AAEPA Attorney Training
American Academy of Estate Planning Attorneys are First in Nation for Attorney Training by Nationally Known IRA Expert, Ed Slott
San Diego, California – The American Academy of Estate Planning Attorneys conducted an extensive IRA and Retirement training at an educational conference in Las Vegas, Nevada on July 15, 2006. This attorney training program featured nationally known IRA and Retirement expert Ed Slott, from New York, as the instructor.
The Academy is the premier national organization promoting excellence in estate planning by providing member attorneys with educational seminars, material, and other important resources. Over half of the Academy membership from around the country attended to learn more about how to help consumers avoid making irreversible errors with their IRAs and Retirement Accounts. The training was so helpful that the Academy plans another training event for the remainder of the membership.
This conference marked the first-ever event where Mr. Slott limited participation to estate planning attorneys. This training was valuable to the attorneys in attendance, as well as consumers they work with due to the ever-changing and highly complicated issues around IRAs and other retirement assets (401k, 403b, 457, etc.) . If a consumer has a large IRA or other retirement account, the right advice can allow them to take advantage of huge opportunities in the tax code—and more importantly, the wrong advice can cause irreversible problems and cause the entire IRA balance to be taxed immediately. Slott focuses on educating professionals on how to save their clients large sums of money and avoid costly mistakes which would otherwise result in huge tax payments. With estate planning attorneys at the center of many critical retirement planning discussions with their clients, this type of education gives clients a higher level of confidence in the professionals they work with. Attorneys completing this training will now be listed on Mr. Slott's website directory to help consumers and professionals alike find advisors and attorneys.
Academy CEO, Sanford Fisch, says that “the education is imperative for professionals and it helps consumers identify professionals who have attended rigorous training in this complex area of law. “This and other Academy continuing legal education is important because participants are able to learn and apply the latest estate planning techniques to help consumers properly plan their affairs, particularly their IRA's and retirement plans.”
For more help in finding a quality estate planning attorney near you, refer to the Academy's website at www.aaepa.com or call 800-846-1555.
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For further information please contact:
Erin Laverty
858-453-2128 x111
erin@aaepa.com
“I have used virtually every aspect of the Academy from education to what furniture to purchase. I found that with the basic practice building systems I would do better to follow the Academy method almost to the letter. Whenever I have felt I had a better way, I almost always lost valuable time and revenue. We currently use the AAEPA software exclusively for the living trust and related documents. We use the AAEPA documents for other trusts, as well, except for one or two of the more technical trusts.”
Brad A. — Nevada Member