Monthly Classroom Conference Calls

All of these calls are taped and archived on the web for Members to use.

2003 CCC Schedule  
January 31
Time: 12 Noon PST
Speaker: Dennis Sandoval
Topic: Understanding the AP RLT Trustee Options (including new options to be released in early 2003)
February 28
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Understanding the DAP Distribution to Beneficiairies Options (includes two new options to be released in early 2003)
March 28
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Transferring the Residence for Medicaid Planning
May 30
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Using Irrevocable Income Only Trusts for Medicaid Planning
June 27
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic:TBD
July 25
Time: 12 Noon PST
Speaker:TBA
Topic: TBD
August 29
Time: 12 Noon PST
Speaker:TBA
Topic: TBD
October 31
Time: 12 Noon PST
Speaker:TBA
Topic:TBD
November 21
Time: 12 Noon PST
Speaker:TBA
Topic:TBD
 

2002 CCC Schedule  
January 25
Time: 12 Noon PST
Speaker: Dennis Sandoval
Topic: DAP 4.0 RLT Document Review
February 22
Time: 12 Noon PST
Speaker:TBA
Topic: DAP 4.0 Special Needs Trusts Document Review
March 22
Time: 12 Noon PST
Speaker:TBA
Topic: DAP 4.0 Simple RLT Document Review
May 31
Time: 12 Noon PST
Speaker:TBA
Topic: GRITs, GRATs, GRUTs
June 28
Time: 12 Noon PST
Speaker:TBA
Topic:Funding Under DAP 4.1
July 26
Time: 12 Noon PST
Speaker:TBA
Topic: SCIN/PAT
August 30
Time: 12 Noon PST
Speaker:TBA
Topic: QPRT
September
None Due to Summit
October 25
Time: 12 Noon PST
Speaker:Steve Hartnett
Topic:Charitable Lead Trusts can be a powerful way to benefit charity and leverage the applicable exlusion amount.
November 22
Time: 12 Noon PST
Speaker:Dennis Sandoval
Topic: Private Foundations



“I left an in-house counsel position at a large bank to start my own practice at a time that the bank was being prepared for a merger and my position was likely to terminate. I had no clients and only a sketch of a business plan in my head. I linked up with a couple of life insurance agents who were giving living trust seminars to prepare the documents for their customers. I was paid separately and had the clients sign a separate engagement agreement. I didn't know enough about what I was doing and needed a big jump start. I saw an ad for the American Academy of Estate Planning Attorneys and began to do a lot of due diligence. I borrowed the necessary money for the membership and to hire a very competent secretary, took the training, read the materials and started to do seminars almost immediately.

I now have a partner, an associate and a former partner who is of counsel with my firm. We are keeping 11 full-time and 2 part-time employees busy and manage to bring in close to $2M in revenue each year.”

Brad A. — Nevada Member