American Academy of Estate Planning Attorneys Archives

Phil Keenan November 5, 2020

Academy’s Fall Summit Virtually Perfect

You want your estate planning to be handled by an attorney who stays current on the law. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education and … [Read more...] about Academy’s Fall Summit Virtually Perfect

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read More...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries