Education Advisory Board
eab@aaepa.com
The Education Advisory Board consists of a cross-section of the membership. Members new to estate planning as well as seasoned estate planning members participate on this Board. The “EAB” discusses the direction of Academy documents and legal education. Summit and conference call agendas are typically reviewed with suggestions on maintaining or introducing a particular focus for the rest of the membership.
“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.”