American Academy of Estate Planning Attorneys Member Listing
Unless otherwise noted, all attorneys have satisfied the 36 hours of annual Continuing Legal Education requirement of the American Academy
Recent News

Hitting the Jackpot Changes Everything: Critical Estate, Financial, Tax and Charitable Planning for Lottery Winners
Winning the lottery changes a person’s financial life overnight. Before the prize is claimed, however, the winner needs to consider how that sudden wealth affects taxes, privacy, family arrangements, gifting, and the Estate Plan. The...
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The Role of Communication in Estate Planning Client Satisfaction
Estate planning clients are often asked to make decisions they do not make every day. They may be thinking about family dynamics, aging parents, young children, blended families, business interests, financial concerns, or the legacy...
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Integrating Your Tools: Building One Connected Practice Workflow
A technology array can look impressive and still leave a firm feeling disorganized. The intake form works. The calendar works. The document drafting software works. The payment system works. The email platform works. But the...
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