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Thursday, January 20, 2011

AFA's 2011 Conference:The Practice, Ethics & Politics of Compassion

The Practice, Ethics & Politics of Compassion
Thursday, February 17 & Friday, February 18, 2011
Radisson Suites Tucson Tucson, AZ
You don't want to miss:
•20 sessions and a total of 13 CEUs (see a full schedule)
•The Annual Membership Meeting to Elect Members to the AFA Board of Directors
•Sponsors’ exhibits to save you time and money
•Networking and best practices with your colleagues
The early-bird registration deadline of Monday, January 31 is fast approaching. Register now! And don’t forget to renew your AFA membership to access even more savings on your conference registration.
The AFA’s annual two-day conference will focus on practice and protection strategies in serving Arizona’s vulnerable citizens.

The conference will be held at the Radisson Tucson Suites located at 6555 E. Speedway Blvd. Tucson, AZ 85710. Hotel conference rates are $119.00 for single/double. There are a limited number of rooms available, so please make your reservations early. For room reservations, call 520-721-7100. Please identify your group as the AFA.
Early-Bird Registration:
-AFA Members: $200.00 -Non-Members: $240.00
-AFA Members - Thursday or Friday Only: $100.00
-Non-Members – Thursday or Friday Only: $120.00

For early bird registration, forms should be postmarked by Monday, January 31, 2011, registration increases $40 for both days and $20 for one day. Register now to take advantage of the early-bird special! Registration includes breakfast, lunch & materials. Registration via snail mail only, please.
The Arizona Fiduciaries Association
P.O. Box 15572
Scottsdale, AZ 85267-5572

Welcome New AFA Members

Mary Belasco, Jewish Family & Children’s Services
Jason Cobb, Principal, Compass Fiduciary Group, LLC
Joe Cannon, Principal, Joe Cannon
Jeanne Drabiak, Compass Fiduciary Group, LLC
John Jeffery, Jeffery Insurance Solutions
Andi Murphy, Murphy Investigations, Inc.
Jeannean Sabatina, Heartfelt Care, LLC
Cora Schuler, La Paz County Public Fiduciary’s Office
Kirsten Sundahl, Accurate Bookkeeping Services
Henry Wood, Wood Law Firm, PLLC

Diabetes: Rates Still on the Rise

Diabetes cases in the United States are rising at an alarming rate, according to the CDC, which estimates by 2050, as many as one-third of all American adults could have diabetes (October 2010).
•In 2007, it was the seventh-leading cause of death in the U.S. These new estimates account for higher census figures for minorities and the elderly, groups that generally have a higher rate of Type 2 diabetes.
•One out of every three children born today will face a future with diabetes
•Currently, 24 million American adults and children are living with diabetes and an additional 57 million Americans are at risk.

Probate Case Law: Slayer Statute

Division One of the Arizona Court of Appeals held slayer statute, Ariz. Rev. Stat. Sec. 14-2803, prevented wife who refused to testify as to circumstances of husband’s death claiming Fifth Amendment protection against self-incrimination from collecting proceeds of life insurance policies even though she was named beneficiary on one policy. The Court further ruled wife could also not recover her community interest in said policies under the slayer statute. Castro vs Ballesteros-Suarez, 1 CA-CV 08-0367, issued June 18, 2009.Division One of the Arizona Court of Appeals held that lapsed gift of residuary trust assets would not go to Testator’s intestate heirs, but would, instead go to residual beneficiaries. In this case an art collection was to go to a charity. One of two married Testators soled the art collection prior to death. The dispute arose following the death of the second Testator. The Court reasoned it was the intent of the Testators to benefit the charity rather than their intestate heirs. Zilles vs. American Legion/Shriners, 1 CA-CV 07-0893, issued Dec. 23, 2008.

Veteran Fiduciary, AFA Member Eben Bull Establishes Estate Management Services, LLC

Veteran fiduciary and long-time AFA member Eben Bull recently founded Estate Management Services, LLC, an estate and property management company. After 10 years of estate administration service, Eben founded EMS to support and assist professional and private estate and trust administrators, conservators, care managers, guardians and property owners with their property challenges. Through his experience as a Licensed Fiduciary and Certified National Guardian, Eben recognized the need for a service-oriented, client-directed estate management company.

“Estate Management Services prides itself in collaborating with clients in their efforts to ethically and efficiently administer estates. All control and authority remain with our clients while EMS works to support and address the complex challenges that property management presents,” said Bull.

EMS’s mission is to offer estate and property expertise with exceptional service at a reasonable cost. For information about Estate Management Services, LLC, contact ebenbull@ems-az.com or (602) 354-5157.

**AFA members are welcome and encouraged to share news of their professional endeavors with our membership. Please submit requests and pertinent information via email to: charity(at)azfid.org for publication on AFA’s list serve and Blog.