OF THE ACADEMY
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.
For over 16 years, the Academy has been a highly-regarded and sought-after resource for attorneys and consumers alike, and has been recognized by Consumer Reports, Suze Orman in her book, 9 Steps to Financial Freedom and numerous times by Money Magazine.
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 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.
Nationwide Membership. Members of the Academy are available
throughout the U.S. and in most metro areas.
Superior client care. Most Academy members offer expanded
client care services such as in-home consultations, in order to meet the needs
of each particular client.
Work with attorneys who focus on estate planning. The American
Academy of Estate Planning Attorneys encourages consumers to refer to the member listing located at (www.aaepa.com)
to see if an Academy member has completed this continuing education.
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
Attend seminars on estate planning topics. As educators in
the field of estate planning, most 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
- 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
- Advanced planning. Get assistance with matters such as
Family Limited Partnerships, Irrevocable Life Insurance Trusts, and Charitable
Disclaimer: The Academy is a membership organization of estate
planning attorneys and provides educational and practice management resources
to members. The Academy is not engaged in rendering legal, accounting, or other
professional services. An Academy member is not an employee nor an agent of
the Academy. The Academy does not certify or test the competency of any attorney
who is a member of the Academy.