2025 Annual Spring Conference
Thursday March 27 - Friday March 28, 2025
Desert Willow Conference Center | Phoenix, AZ
Registration Now Open
Thursday March 27, 2025
8:00 – 9:00 am | Continental Breakfast/Visit with Exhibitors
9:00 - 10:15 am | Opening Keynote
Arnold vs Sarn: Then and Now – Charles “Chick” Arnold, Retired Partner and former Maricopa County Public Fiduciary, Josh Mozell, Esq., Mozell Law Group and Anne C. Ronan, Arizona Center for Law in the Public Interest
Sponsored by
10:15 – 10:45 am | Break/Visit with Exhibitors
10:45 am – 12:00 pm | General Session 2
The Ethical Use of AI in Your Fiduciary Practice - Kent S. Berk, Esq., Berk Law Group, Chief Judge Gass (Div. 1 AZ Court of Appeals) and Lynda C. Shely, Esq., Rosing Pott & Strohbehn
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12:15 – 1:15 pm | Networking Lunch
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1:15 – 2:15 pm | Breakout Sessions
Breakout Session 1A: Arnold vs Sarn: What’s Next?
Charles “Chick” Arnold & Josh Mozell, Esq. and Anne C. Ronan, Esq.
Breakout Session 1B: VA Aid & Attendance
Sandy Messer, CEO, Long Term Assurance, LLC
2:15 pm – 2:45 pm | Afternoon Break/Visit with Exhibitors
2:45 pm – 3:45 pm | Breakout Sessions
Breakout Session 2A: Prevent, Protect, Comply: A Fiduciary’s Guide to IT Security - Fady Salama, President, Simplify ITA-Z
Breakout Session 2B: ALTCS
Sandy Messer, CEO, Long Term Assurance, LLC
4:45 pm – 4:00 pm | Afternoon Break/Visit with Exhibitor
4:00 pm – 5:00 pm | General Session 3:
Litigation 2.0 - Matthew Gobbato, Esq. & Zach Mushkatel, Esq.
Mushkatel, Gobbato, & Kile, PLLC, Scottsdale, AZ
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Friday March 28, 2025
8:00 – 9:00 am | Continental Breakfast/Visit with Exhibitors
9:00 - 10:30 am | General Session 4: Generational Planning for Families with a Disabled Child: A Fiduciary's Role in Building Lasting Support – Emily Taylor, Esq., Emily R. Taylor PLLC
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10:30 – 11:00 am | Break/Visit with Exhibitors
11:00 am – 12:15pm | General Session 5 –
How Individuals with a Mild Neurocognitive Disorder Can Fly Under the Radar - Ruby Howard, Psy.D, Desierto Psychological PLLC
12:15 – 1:15 pm | AFA Annual Meeting & Awards Lunch
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1:15 – 2:30 pm | Breakout Sessions
Breakout Session 3A: Balancing Autonomy and Advocacy: Guardianship in the World of Serious Mental Illness - Ruby Howard, Psy.D.
Breakout Session 3B: Best Practices for Fiduciary Inventory & Accountings - Spencer Wilkinson, Esq., JacksonWhite Law
2:30 - 3:00 pm | Afternoon Break/Visit with Exhibitors
3:00 - 4:00 pm | Closing General Session 6 - Religious/Cultural Practices, Communication Tools and Resources to Support our Wards Death & Dying Choices - Leann Thrapp, End of Life Doula, Chaplain Alfonso Pitters Hospice of the Valley and Gwen Barton (Invited)
