American Academy of Estate Planning Attorneys - Free Audio Sessions - AAEPA

The American Academy Free Audio Sessions—Educational Forum

This free forum features audio sessions with the Academy's premiere educational advisors discussing today's hottest educational topics. Take advantage of your first-class glimpse into our unparalleled education department.

Tax and Insurance Issues upon Transfer of Real Estate to a Trust

Click on the links below to launch Windows Media Player (if installed) and begin listening:

Conference Call Part I (42:22)

In this conference call, Steve Hartnett explores the issues faced routinely by all of us, including: Property/Casualty insurance – Liability insurance – Title insurance – Property Tax/Reassessment – Income Tax – Gift and Estate Tax – and more!

Avoiding the Transfer for Value Rule on Sale of Life Insurance to an ILIT:
PLR 200636086

Click on the links below to launch Windows Media Player (if installed) and begin listening:

Conference Call Part I (42:28)

In this conference call, Dennis Sandoval discusses the facts and ruling of PLR 200636086. In addition, he will present an overview of the grantor trust rules and transfer for value rules, as they apply to irrevocable life insurance trusts.

Medicaid Planning: How to Protect the Home

Click on the links below to launch Windows Media Player (if installed) and begin listening:

Conference Call Part I (25:22)
Conference Call Part II (21:55)
Conference Call Part III (23:45)

One of the important issues in Medicaid planning is how to protect the home. In this conference call, Steve Hartnett covers five different strategies to protect the home and their relative advantages and disadvantages.



“As a young briefing attorney, a U.S. District Court judge once told me that there is more to the practice of law than being a good attorney. An abundance of knowledge and ability mean little if an attorney lacks the ability to lead his clients, associates, and staff. The attorney's knowledge also means little if the attorney lacks the ability to manage the equalizer that favors none, which is time. Therefore, in light of those challenges, if you seek an enlightened way to transform your law practice into a successful business that delivers quality legal services, and which is then transformed further into a successful enterprise that functions smoothly in your occasional absence, then you should read and heed the wisdom contained in The E-Myth Attorney. If you care not, then you risk repeating the failures of so many who came before you.”

Stephen M. — Texas Member