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CONTACT US
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Members of the media and
press may contact Media Relations at:
Phone: 858.453.2128 x111
Email: mediarelations@aaepa.com
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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
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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 Hartnettwas
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 Armstrongwas
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 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.
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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.
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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.
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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.
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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.
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Steve Hartnett was quoted in the Wall Street Journal
on Saturday, February 24 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
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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.
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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.
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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.
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Steve Hartnett had an OnAir interview with KMOV TV
(CBS affiliate) in Missouri in May 2006.
2002
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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.
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"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.
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“In 2003 I decided to implement a life balance decision to schedule my office 4 days per week. I was able to easily accomplish this with the assistance from the Academy systems which allow me to work smarter and not just longer. In addition, a Fellow Academy member also provided personal guidance to me on how he had implemented the same strategy some time ago in his practice. This change was implanted without a hitch and remains today.
For me, my membership in the AAEPA is about much more than documents or strategies for providing quality estate planning services. It allows me to do all the things that the top estate planners do while maintaining the quality of life that I have chosen. I will never again feel like the practice of law is swallowing me up whole like Moby Dick!”
Dennis D. — Davenport, Iowa Member
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