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2008

  • American Academy Recognizes Outstanding Estate Planning Attorneys with Fellow Designation Program
    SAN DIEGO, CA - March 12, 2008 - The American Academy of Estate Planning Attorneys (AAEPA) announced today the creation of the Academy Fellow designation. The Fellow program recognizes Academy Members who demonstrate advanced expertise and significant practical experience in the total estate planning, trust, tax planning, guardianship, probate and estate administration fields..
  • Estate Planning – The Next Generation
    SAN DIEGO, California - Dealing with real life issues, such as divorce and second marriages, and passing on family traditions and values has often been overlooked in traditional estate planning. Traditional “bare bones” estate planning has focused only on financial wealth and what happens after death. But what about what happens during your life? Today, American families are realizing outdated, traditional estate planning methods are failing them and they want and need a more holistic approach to deal with today’s issues. January 28, 2008.

2007

The CATS database is the key to my practice. With a simple point and click, I can manage the marketing of my practice. I can also see instantaneously every time we have contacted a prospect or client and everything we've either done for them, or said to them or been told by them. I can't imagine practicing without it.

Wesley G. — Louisville, Kentucky Member