participation is encouraged, and participants may submit
questions to speakers via microphone, written notes, email or Twitter.
Co-Sponsored by: Elder Law & Mental Health Section
Seminar
Co-Chairs:
Faculty:
Elder Law and Mental Health Section
Victoria Blair, Fleming & Curti PLC
Emily Kile, Kile Law Firm PC
Victoria Blair
Hon. Kyle A. Bryson, Pima County Superior Court
Lauren Garner, Jaburg & Wilk PC
Mark House, Becker & House PLLC
Hon. Andrew Klein, Maricopa County
Superior Court
Hon. David L. Mackey, Yavapai County
Superior Court
Mark Moritz, Law Offices of Mark A. Moritz
Hon. Richard Nothwehr, Maricopa County
Superior Court
Bridget O’Brien Swartz, Jaburg & Wilk PC
Probate and Trust Law Section
Ana Perez-Arrieta, Bogutz & Gordon PC
Mark Theut, Theut, Theut & Theut PC
CLE
Credit
T
32
Thursday, June 20
8: 45 a.m. – 5: 15 p.m.
Welcoming Wellness, Health
and Happiness into Your Law
Practice and Your Life
Moving forward from the successful Beyond Burnout Program at the
2012 Bar Convention, this program will focus on specific tips for creating a sense of wellness in your practice of law and your life through
meditation and mindfulness. The keynote speaker will be Sarah
McLean, founding director of the McLean Meditation Institute in
Sedona and formerly the education director for the Chopra Center
for Wellbeing. Sarah will present practical tips for developing a meditation practice and lead various mindfulness exercises. Maya Nahra,
a registered dietitian and founder of My Intentful Life, LLC, will
address the shocking effects of sugar and how we create automatic
unhealthy eating patterns, which can create disease and long-term
health problems, plus how to break those patterns. Attorney Leonard
Scheff, from Tucson, will discuss techniques to transform anger into
productive responses. Attorney Jere Friedman will explore ways to
re-imagine our law practices, employ empathic listening and lead us
in a gong meditation. The Hon. Roland Steinle, Hon. Donn Kessler,
Alisa Gray and Prof. Mary Guerra will provide anecdotal accounts on
how they use contemplative and wellness practices to improve their
professional and personal lives, and will lead us in additional meditation and yoga exercises. Desert Song Yoga and Massage will offer free
chair massages during the program.
Co-Sponsored by: Arizona Women Lawyers Association,
Maricopa Chapter
State Bar of Arizona Member Assistance Program
Phoenix School of Law
Hon. Donn Kessler, Judge, Arizona Court of Appeals
Alisa J. Gray, Tiffany & Bosco PA
Jere M. Friedman, The Law Offices of Jere M.
Friedman PLLC
Prof. Mary Dolores Guerra, Phoenix School of Law
Mary Beth Markus and staff of Desert Song Yoga
and Massage, Phoenix
Sarah McLean, author of Soul-Centered: Transform
Your;Life;in;8;Weeks;with;Meditation, Sedona
Maya Nahra, RD, LD, founder of My Intentful Life
LLC, Phoenix
S. Leonard Scheff, attorney and author of The Cow
in the Parking Lot, A Guide for Transforming
Anger;for;a;Happier;More;Effective;Life, Tucson
Hon. Roland Steinle, Judge, Superior Court of
Maricopa County
Seminar Chairs:
Faculty:
CLE Ethics
Credit
