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Self-Study Audio Download

Advanced Estate Planning


Total Credits: 3.5 CLE, 3.5 Estate & Trust Law Specialization

Average Rating:
   47
Categories:
Probate & Estate Planning
Faculty:
Shawn David Garner |  Brent W Nelson |  Kathleen Elizabeth Callaway |  Samuel Miles DiPietro
Original Program Date:
Mar 12, 2025


Description

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: Provide an overview of charitable lead trusts and charitable remainder trusts, including drafting considerations and pitfalls, tax implications, and funding issues.
  • Hot Topics in Advanced Estate Planning: An overview of some of the important planning considerations in 2025

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.

Handouts

Faculty

Shawn David Garner Related Seminars and Products

partner

Deason Garner & Hanson


Mr. Shawn Garner is the managing partner of Deason Garner & Hansen Law Firm, where he focuses in Medicaid, Trusts, and Probate. He holds a BS, summa cum laude, from Colorado State University (2005) and a JD from the University of Kentucky Law School (2008). Mr. Garner has been licensed to practice law in Arizona state and federal courts since 2008 and holds several other professional licenses, including Financial Planning (Series 65, Series 66, Series 7, 2015), Life Insurance (Arizona, 2015), and Licensed Fiduciary (Arizona Supreme Court, 2016-2024). He also became a licensed Realtor in 2019. With extensive experience in Trust Administration, Probate, and ALTCS/Medicaid, Mr. Garner has drafted over 5000 Wills and Trusts. In addition to his legal practice, he serves as a partner at Deason Garner & Hansen since 2013, and a partner at DGH Realty (Real Estate Brokerage) since 2019. He was a Professional Alliance Partner with Ameriprise Financial from 2016-2024. Mr. Garner is actively involved in his community and profession, volunteering with Prison Ministries, hosting the weekly radio show and podcast "Life, Death, and the Law," and conducting over 100 seminars on elder law topics. He has served in various leadership roles with the Probate and Trust Executive Council (PATEC) for the Arizona State Bar, including Secretary in 2020 and Chair in 2024. Additionally, Mr. Garner has been a member of the National Academy of Elder Law Attorneys (NAELA) since 2013 and served on the Board of the Arizona Chapter of NAELA, where he was Secretary in 2022 and Chair in 2024. Raised in Sandpoint, Idaho, Mr. Garner is married with six children and enjoys spending time on his small family farm, camping, boating, and going on off-road adventures in the desert.




Brent W Nelson Related Seminars and Products

Partner

Rimon, P.C.


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




Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 47

Comments

Alyssa W

"Very useful information, communicated effectively. "

Page U

"A lot of great useful practical information."

Guadalupe I

"The topics chosen were timely and very useful."

Laurie A

"The speakers were excellent but it's hard to take in such complex information so quickly."

Vanessa H

"Well presented, but not very engaging."

Suzanne M

"Very informative, well organized"

David L

"WELL PREPARED PROFESSIONAL SPEAKERS"

Jennifer M

"Very informative"

Hadar A

"Knowledgeable speakers"

Kathryn M

"First speaker gave us an outline but the gist of her talk and the info needed was not included. Had I known, I would have recorded it. "