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2008

  • American Academy Recognizes Outstanding Estate Planning Attorneys with Fellow Designation Program
    SAN DIEGO, CA - March 12, 2008 - The American Academy of Estate Planning Attorneys (AAEPA) announced today the creation of the Academy Fellow designation. The Fellow program recognizes Academy Members who demonstrate advanced expertise and significant practical experience in the total estate planning, trust, tax planning, guardianship, probate and estate administration fields..
  • Estate Planning – The Next Generation
    SAN DIEGO, California - Dealing with real life issues, such as divorce and second marriages, and passing on family traditions and values has often been overlooked in traditional estate planning. Traditional “bare bones” estate planning has focused only on financial wealth and what happens after death. But what about what happens during your life? Today, American families are realizing outdated, traditional estate planning methods are failing them and they want and need a more holistic approach to deal with today’s issues. January 28, 2008.

2007

“Having the Academy's Education Department at my beck-and-call allows me to devote more time to developing my practice and bringing in more business instead of constantly reading case law and journals. Even the best publications are a month to 6 weeks behind on the law by the time I get them. With the Academy, I get the new and relevant case and tax law changes literally as they are happening! That feature alone is worth my membership fee. And even my most complex questions are usually answered within a few hours — my clients are always shocked at how fast I can resolve their issues. Now that's real customer service.”

Ronda G. — Louisiana Member

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