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HISTORY
OF THE ACADEMY
The American
Academy of Estate Planning Attorneys was established in 1992 by
Armstrong & Fisch, one of the most successful estate planning law
firms in the country. After providing two decades of superior estate
planning guidance or advice to thousands of legal clients, the firm
decided to share their methods and practices with attorneys nationwide.
Through the formation
of the Academy, attorneys throughout the United States can now access
and provide the original Armstrong & Fisch model of practice. Academy
members receive education, as well as legal instruction and guidelines
to empower them to provide superior estate planning services.
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Why Academy Members Are Unique
Focusing in Estate Planning. Members of the Academy concentrate their
law practices in the area of estate planning and reinforce their knowledge 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 are available throughout
the U.S. and in most metro areas.
Superior client care.
In addition to providing the highest level of estate planning expertise, Academy members offer expanded customer care services such as in-home consultations, which raise the expected standard of legal professionalism.
Work with attorneys who focus on 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 in coordinating both your estate and financial goals together. Members can work as a team with your existing 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.
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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