I just returned from the American Academy’s Spring Summit event in Louisville, Kentucky. It was great to see old friends and to make new ones!
At the Summit event in Louisville, I was particularly impressed by all the learning going on. Members were learning substantive law, practice management, marketing, ethics, and many other topics.
Learning really is a lifelong process. At the Academy we recognize this and help to keep the learning going all year long! In addition to the semi-annual Summit conferences, we have monthly “Classroom Conference Calls”. Those calls offer about an hour of instruction on various topics with time for a Q & A. The topics for the calls range from tax issues to trust drafting tips to elder law issues to creditor protection. The calls are archived, so they are always available to members.
As a special treat for those who are not yet members of the American Academy, here is a special link to a past Classroom Conference Call. The call, Trusts as Beneficiaries of IRAs: Having Your Cake and Eating It, Too, examines how to get a distribution stretch for IRAs, while paying plan benefits to a trust. This is important, since, in Clark v. Rameker, the Supreme Court held that there is no bankruptcy protection for an inherited IRA. By making a trust the beneficiary, you can get asset protection from the trust wrapper.
This is just a sample of the type of learning available to members of the American Academy on an ongoing basis. If you would like more information, please contact firstname.lastname@example.org.
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
Latest posts by Steve Hartnett (see all)
- Beneficiary Designations, etc., Aren’t a True Substitute for a Trust - February 19, 2019
- New Tax Proposals - February 12, 2019
- State Income Taxation of Nongrantor Trusts - February 5, 2019