Mark A. Moritz, Of Counsel

Mark is an Arizona native. After graduating from Saguaro High School, he attended Arizona State University on a music scholarship. In his first career as an insurance, investment and financial planning agent, he earned the designations of Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner®, and was named as one of the best financial planners in the US in Money magazine. For his midlife crisis, in lieu of a sports car, he got his law degree at Arizona State University with the intention of becoming an estate planning lawyer. He is a strong advocate of learning as much as he can about his clients, and customizing estate planning to fit their lives; his motto is “Boilerplate documents are OK for boilerplate clients – but there are no boilerplate clients.” He also tries hard to use plain English instead of legalese whenever possible.  Mark has practiced exclusively in estate planning since 1993.

CAREER HIGHLIGHTS

  • Founding member and past president of Valley Estate Planners.
  • Past President of Planned Giving Round Table of Arizona.
  • Past Chairman of Estate Planning/Probate/Trust Section of Maricopa County Bar Association.
  • Board Member of East Valley Estate Planning Council.
  • Assisted many clients in establishing “planned gifts” to charitable organizations, including Charitable Remainder Trusts, Charitable Lead Trusts, and Charitable Gift Annuities.
  • Helped revise ARS § 28-2055(B), allowing transfer of motor vehicles by beneficiary designation.
  • Frequent speaker on basic and advanced estate planning topics for such groups as Arizona Bar Association, Maricopa County Bar Association, Arizona Community Foundation, National Association of Estate Planning Councils, Society of Financial Service Professionals, Financial Planning Association, and Association of Legal Assistants. Most popular topics include “Where There Isn’t A Will, There’s Still A Way”; “Estate Planning in Plain English”; “Planning for Firearms in an Estate”; and “The Stripper, The Billionaire, and the Rules of Ethics” (the Anna Nicole Smith case).
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