Spencer Fane attorney Samuel DiPietro was a presenter for the State Bar of Arizona’s three-day CLE by the Sea program on July 9 in Coronado, California.
His presentation – Beneficiary Defective Whats?!? – was part of the seminar’s Probate track and provided a high-level overview on the nuts and bolts of beneficiary defective irrevocable trusts (BDITs). Samuel is a frequent thought leader and presenter on this topic.
At the firm, Samuel collaborates with families and their advisors to create customized estate plans that consider the specific needs of each family, ensuring the protection and seamless transfer of wealth. He has extensive experience in crafting estate plans tailored to the unique requirements of modern families.
Read this year’s full CLE by the Sea agenda here.