EVENTS
Click here for upcoming Academy events

ACADEMY
FOUR PILLARS
The Academy Four Pillars

Support & Systems for the Academy Pillars

RESOURCES
Market Your Law Practice

Click here for a listing on this top-ranked national directory of estate planning, probate & elder law attorneys

 

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


Being a member of the Academy is like being a member of a large law firm. When I have a question about any topic that I don't know the answer to, I can always get the answer from the Academy. As a sole practitioner that is very important to me.

Stan B. — Seattle, Washington