2025 Annual Spring Conference
Thursday March 27 - Friday March 28, 2025
Desert Willow Conference Center | Phoenix, AZ
Thursday March 27, 2025
8:00 – 9:00 am | Continental Breakfast/Visit with Exhibitors
9:00 - 10:15 am | Opening Keynote
Arnold vs Sarn: Then and Now – Charles “Chick” Arnold, Retired Partner and former Maricopa County Public Fiduciary, Josh Mozell, Esq., Mozell Law Group and Anne C. Ronan, Arizona Center for Law in the Public Interest
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10:15 – 10:45 am | Break/Visit with Exhibitors
10:45 am – 12:00 pm | General Session 2
The Ethical Use of AI in Your Fiduciary Practice - Kent S. Berk, Esq., Berk Law Group, Chief Judge Gass (Div. 1 AZ Court of Appeals) and Lynda C. Shely, Esq., Rosing Pott & Strohbehn
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12:15 – 1:15 pm | Networking Lunch
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1:15 – 2:15 pm | Breakout Sessions
Breakout Session 1A: Arnold vs Sarn: What’s Next?
Charles “Chick” Arnold & Josh Mozell, Esq. and Anne C. Ronan, Esq.
Breakout Session 1B: VA Aid & Attendance
Sandy Messer, CEO, Long Term Assurance, LLC
2:15 pm – 2:45 pm | Afternoon Break/Visit with Exhibitors
2:45 pm – 3:45 pm | Breakout Sessions
Breakout Session 2A: Prevent, Protect, Comply: A Fiduciary’s Guide to IT Security - Fady Salama, President, Simplify ITA-Z
Breakout Session 2B: ALTCS
Sandy Messer, CEO, Long Term Assurance, LLC
4:45 pm – 4:00 pm | Afternoon Break/Visit with Exhibitor
4:00 pm – 5:00 pm | General Session 3: Litigation 2.0 - Matthew Gobbato, Esq. & Zach Mushkatel, Esq.
Mushkatel, Gobbato, & Kile, PLLC, Scottsdale, AZ
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Friday March 28, 2025
8:00 – 9:00 am | Continental Breakfast/Visit with Exhibitors
9:00 - 10:30 am | General Session 4: Generational Planning for Families with a Disabled Child: A Fiduciary's Role in Building Lasting Support – Emily Taylor, Esq., Emily R. Taylor PLLC
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10:30 – 11:00 am | Break/Visit with Exhibitors
11:00 am – 12:15pm | General Session 5 –How Individuals with a Mild Neurocognitive Disorder Can Fly Under the Radar - Ruby Howard, Psy.D, Desierto Psychological PLLC
12:15 – 1:15 pm | AFA Annual Meeting & Awards Lunch
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1:15 – 2:30 pm | Breakout Sessions
Breakout Session 3A: Balancing Autonomy and Advocacy: Guardianship in the World of Serious Mental Illness - Ruby Howard, Psy.D.
Breakout Session 3B: Best Practices for Fiduciary Inventory & Accountings - Spencer Wilkinson, Esq., JacksonWhite Law
2:30 - 3:00 pm | Afternoon Break/Visit with Exhibitors
3:00 - 4:00 pm | Closing General Session 6 - Religious/Cultural Practices, Communication Tools and Resources to Support our Wards Death & Dying Choices - Leann Thrapp, End of Life Doula, Chaplain Alfonso Pitters Hospice of the West