It’s important to stay current on the latest developments in your field. This is just as true in Estate Planning and Elder Law as it is in other areas of law, or life in general. A few jurisdictions don’t require any continuing legal education at all. Those states requiring continuing legal education typically require about 12 hours per year. The American Academy of Estate Planning Attorneys requires its Members to earn three times as much, 36 hours annually. Further, the Academy’s requirement … [Read more...] about Academy’s Fall Summit Virtually Perfect
The Academy’s 25th Anniversary Spring Summit recently concluded. The event was amazing! There were numerous great sessions on marketing, practice management, and technology for the law office. The keynote speaker, James Farrell, from the Arbinger Institute, spoke about how changing your mindset to a more outward mindset leads to success and happiness. An outward mindset takes into consideration the impact of your actions on others and the needs of the organization as a whole. The Academy will … [Read more...] about Academy Event in Las Vegas Hit the Jackpot!
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 … [Read more...] about Academy Event in Las Vegas is No Gamble
I just returned from the American Academy’s Spring Summit event in Indianapolis, Indiana. It was great to see old friends and to make new ones! At the Summit event in Indianapolis, I was particularly impressed by all the learning going on. Members were learning substantive law, practice management, marketing, ethics, and many other topics. As I’ve written before, learning really is a lifelong process. At the recent Academy event, members heard from many prominent speakers. Craig Reaves, … [Read more...] about Racing to Success in Indy
The Academy is often known for its innovative practice building systems and cutting edge software. However, another unique characteristic of Academy membership is our annual Continuing Legal Education (CLE) requirement. The Academy holds its legal education requirement for membership to a very high standard. Not only are our members cutting edge in their businesses, they are focused in keeping their education current and specific to their practice areas. State bar CLE requirements vary state to … [Read more...] about Academy’s Continuing Legal Education is a Distinct Achievement
If you are planning on giving a presentation for Continuing Education (CE) or Continuing Legal Education (CLE), don’t forget to double check your to do list… before and after your presentation. Most states require a 60-day timeframe for course approvals, however, some require 90 days. It’s best to go online for your state to see what their requirements are. This will depend on the designation you are submitting for CE or CLE. Here are some basic guidelines to submit for CE and CLE: Before … [Read more...] about CE Providing Attorneys: Double Check Your List
Strict privity of contract used to be the rule in estate planning cases. In other words, only the client could claim that the estate planning attorney had been negligent in planning their estate. Obviously, this severely limited malpractice actions against estate planning attorneys. Over the years, the number of states adhering to the doctrine of strict privity of contract has been on the decline. Now, an ever-shrinking minority of states, allows estate planning attorneys to be insulated … [Read more...] about The Incredible Shrinking Privity Doctrine