This week, I’m in Louisville, Kentucky, for the Academy’s Spring Summit event! I’m looking forward to seeing all my Academy friends there. I interact with members every day, but my opportunity to see them in person is at the Academy events. In addition to numerous meetings, I’ll be giving two presentations, Powers of Appointment and The Trust Protector: What One Is and Why They Are Important. The first examines the use of Trust Protectors and how they can add flexibility to a document. I’ll … [Read more...] about Off to Louisville!
Academy Summit
Off to Houston!
I’ll be leaving shortly for the Academy’s Spring Summit event in Houston! I’m looking forward to seeing all my Academy friends. I interact with members every day, but my opportunity to see them in person is at the Academy events. In addition to numerous meetings, I’ll be giving two presentations. The first examines the ethics of an estate planning attorney also providing financial services in a separate entity. As attendees will learn, informed written consent is key to avoiding the possible … [Read more...] about Off to Houston!
Recognizing the Source
In the estate planning world, we're all familiar with the importance of creating a legacy, and putting that legacy into a form that can be passed from one generation to another. One’s legacy can be to leave our children with the structures and ambitions to make a difference in this world, another may be to carry our parents’ or grandparents’ traditions or spirituality to future generations, while yet another may pass on a work ethic or education or contribution mindset that marks our … [Read more...] about Recognizing the Source
Reflections on the Academy Summit
As I discussed in previous blogs, we had our semi-annual Academy Summit event last week in San Diego. Our Academy events tackle many legal technical issues, such as the Core I presentation I discussed in my blog last week. But, the events also discuss marketing and other issues of interest to estate planning attorneys, such as motivation and even health. A great example of this was the keynote speaker, Dr. Sean Stephenson, the author of “Get Off Your But: How to End Self-Sabotage and Stand Up … [Read more...] about Reflections on the Academy Summit
Reflections on the Academy Summit
Academy Summits are always exciting! It was great to see so many friends and make new ones. In addition to the traditional Academy Summit, which started last Thursday and went through Sunday, I presented an optional training, “Core I.” Core I provides an in depth look at estate planning tax concepts. We went through estate and gift tax and the relevant income tax concepts, like step-up in basis and grantor trusts. I find it interesting how many questions I get on a daily basis from seasoned … [Read more...] about Reflections on the Academy Summit
