Academy in the News
2008
Outside Presentations
Dennis Sandoval will be teaching “Estate Planning for Business Owners” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Spring 2008.
Dennis Sandoval will be teaching “Fiduciary Income Taxation of Estates, Trusts and Beneficiaries” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Fall 2008.
2007
Leadership Positions
Dennis Sandoval was appointed to the Planning Committee for the 2007 NAELA Symposium.
Steve Hartnett has been elected as Treasurer of the Southern California NAELA Chapter in June 2007.
Dennis Sandoval has been given the accredited Estate Planner Designation by National Association of Estate Planners and Association in June 2007.
Dennis Sandoval has been elected to the Board of Directors of the National Elder Law Foundation in June 2007.
Dennis Sandoval has been appointed as Chairperson of NAELA Certification Review Committee in June 2007.
Dennis Sandoval has been appointed as President-Elect of Southern California NAELA chapter in June 2007.
Outside Presentations
Dennis Sandoval will be teaching “Post Mortem Estate Planning” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Fall 2007.
Dennis Sandoval will be teaching "Fundamentals of Medi-Cal Planning" for NBI in August 2007.
Dennis Sandoval taught "Medi-Cal Updates" for the Riverside County Bar Association in June 2007.
Dennis Sandoval presented the “Medi-Cal Update” to Riverside County Bar Association Estate Planning Section in June 2007.
Robert Armstrong presented “The Benefits of Outsourcing Legal Work” at the Legal Industry Outsourcing Forum in Los Angeles on June 21, 2007.
Dennis Sandoval presented the “Medi-Cal Update” to Riverside County Bar Association Estate Planning Section in June 2007.
Robert Armstrong presented “The Benefits of Outsourcing Legal Work” at the Legal Industry Outsourcing Forum in New York City on May 23, 2007.
Dennis Sandoval taught "Fundamental Issues in Elder Law" for NBI in April 2007.
Dennis Sandoval is an adjunct professor teaching the Wills and Trusts class at California Southern University School of Law.
Published Articles
Dennis Sandoval was a contributing author to the new Continuing Education of the Bar treatise “Drafting and Administering Special Needs Trust in California,” to be published in 2007.
Dennis Sandoval authored “Look at the Tax Consequences Before You Leap into a Care Contract,” published in January 1, 2007 issue of Spidell’s Elder Client Planner.
Quoted
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.
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 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.
Interviews
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.
COURSES ATTENDED
Dennis Sandoval will be attending the 2nd Annual Life Care Planning Law Firms Association Conference in September.
Sanford Fisch attended Los Angeles Entrepreneurial Leadership Program in June 2007.
Robert Armstrong attended 3-day Marketing Symposium in Baltimore in June 2007.
Member Services Department participated in course on Marketing and Coaching in June 2007.
Member Services Department attended an online teleconference on Jump Starting Your Public Relations in June 2007.
Steve Hartnett and Dennis Sandoval attended the Southern California NAELA meeting in June 2007.
Dennis Sandoval and Steve Hartnett attended the CEB course “Conservatorships: Omnibus Conservatorship and Guardianship Reform Act of 2006” in June 2007.
Steve Hartnett attended CEB course “Preparing for & Dealing with a Client’s Incapacity” in June 2007.
Steve Hartnett will be attending CEB course “Estate Planning Scams, Botched Trusts & Other Disasters” in June 2007.
Steve Hartnett will be attending CEB course “Preparing Estate, Gift & Fiduciary Income Tax Returns” in June 2007.
Dennis Sandoval attended California Advocates of Nursing Home Reform 2007 Elder Law Conference: Rights, Remedies and Restitution in May.
Dennis Sandoval attended "Protecting Asset for Medi-Cal Benefits After the Deficit Reduction Act" by CEB in March.
Dennis Sandoval attended the USC Gould School of Law 2007 Tax Institute in January.
Dennis Sandoval attended "Analyzing Transmutation and Separate Property Contribution Issues" by CEB in January 2007.
Dennis Sandoval attended "Forming and Operating Limited Liability Companies" by CEB in January 2007.
Dennis Sandoval attended 22nd Annual Recent Developments on Estate Planning and Administration by CEB in January 2007.
Dennis Sandoval attended the 2007 Federal and California Tax Law Update by Spidell Publishing in January.
2006
Leadership Positions
Dennis Sandoval was elected Vice President of the Southern California Chapter of NAELA.
Dennis Sandoval was appointed by Donna Bashaw, President of NAELA, as chairman of the CELA Review Committee for the NAELA.
Dennis Sandoval, member of the Steering Committee of the Tax Special Interest Group of NAELA.
Steve Hartnett, member of the Steering Committee of the Trust Special Interest Group of NAELA.
Outside Presentations
Dennis Sandoval presented to the Inland Empire Enrolled Agents Society in San Bernardino in December 2006 on “IRA Planning.”
Dennis Sandoval was the guest speaker for NAELA’s monthly conference call in December 2006 on the “Basics of IRAs.”
Dennis Sandoval was the guest speaker on “IRA Planning” for the NAELA CELA Review Course before the NAELA Advanced Institute in Salt Lake City, UT in November 2006.
Dennis Sandoval presented at the Caregivers Symposium in October 2006.
Dennis Sandoval conducted a Medi-Cal Planning CE presentation and IRA planning CE presentation for the Metropolitan Life of Southern California Conference for Financial Planners, Fallbrook CA in August 2006.
Dennis Sandoval conducted an IRA Planning CE presentation to the Metropolitan Life financial planning office, San Bernardino, CA in June 2006.
Dennis Sandoval conducted an IRA Planning CE presentation to the Metropolitan Life financial planning office, Temecula, CA in June 2006.
Dennis Sandoval conducted an IRA Planning CE presentation for First Global BMS Global Warming 2006 Conference, Dallas TX in May 2006.
Steve Hartnett conducted an IRA presentation for the NAELA CELA Review Course before the NAELA Symposium in Washington, D.C. in April 2006.
Dennis Sandoval was a presenter at First Annual Life Care Planning Attorneys Conference in Nashville, Tennessee.
Dennis Sandoval was the adjunct professor for the Chapman University School of Law LL.M. in Taxation program, teaching the Income Taxation of Fiduciaries and Beneficiaries.
Dennis Sandoval was the Featured Presenter at the NAELA Advanced Institute in Salt Lake City on the topic of “Using Medicaid Intentionally defective Trusts for Medicaid Planning after the Enactment of DRA.”
Quoted
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.
Interviews
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.
Courses Attended
Dennis Sandoval attended the Thirtieth Annual Estate Planning Section of the California State Bar Fall Program in November 2006.
Dennis Sandoval attended the 2006 NAELA Advanced Elder Law Institute: Revisioning the Practice in November.
Dennis Sandoval attended the "Update from the 2006 USC Probate and Trust Conference" by Riverside County Bar Association in November.
A New Trick For Avoiding Estate Taxes
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.
Sanford Fisch Quoted in The National Law Journal
Sanford Fisch was recently quoted in "Estate Planning Borrows
Page from Tupperware" written by Sheri Qualters which was published
in The National Law Journal on February 26, 2007.
Academy
Education Director, Dennis Sandoval is Published Once Again!
Dennis Sandoval wrote an article titled "Tax-Efficient
Funding of a Lifetime Special Needs Trust," that was recently
published in the October 2005 issue of Estate Planning Magazine.
As the article explains, numerous strategies are available to taxpayers
with potential estate tax liabilities who wish to fund a special
needs trust for a disabled beneficiary in a gift and/or estate tax-efficient
manner.
Reports
of Its Death Are Greatly Exaggerated: The State Death Tax Lives
On
Steve Hartnett, Associate Director of Education and Dennis Sandoval,
Director of Education published this article in the February/March
2004 issue of Journal of Practical Estate Planning magazine.
In the article, they discuss the changes in state death taxes resulting
from the Economic Growth and Tax Relief Reconciliation Act of 2001.
They also explain how this legislation results in the loss of a
significant source of state revenue. State response to this result
differs widely.
Code
Sec.529 Plans: Estate Planning's Holy Grail?
Associate Director of Education, Steve Hartnett Published in the
September 2003, Journal of Practical Estate Planning magazine.
Great Medicaid Without
Giving Up the Farm
Find out how a Medicaid applicant can keep his home and his eligibility
in this great article Dennis Sandoval had published in the July
2003, Trust & Estates magazine.
A
Great Article on Asset Protection written by Academy Education Director,
Dennis Sandoval
There are many drafting techniques that will increase the asset
protection available to trust beneficiaries. An estate planner should
take advantage of these techniques when preparing a trust for a
client who is concerned about creditors. To find out more read Dennis'
article "Drafting Trusts for Maximum Protection From Creditors"
in the June 2003, Estate Planning Journal.
Academy Education Director,
Dennis Sandoval is once again published
Academy Education Director, Dennis Sandoval is once again published.
See the "Estate Planning Magazine" December 2002 - January 2003
issue for the article entitled: "Judicial Foreclosures & Constitutional
Challenges: What Every Estate Planning Attorney Needs to Know".
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.
Sample Academy FYI
The Education Deparment summarizes cases, law changes, and any current
development - then distributes these FYIs to the membership before
most of this information is readily available anywhere else!
Sample Estate Planning Alert
The Education Deparment writes a monthly educational/marketing piece
for members to educate professional advisors in their areas. This
multi-prong advisor education approach is one of the important tools
members use to generate referred business.
New Education Advisory Board Members
The EAB has added three new Members replacing those whose terms
have expired.
The chairman of the Education Advisory Board, Jack O'Drobinak and
the Academy would like to acknowledge the participation and contribution
from those leaving the Board.
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