WHY ACADEMY MEMBERS
ARE UNIQUE
Focusing on Estate
Planning. Members of the Academy concentrate their law practices in the area
of estate planning and reinforce their expertise daily by dedicating their efforts
to clients concerned with preserving what they have accumulated for future generations.
Professional Legal
Training. Academy members receive on-going training specific to the field of
estate planning to ensure that their legal knowledge and techniques are based
on the latest information and resources.
Access to the Latest
Information. As part of membership, Academy members receive continuous updates
on federal and state rulings to ensure that your estate is managed accurately
and according to current laws and regulations.
Nationwide Membership.
Members of the Academy have offices throughout the U.S. and in most metro areas.
EXCEEDING YOUR
EXPECTATIONS IN ESTATE PLANNING
As a client of
an Academy-accredited attorney, you will receive a superior level of estate
planning assistance. Here are a few reasons why.
Work with attorneys
who specialize in estate planning. To maintain membership, attorneys must complete
36 hours of continuing legal education each year. This education provides Academy
members with the latest knowledge on critical estate planning issues.
Have your estate
plan and your financial plans coordinated. Academy members recognize the importance
of coordinating your estate and financial goals. Members can work as a team
with your financial advisors.
Get timely information
on estate planning issues. Mail and email contact to provide timely updates
on changes in the law and regulations affecting estate planning, as well as
money-saving estate planning strategies.
Attend seminars on estate planning
topics. As recognized experts in the field of estate planning, Academy members
regularly conduct seminars in their local areas to inform and educate consumers
and financial advisors on estate planning issues.
Receive special
reports on late-breaking estate planning news. Regularly published consumer
alerts provide timely, accurate hot topics in estate planning such as the latest
changes to our estate tax laws.
PRESERVING YOUR
WEALTH WITH ESTATE PLANNING
Academy members
offer guidance and advice to their clients in every area of estate planning.
This list offers a sampling of these services.
- Wills. Prepare a Will or other document to outline your wishes.
- Trust administration.
Create a Living Trust customized to address all of your family's unique needs,
and receive guidance when a family member passes away.
- Estate planning.
Receive consultation and planning to ensure that your estate is distributed
according to your wishes.
- Special needs and divorce protection. Protect loved
ones and get informed advice on these important estate planning issues.
- Long-term health care. Make sure you have properly outlined necessary health care instructions.
- Creditor protection.
Find out how you can protect your estate and your heirs.
- Structured buy-out
plans. The plan you create for your children to sell land and assets.
- Retirement planning.
Ensure that your tax-deferred accounts are properly structured to give your
family the greatest tax advantages possible.
- Probate assistance.
Get the assistance you need when someone with or without a Will passes away.
- Asset protection.
Receive guidance on protecting your legacy.
- Updating documents.
Ensure that your affairs are in order with regular estate reviews. Amend or
restate your existing estate plan to ensure its effectiveness.
- Tax planning.
Preserve your wealth and reduce taxes with proper planning.
- Advanced planning.
Get assistance with matters such as Family Limited Partnerships, Irrevocable
Life Insurance Trusts, and Charitable Remainder Trusts.
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