HAPPY HOLIDAYS
from the American Academy of Estate Planning Attorneys!
Download Our Brand New Legal/Technical Training Sessions

To show our gratitude, we are gifting you three new educational training sessions from our 2022 Fall Summit!

IRAs and Retirement Plans: What You Need to Know
This session will examine various issues that arise when clients, their assets, or their beneficiaries are from a different country or in a different country. Speaker: Stephen C. Hartnett, J.D., LL.M., Director of Education, American Academy of Estate Planning Attorneys

Foundations of Trust Administration
This presentation will explore the fundamentals of Trust Administration, including the roles and responsibilities of the trustee in Trust Administration. It will also examine the rights of beneficiaries. Speaker: Tereina Stidd, J.D., LL.M., Associate Director of Education, American Academy of Estate Planning Attorneys

International Estate Planning Issues: Planning for Clients, Beneficiaries, and Assets Beyond Your Backyard
This CE program is designed to enable Members to educate centers-of-influence on planning for IRAs and retirement plans after the passage of the SECURE Act and its regulations. This session is designed for developing relationships with centers-of influence, bringing in new clients, and helping existing ones.

These holiday gifts will only be available until the end of the year. We hope that you find these training sessions to be educational, empowering, and full of practical solutions that you can implement when designing plans for your clients.

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.