For the first time, the Arizona Fiduciaries Association & Arizona Chapter of the National Academy of Elder Law Attorneys are proud to announce a Joint Conference for Elder Law & Estate Planning Attorneys and Fiduciaries in the state or Arizona.
Plan to arrive Thursday afternoon to attend the Contested Conservatorship Mock Trial and Opening Reception. The conference will be eligible for 5-7 hours of continuing education credit for Licensed Fiduciaries and Attorneys.
This conference is open to all attorneys, fiduciaries and professionals in the elder or estate law or guardian\conservatorship profession.
Registration Fee Discounts are Available for AFA & AzNAELA Members.
Please note, attendees must attend in person to receive CEU credit.
There are no options to attend virtually.
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7000 N. Resort Drive | Tucson, AZ 85750 |1-877-879-9979
The 2025 AFA AzNAELA Conference will be held at the Loews Ventana Canyon Resort. Nestled at the base of the Catalina Mountain range, it is the perfect spot to recharge and experience the best of Tucson. A special group rate of $199 has been reserved for conference attendees at the Loews Ventana Canyon Resort for conference attendees. Reservations on a first-come, first-served basis before August 25th!
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Thursday, September 25, 2025
2:00 – 3:00 pm | Registration Opens
3:00 – 5:00 pm | Contested Conservatorship Mock Trial Pre-Session
Plan now to join us for a special interactive pre-session that will provide attorneys and fiduciaries with a rich opportunity to simulate real-world legal proceedings and explore the complexities surrounding a conservatorship dispute. Participants will take on various roles, including attorneys (for the petitioner and the opposing party), the proposed conservatee, witnesses (who can testify to the conservatee's capabilities and needs), and the judge of course! Ethics credit pending.
6:00 – 7:00 pm | Welcome Opening Reception - All Attendees Welcome!
Don't miss this opportunity to network with like minded professionals and
exchange ideas over gourmet bites in a casual but beautiful setting.
Friday, September 26, 2025
8:00 am - 9:00 am | Registration, Breakfast & Visit with Exhibitors
9:00 am - 10:30 am | Opening General Session
Collaborative Strategies for Elder Law Attorneys and Professional Fiduciaries: Enhancing Outcomes Through Partnership & Expertise
Philip DoVico, Licensed Fiduciary, Customer Care & Financial Solutions, Glendale, AZ
Robert Fleming, CELA, Fleming & Curti PLC, Tucson, AZ
Nora L. Jones, Tiffany & Bosco, PA, Phoenix, AZ and
Martelle Olsen, Sterling Case Management & Fiduciaries of AZ, Tucson, AZ
10:30 – 11:00 am | Coffee Break/Visit with Exhibitors
11:00 am – 12:15 pm | General Session 2
When Help Feels Like a Threat: Understanding Resistance to Support
Ruby Howard, Psy.D, Bilingual Licensed Psychologist
Co-Founder Desierto Psychological PLLC, Mesa, AZ
12:15 – 1:15 pm | Networking Lunch/AZ Legislative Update
1:30 pm – 2:30 pm | Breakout Sessions
Navigating Digital & Modern Asset Management Challenges
Jeremy Lau & Jared Ong, Prudent Investors and JD Rees, Esq., Sheppard Mullin
The Intersection of Court Ordered Treatment & Guardianship
Kathryn Blair, Director, Yavapai County Public Fiduciary, Prescott, AZ
Justin Cluck, Pima County Public Fiduciary, Tucson, AZ
Heidi H. Ernst, Licensed Fiduciary, NMG, Director
Maricopa County Public Fiduciary, Phoenix, AZ
2:30 – 3:00 pm | Coffee Break/Visit with Exhibitors
3:00 – 4:00 pm | Breakout Sessions
Capacity vs. Competency
Karen Parker MD PhD, Asst Professor Dept of Medicine UofA College of Medicine
The Unexpected Challenges of Fiduciary Work
Jeanette S. Bloss, Licensed Fiduciary, JSB Fiduciary & Estate Management, Tucson AZ and Teresa Lancaster, Esq, & Licensed Fiduciary, Bogutz & Gordon, Tucson, AZ
