Total Credits: 3.5 CLE, 3.5 Estate & Trust Law Specialization
This program will cover the following presentations:
- Beneficiary Defective Whats?!: Provide a high level overview along with the nuts and bolts of BDITs/BDOTs.
- Charitable Gift Trusts: Description Coming Soon
- Hot Topics in Advanced Estate Planning: Description Coming Soon
Chairs:
Shawn Garner, Deason Garner & Hanson
Brent Nelson, Rimon, P.C.
Faculty:
Katie Callaway, Fennemore Craig PC
Samuel DiPietro CPA, Spencer Fane LLP
Brent Nelson, Rimon, P.C.
Mr. Shawn Garner is the managing partner at Deason Garner & Hansen Law Firm, where he focuses his practice in the areas of Medicaid, Trusts, and Probate. Mr. Garner earned his Bachelor of Science degree, Summa Cum Laude, from Colorado State University in 2005, followed by his Juris Doctorate from the University of Kentucky Law School in 2008. In 2008, he acquired his law license for both Arizona State and Federal Courts. He obtained his financial planning license (Series 65, Series 66, Series 7) and life insurance (Arizona) licenses in 2015. Furthermore, he became a licensed fiduciary through the Arizona Supreme Court in 2016 and a licensed realtor in 2019. Mr. Garner began his practice as an exclusive estate planning attorney in 2012. Over the years, he has drafted over 5000 wills and trusts. His experience extends to trust administration, probate, and ALTCS/Medicaid matters. Mr. Garner has been a partner Deason Garner & Hansen since 2013. Additionally, he is a Professional Alliance Partner with Ameriprise Financial since 2016 and has been a partner at DGH Realty, a Real Estate Brokerage, since 2019. Mr. Garner has conducted over 100 seminars for the public on various elder law topics and is a frequent speaker for continuing legal education courses. He hosts a weekly radio show and podcast titled "Life Death and the Law." In the professional sphere, he is an active member of the Probate and Trust Executive Council (PATEC) for the State Bar of Arizona, where he has held positions such as Secretary (2020) and Chair Elect (2023). Furthermore, Mr. Garner is a member of the National Academy of Elder Law Attorneys (NAELA) since 2013, serving on the Board of the Arizona Chapter in 2021 and 2022. Mr. Garner was raised in Sandpoint, Idaho. He is married with six children. He enjoys spending time on his small family farm, camping, boating, and off-road adventures in the desert.
A select group of U.S. and international individuals, families and financial institutions work with Brent Nelson on their complex tax, estate planning, and family business matters. Collectively, Mr. Nelson's clients live, invest, or have family on every inhabitable continent in the world.
With significant experience representing high-net-worth individuals and families, Mr. Nelson is sensitive to the unique challenges and opportunities these clients face. He creates family organizations with an eye on multi-generational continuity. Mr. Nelson helps his clients understand, improve, and protect family structures that include trusts, business entities, private investments, charitable giving, and family governance. He is accustomed to working with high profile clients and understands that privacy and confidentiality are absolutely essential.
Brent is an established and respected thought leader in his field. He hosts the popular Wealth and Law Podcast, co-edits the Arizona Estate Planning and Probate Handbook (Thomson Reuters), drafts relevant legislation, and frequently speaks and writes on estate and tax developments. He has been elected to or served as:
Fellow, The American College of Trust and Estate Counsel (ACTEC)
Chair of the Probate and Trust Section of the State Bar of Arizona
Trust and Estate Practitioner in the Society of Trust and Estate Practitioners
Director of his local affiliate of the National Association of Estate Planners & Councils
