Robert J. Rosepink, Partner

ATTORNEY BIOGRAPHIES

The partners and associates of Rosepink & Estes

Robert J. Rosepink, Partner

· Biography

· Professional Activities and Distinctions

· Significant Programs

· Publications

· Community Activities

Our Other Attorneys:

David J. Estes, Partner

ROBERT J. ROSEPINK is a partner of Rosepink & Estes. Mr. Rosepink received his B.A. degree magna cum laude and Phi Beta Kappa from Amherst College in 1972 and his J.D. degree, cum laude, in 1975 from The George Washington University Law School. Mr. Rosepink has been an author and lecturer for the State Bar of Arizona and is a past chairman of its Real Property, Probate, and Trust Law Section. He is a member of the ABA and its sections of Taxation and Real Property, Probate and Trust Law. He has also served for several years as Arizona reporter of Significant Current Decisions and Significant Current Legislation for those committees of the ABA Section of Real Property, Probate and Trust Law. He is a Fellow and Regent of the American College of Trust and Estate Counsel, serving on its Fiduciary Income Tax Committee, and a Fellow of the American College of Tax Counsel.

PROFESSIONAL ACTIVITIES AND DISTINCTIONS

· av Rating (Individual and Law Firm), Martindale Hubbell Law Directory

· Fellow, Regent, Executive Committee Member and Treasurer, American College of Trust and Estate Counse

· Fellow, American College of Tax Counsel

· Listed in Best Lawyers in America, 1989 - Present

· Trusts & Estates Estate Planning & Taxation Mini-Board of Editors, 1995-1998

· Chairman, State Bar of Arizona Section of Real Property, Probate and Trust Law, 1984-1985; Executive Council Member, 1982-1984

· Valley Estate Planners, 1983 - 1992

· Central Arizona Estate Planning Council, 1976-1979

· State Bar of Arizona

§ Section of Probate and Trust Law, Member

§ Section of Taxation, Member

· American Bar Association

§ Section of Real Property, Probate and Trust Law, Member

§ Section of Taxation, Member

ROBERT J. ROSEPINK: SIGNIFICANT PROGRAMS

(1997 and later only)

· UCLA/CEB Estate Planning Institute:

"Education Trusts & IRC 529 Plans" (June 2001)

· St. Louis Estate Planning Council:

"Current Developments in Charitable Giving" (March 2001)

· ACTEC Fall Meeting 2000 in Bermuda:

"Changing State Borders–Moving Trusts from One State to Another" (Nov. 2000)

· National CLE Conference (Vail, Colorado); Northern Trust Bank of AZ; and Prescott Estate Planning Council:

"Fiduciary Liability: The Good, The Bad, and the Ugly" (Jan. and Feb. 2000)

· Valley Estate Planners:

"FLP or LLC: To Be or Not to Be" (1999)

· International Association of Estate Planning:

Defense Counsel (1999)

· Oklahoma Bar Association:

"Charitable Non-Trust Techniques" (1997):

· Kentucky Institute on Federal Taxation:

"Charitable Non-Trust Techniques" (1997)

· American College of Trust and Estate Counsel (Western States Regional Meeting):

"Representing Clients With Ties to Multiple States" (1997)

· Notre Dame Tax & Estate Planning Institute:

"Charitable Non-Trust Techniques" (1997)

· Southwestern Legal Foundation:

"Fiduciary Liability: The Good, The Bad, and The Ugly" (1997)

· Estate Planning Council of Seattle:

"Non-Trust Charitable Alternatives" (1997)

· Maricopa County Bar Association:

"Sudden Wealth Syndrome" (1997)

ROBERT J. ROSEPINK: Publications

· 865 T.M., Charitable Remainder Trusts and Pooled Income Funds (BNA) (2001)

· "The Total Return Trust–Where and How to Tax Capital Gains," Trusts & Estates (October 1998)

· "To Be Or Not To Be . . . Revalued For Estate Tax Purposes," Trusts & Estates (October 1997)

· "Happy Anniversary to Retroactive Estate and Gift Tax Rate Increases," Trusts & Estates (October 1996)

· "The Lottery Winner--A New Breed of Client," Trusts & Estates (October 1995)

· "Irrevocable Trusts and Crummey Powers," 15 Probate Notes 128 (1989) [co-authored with L. Henry Gissel, Jr.]

· "Planning for Retirement Plan Distributions is More Difficult after TRA '86," 40 Taxation for Accountants 346 (1988) [co-authored with Thomas R. Hoecker]

· "ERTA Title IV: Estate and Gift Tax Provisions," 17 Ariz. B.J. 27 (1981)

· "Moving to or from a Community Property State," 24 Taxation for Accountants 312 (1980) [co-authored with T.W. Wiley]

· "When What You Own Depends on Where You Move," 2 Family Advocate 20 (1980) [co-authored with T.W. Wiley]

· Arizona Probate (Bancroft-Whitney 1980) [co-authored with T.W. Wiley]

ROBERT J. ROSEPINK: Community Activities

· Trustee, Scottsdale Memorial Health Foundation, 1986-Present; Chairman, 1990-1993

· Director, Scottsdale Memorial Health Systems, Inc. 1989-Present

· Director, American Heart Association, Arizona Affiliate, 1985-1992; Chairman, 1989-1990

· Vice-President/Director, American Heart Association, Dallas, Texas, 1991-1992

· Director, Phoenix Symphony Association, 1989-1992

· Director, Arizona Community Foundation, 1984-1992

· Trustee, Leukemia Society of America, Arizona Chapter, 1982-1984

· Director, Arizona Boys Community, Inc. 1981-1984

· Valley Leadership (Class V; 1983-1984)

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