Academic Fall Summit is practically perfect


It is important to keep up to date with 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. Some jurisdictions do not require any continuing legal education at all. Those states that require continuing legal education typically require about 12 hours per year. The American Academy of Estate Planning Lawyers requires its members to earn three times the equivalent of 36 hours annually. Furthermore, the Academy’s requirements can only be met through courses in estate planning, taxation, seniors law, and ethics. State CLE requirements do not require a lawyer to have hours in their field. The academy’s stringent continuing education requirements ensure that its members are up-to-date and up-to-date.

In addition to monthly continuing education, the Academy holds two semi-annual summit conferences each year. At these conferences, members learn about estate planning, seniors law, and taxation, as well as practice management techniques. Because of the pandemic, this fall’s summit was held via Zoom technology, just as the spring summit was held. We had several speakers, including national expert Professor Sam Donaldson from Georgia State University. Professor Donaldson gave a great update on federal taxes as well as exploring the ins and outs of the rules for Grantor Trusts.

In addition to Professor Donaldson and the other speakers, I gave two presentations at the summit. One of the presentations was a lively interactive presentation called “Quiz Show”. In that session, we explored a variety of topics, from international estate planning to taxes. The other view looked at “different distributions for different outcomes”. This presentation explored how distributions to beneficiaries are structured differently depending on what you expect their situation to be.

Things change quickly in today’s fast-moving environment. Continuing education like this allows members of the American Academy of Estate Planning Lawyers to stay abreast of the latest developments in the law so that they can better meet the needs of their clients.

It was great to meet with my colleagues at the academy for learning and camaraderie as we stay on the cutting edge of estate planning and seniors law. Make sure the attorney you choose for estate planning and seniors law stays up to date with continuing education as members of the academy.

Stephen C. Hartnett, JD, LLM
Education Manager
American Academy of Estate Planning Lawyers, Inc.
9444 Balboa Street, Suite 300
San Diego, CA 92123
Phone: (858) 453-2128
www.aaepa.com

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