Future of Our Practices: Reading the Tea Leaves
Program
4:00pm – 6:00pm
RESERVATIONS
By Tuesday, March 16th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
The rapidly changing work creates both challenges and opportunities to our practices. Our panel will discuss where we’ve come, what we are experiencing, and where the panel sees the practice going. The panel will touch on client mobility, technology changes, their favorite applications, growth areas in their practices, and headwinds to their practices, among other topics.
Panel speakers
Elizabeth Friman, Evelyn Kleinhans, Gary Fletcher, and Fred Weber. Brent Nelson as moderator
Fred Weber is the Senior Wealth Advisor for the National Estate Settlement Services Practice at Northern Trust Company. He advises clients and their families on all aspects of post-death administration and helps settle complex estates and trusts when Northern Trust acts as a fiduciary for a client who has died. Before joining Northern Trust, Fred worked for another corporate fiduciary, practiced law as a trust and estate attorney, and worked as a planned giving officer for a large charity. Fred also spent three years in Washington, DC, working on Capitol Hill as an aide to the late U.S. Senator Paul D. Wellstone (D-MN). A frequent speaker, Fred has presented to the American College of Trust and Estate Counsel (“ACTEC”), the National Association of Charitable Gift Planners, the Illinois Institute for Continuing Legal Education, the Chicago Estate Planning Council, the Jewish Community Foundation of Southern Arizona and the Planned Giving Roundtable of Arizona. He also developed and taught a full semester course on post-death administration of estates and trusts for the John Marshall Law School. Fred currently serves on the board of the Chicago Estate Planning Council and is a member of the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners and the Chicago Bar Association. He is also a long-time board member and past president of Shalva: A Response to Domestic Abuse in Jewish Homes. He holds a B.A. in International Relations from the University of Minnesota and a J.D. from DePaul University, and is licensed to practice law in Illinois.
Elizabeth Friman is a Partner at Fleming & Curti, a Tucson a law firm that specializes in Elder Law. Elizabeth’s practice focuses on trust administration, probate, guardianship, conservatorship and estate planning. Elizabeth is a licensed private fiduciary and uses her expertise to help families navigate the process of administering trusts and estates. With the help of the talented staff at Fleming & Curti, Elizabeth administers estates as guardian, conservator, trustee and/or personal representative. Elizabeth is a member of the Special Needs Alliance, an invitation-only nation organization, comprised of attorneys dedicated to the practice of disability and public benefits law.
Elizabeth is also a member of the Arizona State Bar Probate & Trust Executive Council. She is a board member of Primavera Foundation, the Jewish Community Foundation of Southern Arizona, and is past President of the Planned Giving Roundtable of Southern Arizona, Blanche Johnson Affordable Housing (a HUD Section 202 program), and former Vice President and Treasurer of the Arizona Chapter of the National Academy of Elder Law Attorneys.
Evelyn Kleinhans is a Tucson CPA practicing with two firms, CLA LLP and North Swan CPA PLC. Her primary focus is on federal income taxation of partnerships, trusts, estates, limited liability companies, and individuals, with an emphasis on planning for complex fiduciary and real estate transactions.
Evelyn holds master’s and bachelor’s degrees in accounting, both earned at the University of Arizona. She has been published in Taxation for Accountants and Taxation for Lawyers, and has instructed graduate tax courses at the University of Arizona. She also has taught for the Arizona State Society of CPAs and various professional groups. Her professional affiliations include the Southern Arizona Estate Planning Council, the Tucson Tax Study Group, the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants.
Gary Fletcher is a partner with the Tucson law firm Nystedt & Fletcher, PLLC. Gary is both an Attorney and CPA and has practiced law in Tucson for 32 years. Gary is a Fellow of the American College of Trust and Estate Counsel (ACTEC). His practice is focused on estate, gift, and income taxation, with a concentration in estate planning, tax, trust formation and administration, charitable gift planning, complex business transactions and trust, probate, and select commercial litigation, including mediation, alternative dispute resolution and representation before state and federal courts and administrative agencies. Gary received both his undergraduate (BSBA, with High Distinction, Accounting, 1985) and graduate (JD, Cum Laude, 1989) degrees from the University of Arizona, where he was published member of the Arizona Law Review and subsequently served as a Note and Comment Editor on the Editorial Board. He served as a legislative intern for the Arizona House of Representatives Ways and Means Committee between undergrad and law school (Spring, 1986). Gary has served on the Board of Directors of Casa de los Ninos for the past 15 years and served as President of the Casa de los Ninos Foundation from 2008 to 2015. Gary was a member the Arizona State Bar Probate and Trust Executive Council from 2013 through 2019, where he served as Treasurer and was active on the Council’s subcommittee advocating for Probate and Trust Section concerns regarding the legislation recently enacted as the Arizona Limited Liability Company Act.
Brent W. Nelson is a partner at Rimon, P.C. Brent assists U.S. and international individuals, families and financial institutions in tax, estate planning and family business matters. He received his undergraduate degree from Northern Arizona University, his J.D. from Texas Tech University School of Law, and his LL.M. (tax) from Georgetown University Law Center. He serves as the current Past-Chair of the State Bar of Arizona, Probate and Trust Section, on the Board of the Southern Arizona Estate Planning Council, and is a Fellow of the America College of Trust and Estate Council (ACTEC).
