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On Demand

2022 Advanced Issues in Probate, Trust Law and Estate Planning

Total Credits: 6.75 CLE, 6.75 Estate & Trust Law Specialization, 1.0 Ethics

Average Rating:
Probate & Estate Planning
David V Seyer
Original Program Date:
May 06, 2022


This annual advanced probate/estate planning/trust seminar will include new cases, current legislation, drafting, mental health issues, ethics, and international estate planning. Marlene Appel and Jerome Elwell will present their valuable "New Cases/Recent Developments." The Hon. Andrew Klein, the Hon. Dean Fink and other judicial officers will present “A View from the Bench" emphasizing mediation in the probate court with Jeff Pollitt acting as moderator. A highlight will be a presentation by three outstanding practitioners, Brent Gunderson, Michael Tucker and Margaret Tritch, on International Estate Planning with special attention to Canadian, United Kingdom and Mexican nationals and assets. Another highlight will be a special presentation by the noted Joel Dvoskin, PhD., ABFP, the forensic psychologist who spoke eloquently at this seminar a few years ago. Ron Larson and Lou Comus will discuss Estate Planning Hot Tips and drafting suggestions. John Barron will address a myriad of guardianship and mental health issues. We will cap off the day with John Fitzpatrick and Mark House focusing on A Decade of the Arizona Trust Code.

  • Recent Developments, Case Law and New Legislation 
  • View From The Bench, emphasizing Mediation in Probate Court 
  • SPECIAL PRESENTATION: Coming out of COVID: Mental Health Issues for Clients, Families, Fiduciaries, Attorneys and Judges by Forensic Psychologist Joel Dvoskin, Ph.D., ABFP 
  • A Decade of the Arizona Trust Code: What We Have Learned and What We Don't Know
  • International Estate Planning With Attention To Canadian, United Kingdom And Mexican Nationals And Assets
  • Special Insight: Fight For Supremacy: Guardians Vs. All Comers (New Trends In Decision-Making For Wards, SMI, And DDD Service Recipients)
CHAIRS: Ronald F. Larson, Esq., Larson Law Office
Marlene Appel, Marlene Appel, PLLC
The Hon. Dean M. Fink, Maricopa County Superior Court 
The Hon. Andrew Klein (Ret.)
The Hon. Jay M. Polk, Maricopa County Superior Court 
Ronald F. Larson, Esq., Seminar Co-Chair
Marlene Appel, Esq., Seminar Co-Chair
Louis F. Comus, Jr., Esq., Fennemore Craig, P.C.
Jerome K. Elwell, Esq., Warner Angle Hallam Jackson & Fromanek, PLC
Michael J. Tucker, Esq., Michael J. Tucker, P.C. 
Jeffrey G. Pollitt, Esq., Jeffrey G. Pollitt, P.C. 
Mark E. House, Esq., Becker & House, PLLC
John R. Fitzpatrick, Esq, Frazer Ryan Goldberg & Arnold, LLP
John H. Barron III, Esq., Barron & Associates, P.C.
Joel Dvoskin, Phd. ABFP
Brent M. Gunderson, Esq., Gunderson Law Group, P.C.
Margaret Tritch, Esq., Tritch Buonocore Law, PLLC
Megan J. Trog, DeConcini McDonald Yetwin & Lacy PC




Overall:      4.3

Total Reviews: 19


Kathryn S

"Easy to follow, engaging "

Carmen C

"A little long to follow"

Jennifer H

" "

Lori K

"Excellent presentation"

Leonard T

"The course kept my attention throughout the various presenters."

Herbert H

"There were few power points to follow along with online. It was more structured as a self-study course as it was difficult to follow the dense materials."

Erica L

"All presented on interesting cases, addressed areas of law not commonly encountered"