The Academy’s Spring Summit is getting underway. I’m looking forward to this year’s 25th Anniversary event!
There are numerous great sessions on marketing, practice management, and technology for the law office. In addition to those sessions, our keynote speaker, James Farrell, from the Arbinger Institute will speak on how mindset is so important to success and happiness. Jeff Haden, author of The Motivation Myth, will help us see how high achievers set themselves up to win.
But, I know members are looking forward to the many education sessions at which they’ll earn CLE credit and learn many new ideas. Dennis Sandoval will kick off the education with a session on Life Care Planning and Hiring a Geriatric Care Manager and a session on Planning for Special Needs. I know attorneys who focus on Elder Law will find these sessions particularly helpful as Dennis focuses on recent attacks on Special Needs planning. Kristin Simmons from Oshins & Associates will present on Asset Protection planning. Kristin will cover the best ways to protect your clients’ assets using Domestic Asset Protection Trusts and a range of other strategies. I’ll be presenting a few sessions this event, including the Basics of Basis, which explores income tax basis in general and specifically looks at how various estate planning strategies impact on income tax basis. Finally, I’ll be doing a presentation about the New Tax Law: What You Need to Know, which will provide a review of the tax law and strategies which clients might employ to take advantage of the opportunities provided by the new law, including the Qualified Business Income (“QBI”) deduction.
The 25th Anniversary event is sure to be a heartwarming reunion for many longtime members and the first meeting of other new friends. I’ll be sure to let you know more about the event in my next blog.
Stephen C. Hartnett, J.D., LL.M.
Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
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