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About the American Academy of Estate Planning Attorneys

HISTORY OF THE ACADEMY

The American 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 advisors.

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.

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.

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