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Effective URL: https://training2.aaepa.com/2021eoy-1
Submission: On December 16 via api from US — Scanned from DE
Effective URL: https://training2.aaepa.com/2021eoy-1
Submission: On December 16 via api from US — Scanned from DE
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Happy Holidays from the American Academy of Estate Planning Attorneys! Download Brand New Training Sessions from our recent 2021 Fall Summit. It's our gift to you! ETHICS OF REPRESENTING CLIENTS WITH DIMINISHED CAPACITY SPEAKER: NANCY MAURER, PROFESSOR OF LAW, DIRECTOR OF FIELD PLACEMENT CLINIC, ALBANY LAW SCHOOL PLANNING FOR THOSE WITHOUT A TAXABLE ESTATE SPEAKER: STEPHEN C. HARTNETT, J.D., LL.M., DIRECTOR OF EDUCATION, AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS QUIZ SHOW: SOLUTIONS TO COMMON ESTATE PLANNING QUESTIONS SPEAKER: STEPHEN C. HARTNETT, J.D., LL.M., DIRECTOR OF EDUCATION, AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS BONUS SESSION - NURTURING RELATIONSHIPS WITH ONLINE MARKETING SPEAKER: GYI TSAKALAKIS, ATTORNEY SYNC, A DIGITAL MARKETING AGENCY First name* Last name* Email* Phone* City* State* Zip Code* SESSION DETAILS Session: Ethics of Representing Clients with Diminished Capacity Speaker: Nancy Maurer, Professor of Law, Director of Field Placement Clinic, Albany Law School Topic: This session will address some of the ethical questions a lawyer may face when representing a client with questionable capacity. Session: Planning for Those Without a Taxable Estate Speaker: Stephen C. Hartnett, J.D., LL.M., Director of Education, American Academy of Estate Planning Attorneys Topic: In some ways planning for a client without a taxable estate is easier. In some ways it’s just as difficult. Join Steve as he walks through scenarios of clients without a taxable estate and possible drafting strategies to meet their needs. Session: Quiz Show: Solutions to Common Estate Planning Questions Speaker: Stephen C. Hartnett, J.D., LL.M., Director of Education, American Academy of Estate Planning Attorneys Topic: Join Steve as he walks through common scenarios and their solutions. We’ll look at taxable estates, non-taxable estates, funding issues, and even Medicaid issues. BONUS SESSION: Nurturing Relationships with Online Marketing Speaker: Gyi Tsakalakis, Attorney Sync, A Digital Marketing Agency Topic: Hear what’s working now in the areas of email marketing, local SEO, community link building, online reviews, Google My Business and more. If you have any questions or would like to speak with someone about our upcoming training events or Membership, please feel free to email questions@aaepa.com. Become a Member Work With a Member * About Us * Company Info * Our Team * Legal Notice * Sitemap * Explore Our Services * Software * Events * Web And SEO * Legal Education * Coaching * Marketing KEEP IN TOUCH * Mon-Fri * 9444 Balboa Ave. Suite 300 San Diego * (800) 846-1555 * info@aaepa.com * * * * * * © 2021 American Academy of Estate Planning Attorneys, Inc.