Preparing for a Tax Law Change

Attention Academy Attorneys:

TAX LAW WEBSITE POSTING
As we wait for the final word on how the estate tax laws will be changing, we created a Tax Law posting for all member websites under their Law Firm News section. If you would like to edit it, you can do so through the website control panel. The posting is titled “The Estate Tax

Ball is About to Drop!” Be sure to send an eAlert referencing this posting and link to it on your Facebook page.

Once a new law is passed, here is what will happen

Education CCC
The January Education CCC topic is “Estate Tax Deja Vu” which will discuss the changes as they stand as of the date of the call.

Academy Tax Law Update Items
Each year the Academy updates marketing materials and interactive portions of member’s law firm websites when the laws change. As soon as we know what the tax law will be, we will focus on updating the following items for Members:

All of these updates will be made available as they are completed:

• Education provides eAlert announcing changes to consumers and professionals
• Legacy Wealth Planning and Estate Planning Seminars and Handouts
• Tax Law Insert for Newsletter and Handout stock
• Member’s Law Firm Website copy and announcements
• Seminar Advertising and RME Direct Mail
• All Academy Reports
• 12 Part CE Course
• New Estate Planning Articles

This labor intensive process involves Education, Member Services and Web Services and it typically takes 8—10 weeks. We will post and announce these items as soon as they become available.

The current slides in your seminars refer to the exemption going down to $1 million on January 1, 2013. KEEP THEM IN THE SEMINAR until the law changes. Some of this confusion can bolster your point about how unpredictable Congress has always been. Emphasize that this is no excuse to postpone planning. Pause and ask the audience what reasons most people are planning for.

Happy Holidays!

Susan Russel
Director of Member Services
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
www.aaepa.com