Samuel DiPietro to Present on BDITs at CLE by the Sea Event

Samuel DiPietro Presents on Beneficiary Defective Irrevocable Trusts at Arizona’s CLE by the Sea

On July 9, 2025, Samuel DiPietro, an esteemed attorney with Spencer Fane, delivered a comprehensive presentation at the State Bar of Arizona’s highly regarded CLE by the Sea program, which took place in Coronado, California. This event, known for its educational sessions and networking opportunities, brings together legal professionals from around the country to enhance their knowledge and skills in various areas of law.

DiPietro’s presentation titled “Beneficiary Defective Whats?!?” was part of the seminar’s Probate track, focusing specifically on the intricacies of Beneficiary Defective Irrevocable Trusts (BDITs). These innovative legal instruments allow individuals to transfer assets to a trust while retaining certain rights and benefits. His approach to the topic emphasized the practicality and functionality of BDITs, making complex concepts accessible to attendees. With a reputation as a thought leader and seasoned presenter in the field, DiPietro’s insights into trust management and estate planning are particularly relevant in today’s rapidly changing financial landscape.

As an attorney at Spencer Fane, DiPietro works in close collaboration with families and their advisors to design customized estate plans that cater to the unique needs of each client. His extensive experience in estate planning equips him to address the challenges faced by modern families, ensuring that wealth is not only protected but also transferred seamlessly across generations. This personalized approach has garnered him recognition in the legal community as a trusted practitioner dedicated to advancing the interests of his clients.

The CLE by the Sea program is renowned for its rigorous agenda, covering a range of pertinent legal topics. This year’s agenda can be accessed here. It features an array of distinguished speakers and offers participants the opportunity to earn continuing legal education credits while engaging in discussions about contemporary legal practices.

DiPietro’s involvement in this program underscores his commitment to professional development and the dissemination of knowledge within the legal community. His ongoing contributions not only enhance the understanding of trusts and estates but also support legal practitioners in navigating the complexities of client needs in estate planning. As the legal landscape evolves, continued education in areas such as BDITs remains vital for attorneys seeking to provide top-tier services to their clients.