Sample Tools on members.aaepa.com
The Members-Only Website consists of over 1,000 web pages containing a history of all past conference call and event recordings and materials for all education, practice management, software and marketing instruction. It also contains all legal document language, marketing and practice management letters along with available products and special pricing information and ordering systems for vendors of choice.
The following examples are actual items recently uploaded and made available to the membership. The following information is updated regularly.
Estate Plannning Articles
Home Comforts: Maximizing Your Most Valuable Asset
If you're like many Americans, your home is your single most valuable asset, both emotionally and financially. In addition to being the center of your family life and possibly your most significant financial investment, your home can offer you benefits in terms of taxes, estate planning and asset protection. This article provides various examples of the benefits you can take advantage of as a home owner. With the help of a qualified estate planning attorney, you can make the most of your home, now and in the future.
Estate Plannning Articles
Estate Planning: It's About More Than Taxes
In 2010, contrary to a lot of people's expectations, Congress allowed the one-year repeal of the estate tax. Despite all the fuss, the estate tax repeal didn't eliminate the need for estate planning. Why? Estate planning is about so much more than just taxes. This article discusses the many non-tax related reasons why it's important to have an estate plan in place.
Educational Alerts
Basics of Gift and Estate Tax Reduction
This Alert examines the three general categories of strategies to reduce the impact of estate and gift taxation. Since it looks like the estate tax is returning next year with only a $1 million applicable exclusion, this refresher in advanced planning is especially timely. In particular, the Alert examines the Stewart case and how the taxpayer in that case used fractional interest discounts to remove value from her estate.
Software Training Calls
Upcoming Software Training Call
WHEN: Thursday, September 16, 2010
9:00 AM PST
SPEAKER: Donna Hooper, Academy Technical Support
TOPIC: Lifetime Funding in CounselPro 6.0
Technology
August's Software Training Call is Now Available Online!
Donna Hooper reviews some tips on using Counsel Pro more effectively.
2010
Register NOW for the 2010 Fall Summit!
The Academy will be in San Diego for the Fall Summit and we want you there! Register today for your seat at the 2010 Fall Summit. Click on the agenda to see the cutting edge topics and speakers. Be sure to click on the "Register Now" button to get started.
Conference Calls
Upcoming Practice Building Call
Join us Monday, August 16th at noon PT
Classroom Conference Calls
July Education Call Now Available!
In this call Dennis discusses several significant recent cases, private letter rulings, and POMs which may significantly impact your practice. Download this call to listen in on the latest information.
Events
The Fall Summit Agenda is now ready for you to view and Registration is OPEN!
Be sure to snag your seat for a Summit that is packed with topics that'll have you buzzing about them long after the Summit is over. We look forward to seeing you at the Catamaran this Fall!
Ghostwritten Articles
Calculating Your Financial Wealth
488 Words. There are many financial and non-financial reasons to know your net worth. Estate planning is one of those important times when knowing your net worth is essential. When you plan your estate, your attorney needs to have an idea of your financial assets in order to design a plan that achieves your goals and preserves your assets for your family and loved ones. This article provides 3 simple steps to assist you with calculating the financial value of your assets.
Ghostwritten Articles
The Impact of Dying Without an Estate Plan
550 Words. Most of us expect that we'll be around to see another day. However, many people die unexpectedly from accidents, heart attacks, and other misfortunes. However, another big tragedy is dying without an estate plan due to procrastination. The time to plan is when we're alive and well, before illness or incapacity can strike an unexpected blow. This article looks at what would happen if you passed away with no plan in place to outline your wishes both during any period of incapacity and after your death.
Educational Alerts
Two Recent Cases Illustrate the Importance of Proper Asset Protection Planning as Part of an Estate Plan
This Alert examines two recent legal cases which highlight the importance of considering asset protection concerns when arriving at an estate plan. In both cases, an estate planning attorney knowledgeable with asset protection could have achieved their clients' goals. For example, in one case the integration of a fully discretionary trust for the beneficiary into the plan could have insulated the beneficiary from asset protection concerns.
“The work you've done at the Academy is clearly adding immense value to every single estate planning client your Members are working with. Because of the systems you've created, you've eliminated the chaos, eliminated the confusion and created the blessed result of everybody beginning to plan in an organized, dedicated and productive way.”