American Academy of Estate Planning Attorneys - Educational Presentations & Courses Attended - AAEPA

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Educational Presentations & Courses Attended

  • Dennis Sandoval presented “Using Irrevocable Trusts in Planning for Veteran’s Aid and Attendance Benefits” for the Southern California Chapter of NAELA. September 2009

  • Dennis Sandoval attended the Fourth Annual Life Care Planning Law Firms Association Annual Conference. September 11-12, 2009

  • Dennis Sandoval/Steve Hartnett attended the Southern California Chapter of NAELA Meeting. September 2, 2009

  • Dennis Sandoval attended the California Trial Attorneys Webcast: "Medicare and Medicaid Lein Resolution". July 31, 2009

  • Dennis Sandoval attended the Disability Rights California Conference: Advocating for Special Needs Children: An Overview of the IEP Process. July 31, 2009

  • Dennis Sandoval attended the "Planning for Special Needs Persons". July 30, 2009

  • Dennis Sandoval presented “Planning for the Jones: A Life Care Planning Case Study” for the California Society of Enrolled Agents Annual Conference. June 2009

  • Dennis Sandoval presented “Using Irrevocable Trusts in Medi-Cal Planning” for the California Advocates for Nursing Home Reform Annual Conference for Elder Law Attorneys. June 2009

  • Steve Hartnett attended the ALI-ABA Webcast - "Immediate Post-Mortem Estate Planning". June 25, 2009

  • Dennis Sandoval attended the California Bar Taxation Section: 2009 Annual Income Tax Conference. June 19, 2009

  • Dennis Sandoval/Steve Hartnett attended the Southern California Chapter of NAELA Meeting. June 3, 2009

  • Dennis Sandoval presented “What Every Financial Planner Needs to Know About Probate” for the San Gabriel Financial Planning Association Chapter Meeting. May 2009

  • Dennis Sandoval presented “GRATs are Great!:Leveraging Distributions into Lifetime Special Needs Trusts” for the Special Needs Alliance Arm Chair Chat. May 2009

  • Dennis Sandoval presented “Planning for Special Needs Persons” for the National Association for the Mentally Ill Riverside Chapter. May 2009

  • Dennis Sandoval presented “Using a GRAT to Fund a Special Needs Trust” for the Special Needs Alliance Armchair Chat - Advanced Estate Planning for Wealthy Special Needs Parents. May 2009

2008 Archive


2008 Archive


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“Without the advice and guidance of AAEPA, my law practice would not be nearly as successful. The resources made available to members of AAEPA are invaluable. The ability to draw on the personal and practical experience of estate planning attorneys across the country coupled with the knowledge and commitment of the education department has allowed me to better assist my clients and their needs. Furthermore, the organized and efficient marketing systems not only helped me to find prospective clients; but also, helped me maintain client relationships. I owe much of the success of my law practice to AAEPA.”

Mary F. — California Member