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Interviewed/Quoted In

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2009

• Steve Hartnett was quoted in the Money Magazine article “5 Things To Know About Naming Beneficiaries” in the March 2009 issue.
  
  
• Dennis Sandoval was interviewed by Exceptional Parent Magazine, a publication for the Special Needs Community, in January 2009.
  
  

2008

• Steve Hartnett was interviewed by Wells Fargo on “Estate Planning” for their Insight Series in September 2008.
  
  
• Dennis Sandoval was interviewed by CNN on “Special Needs Trusts" in August 2008.
  
  
• Dennis Sandoval was interviewed by USA Today on “Adoption Tax Credit” in August 2008.
  
  
• Steve Hartnett was quoted in the Valley News Today’s article, “On Investing: A Family Conversation about Wealth and Inheritance.” The July 3, 2008 article stressed the importance of families communicating about what heirs should expect in order to avoid later confusion and family conflict. July 2008
  
  
• Dennis Sandoval was quoted in the article “Choice of a Lifetime” written by Joe Vidueira, in AARP’s Segunda Juventud in Summer 2008
  
  
• Steve Hartnett was interviewed for Dow Jones MarketWatch.May 2008
  
  
• Robert Armstrong's advice sought out by Money Magazine yet again! Mr. Armstrong was quoted in “A Midlife Money Checkup” by Penelope Wang in the March issue. The article was part of the Cover Story “A Boomer's Guide to Financial Freedom” that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. February 12, 2008
  
  

2007

• The John Tesh Radio Show recommended the Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007. Mr. Tesh recommended that listeners go to the American Academy of Estate Planning Attorney's website to find a qualified estate planning attorney in their area. The Academy website is also recommended on the Tesh site . The John Tesh Radio Show airs on 260 stations across the United States and Canada with an audience of over 8 million listeners. John Tesh is known as a popular television host, singer and syndicated talk show host. December 6, 2007



• Jean Chatzky's article, "Single? Then You Need a Plan of Your Own" includes advice from Robert Armstrong in the December issue of Money Magazine . The article focuses on the importance of planning for singles, not just couples. November 20, 2007



• Steve Hartnett was quoted in the CNNMoney.com article, “Buffett: Tax my kin, please” by Jeanne Sahadi on November 14, 2007. The article focuses on billionaire Warren Buffett's stance as a proponent of the estate tax as well as the philanthropic contributions he is planning to make upon his death. November 14, 2007



• Robert Armstrong was quoted in the article, "PRACTICE MANAGEMENT: How to Waltz with Clients' Lawyers" released on the Dow Jones Newswire September 18, 2007. The article delves into the importance of a healthy working relationship between financial advisors and their clients' attorneys. It shares tips, as well as pitfalls, from leading lawyers around the nation.



• Steve Hartnett has been quoted in the Peter's Township Magazine in a general article about estate planning to be published September 2007.
  
  
• Steve Hartnett was quoted in an article for Investment News  regarding the collective share law currently in place in South Carolina.



• Steve Hartnett was used as a resource for Slate Magazine's August 30th article about the Pet Trust of the late Leona Helmsley. His estate planning knowledge and expertise were used to explain the legal workings of a Pet Trust and the ramifications if Helmsley's grandchildren choose to contest her will.
  
  
• Only put off until tomorrow what you are willing to die having left undone. (Pablo Picasso)
  The recommendation of Money Magazine is that you find a member of the American Academy of Estate Planning Attorneys. Pablo Picasso was highlighted in the September 2007 issue of Money Magazine. The article was entitled "Twenty Timeless Money Rules." Though he is best known for his unique artistic talents, he was also known to have been willing to die without an estate plan-leaving a huge mess for his heirs. This same article discusses the importance of finding the type of attorney you can trust to assist you with planning for your family's legacy and provided consumers with the Academy web address.
  
• Sanford Fisch was quoted in The San Diego Union-Tribune article “Cash in on this advice, Calif. Newlyweds” by Kathleen Pender, published June 24, 2007.
  
  
• Sanford Fisch and Steve Hartnett were quoted in the San Francisco Chronicle article “Just wed? Cash In On This Advice” by Kathleen Pender, published on June 12, 2007.
  
  
• Steve Hartnett was interviewed March 7, 2007 by Lisa Schiedler of Crain's Investment News, a national publication, on estate planning strategies, particularly 529 plans.
  
  
• Sanford Fisch was quoted in “Estate Planning Borrows Page from Tupperware” written by Sheri Qualters which was published in The National Law Journal on February 26, 2007.
  
  
• Steve Hartnett was quoted in the Wall Street Journal on Saturday, February 24, 2007 on the topic of 529 Plans. The article entitled, “A New Trick For Avoiding Estate Taxes,” examines how setting up 529 plans for children and grandchildren then making lump contributions can help avoid some estate taxes while maintaining control of those funds.
  

2006

• Steve Hartnett was quoted for the article “7 Ways to Prepare for the Death of a Parent” in Men's Health magazine published in October 2006.
  
  
• Dennis Sandoval was interviewed in December 2006 by Redbook magazine editor regarding estate and retirement planning issues to be used in a future issue of Redbook.
  
  
• Dennis Sandoval was interviewed in December 2006 by Ladies' Home Journal magazine editor regarding the importance of estate planning issues to be used in a future issue of Ladies' Home Journal.
  
  
• Steve Hartnett had an OnAir interview with KMOV TV (CBS affiliate) in Missouri in May 2006.

2002

• CNN Money Magazine
  Director of Education, Dennis Sandoval and Associate Director of Education, Steve Hartnett, talk to CNN about the common problems that family feud distributions stir up! The article "Fighting Family Feuds" by Annelena Lobb May 21, 2002, is in CNN Money Magazine.
  
  
• "Good Will Hunting: Avoid These 10 Will-Writing Snafus"
  This excellent article was published on CBS Marketwatch on January 24, 2002. It quotes member Eric Smith and the Academy's own Steve Hartnett regarding common estate planning mistakes. The article was published on CBS Marketwatch on January 24, 2002.