Summer Series I: Arizona Property Law for Estate Planning: Transfers, Liens, and Fiduciary Duties
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Summer Series I
8:00am Breakfast and Networking
8:15am Programing
Ready to dig into Arizona property law without falling into a sinkhole? Join us for a lively and practical deep dive that is designed by a real estate attorney, a CPA and a real estate agent for estate planning professionals who want to stay sharp when it comes to real property issues.
We’ll start by breaking ground on deeds and other property transfers, demystifying how title actually moves (and sometimes doesn’t) in Arizona. From beneficiary deeds to joint tenancy quirks, you’ll walk away with a familiarity on transfers of real property leaving no loose ends in the desert winds.
We’ll then turn to fiduciary considerations in selling real property from trusts and estates, where technical rules meet real-world judgment. From duties of loyalty and prudence to pricing strategy, marketing decisions, disclosure obligations, and navigating beneficiary tensions, we’ll cover how fiduciaries can manage risk while fulfilling their obligations—and how advisors can guide them through what is often the most scrutinized transaction in an administration.
Finally, we’ll uncover what’s lurking beneath the surface with mortgages, deeds of trust, and other liens. Who really has priority? What survives death? And how do these encumbrances affect your carefully crafted estate plan? We’ll connect the dots so you can anticipate issues before they become costly surprises.
Packed with practical tips, real-world examples, and a touch of humor, this session will help you navigate Arizona’s property landscape with confidence. Because when it comes to real estate in estate planning… it’s better to know the terrain before you’re stuck in quicksand.
Come for the knowledge—stay for the clarity.
About the Program
About Corey Larson
Corey Larson is a partner at Jennings Haug Keleher McLeod Waterfal LLP, where he handles litigation, construction law, real estate matters, contracts, insurance, lien and bond issues, and complex trust and probate litigation in Pima County and Southern Arizona. Growing up as the son of a general contractor and developer, Corey gained a first-hand knowledge of and an affinity for the world of construction and real estate, and has spent his career putting his background and experience to use serving the real estate and construction industry in Arizona. Corey regularly represents homebuilders, real estate developers, contractors, design professionals, and municipalities in a wide range of legal matters, including administrative actions, contract preparation, corporate and real estate transactions, and general corporate cases. Corey has earned various honors throughout his career, including being recognized by Best Lawyers® for his work in Construction Law and Litigation and named a Rising Star™ by Southwest Super Lawyers annually from 2012-2018. He is the past Chair of the Real Estate Section of the State Bar of Arizona.
About Eric Freeman
Eric Freeman, CPA, MAcc, is a Principal at BeachFleischman PLLC, a top 200 public accounting firm
nationwide, and serves as the firm’s Real Estate Practice Leader. Eric’s expertise is in partnership
taxation and complex real estate transactions including exchanges, mergers, consolidations, buy-outs,
cost segregation studies, transaction formation, and qualified opportunity zone funds. Eric also has
extensive knowledge in international taxation, hospitality, and high net worth. Eric regularly contributes
content to multiple YouTube channels including his own channel, Eric Freeman CPA, and is featured
regularly on various podcasts. Additionally, Eric has published a book titled “Tax Strategies for
Everyone”. Eric offers a unique perspective to real estate taxation from his personal experiences of
owning and managing real estate investments including single family homes, multifamily, office,
industrial, and land. Eric is a graduate of the University of Arizona, where he received a Bachelor of
Science in Accounting and a Master of Accounting. When he’s not working, Eric enjoys snowboarding,
poker, hiking, and off-roading.
About Vinny Yackanin
Vinny Yackanin brings more than 35 years of Tucson real estate experience with extensive expertise assisting estate attorneys, fiduciaries, trustees, and personal representatives with the sale of estate properties.
A Vice President and longtime Executive Council member with Long Realty Company, Vinny has successfully helped hundreds of clients navigate the unique details involved in probate and trust sales.
Known for his thorough approach, Vinny prepares detailed Comparative Market Analyses (CMAs) and personally evaluates comparable properties to ensure accurate and competitive pricing. His experience helps streamline transactions involving As-Is sales, limited disclosures, property preparation, and communication with buyer agents.
With a background in home construction and a trusted network of vendors, Vinny and his team also coordinate property improvements, repairs, clean-up services, and vendor bids when needed — helping make the process easier for attorneys, fiduciaries, and families alike.
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