American Academy Calling Memphis Home for 2009 Spring Summit
Exclusive Membership Organization Brings Attorneys From Across the Nation Together for Educational Event
SAN DIEGO, California – December 15, 2008 - The home of blues and the birthplace of rock ‘n roll will be the site for the American Academy of Estate Planning Attorneys’ 2009 Spring Summit. The American Academy is proud to announce they will be holding their bi-annual educational event at the historic Peabody Hotel located in the heart of Memphis, Tennessee. The Spring Summit will begin on Wednesday, April 22, 2009 with the Boot Camp To Success Sessions. The Main Event for the exclusive membership will kick off on Thursday, April 23, 2009 and wrap-up on Sunday, April 26th.
The Boot Camp To Success agenda includes How To Create Your Law Firm Blueprint, Integrated Marketing Systems Revealed, The Most Misunderstood or Nonexistent Systems in Most Law Firms, and The Advantages of Technology. To qualify to attend this exclusive and transformational training session prospective members will need to attend a Teleseminar with Robert Armstrong, Sanford M. Fisch, and special guest Michael Gerber. “How to Have a Thriving Estate Planning Law Practice in This Troubled Economy” Teleseminar, conducted on January 28, 2009, addresses the major concerns attorneys are having during these tough economic times. For those who qualify to attend the event in Memphis, they will have an intense 8 hours of training and will also have the opportunity to meet with current members and discover the benefits of membership with the Academy.
The Main Sessions will focus on educational topics such as changes to laws effective in 2009 and the role the inauguration of Barak Obama as President has played on tax law and planning issues. There will also be practice building sessions for members to focus on their business, marketing and the financials of their law firm. Past sessions have included Tax Time Rescue, The Anatomy of a Financially Successful Law Firm, Top Ethical Challenges, Hiring and Firing, and the ABCs of ILITs. The Spring Summit Breakout Sessions will focus entirely on marketing and the importance of going back to basics in tough economic times. The Breakout Sessions will be geared to both the attorneys and their staff. Check with the Academy for the specific agenda developed for this Memphis Summit.
Mr. Armstrong and Mr. Fisch have spent the last two decades fine-tuning, studying and testing systems that made their estate planning practice work. Over the years they have taught hundreds of other attorneys about the systems needed to run a successful practice. The twice yearly educational events have become a staple of Academy Membership. Past speakers have included industry leaders such as Tony Batman, CEO of 1st Global, Wayne Rivers, Co-Founder and President of The Family Business Institute and world renowned author and small business guru Michael Gerber. Past sprint summits have been held in Denver, Colorado, St. Louis, Missouri, and Ft. Worth, Texas. All Fall Summits are held in San Diego, California where the corporate offices for the American Academy are located.
Founded in 1993, the American Academy of Estate Planning Attorneys is the premier national organization promoting excellence in estate planning by providing member attorneys with the legal research and education it takes to serve consumers with the highest quality advice and estate plans.
For further information please contact:
Erin Laverty
858-453-2128 x 111
erin@aaepa.com
“I was moved to share a recent story from my practice. I am sure you hear things like this all the time but I still wanted to share. As a new attorney (new to the practice of law and new to Estate Planning), I started my practice with the Academy. I often find myself relying on Education to feel comfortable in assisting clients or anytime something is or even 'feels' new. The end of last year, I had a case that was very different I emailed Education about the client's problem. Not only did I receive an answer back but Steve took time to talk me through the fact pattern and send me fact scenarios to run through with the client, not only helping me understand the law but what I needed to do to assist the client and properly draft the document. Last week, I had a lunch and learn with the advisor that referred the client to us and she commented that without my knowledge she sent the plan and documents to her brokerage company's attorney. They told her that it was the 'most thorough and complete estate work they have seen in years.' Needless to say, the advisor will be sending me additional work in the future. I am sure you hear things like this all the time but I really appreciated the time all the Academy staff takes to invest in our practice and lives and felt compelled to share this story.”
Melanie L. — Virginia Member