Leading Silicon Valley estate planning and elder care law firm Litherland, Kennedy & Associates was invited to attend one of the nation’s premier legal educational conferences held in San Diego, California from November 3 – 6, 2022. The American Academy of Estate Planning Attorneys hosted their 29th annual Fall Summit, which included attendees from over 90 qualified estate planning law firms around the country.
The American Academy of Estate Planning Attorneys is committed to providing cutting-edge legal education and practice management tools to transform the way their Member attorneys practice law. The Fall Summit is geared towards creating an environment for attorneys to grow personally and professionally, with the focus of the Fall Summit being Refresh and Reset: Academy Systems and Workflows. “It is incredibly important that our Members have a strong foundation for their law firms so they can operate efficiently. This event we focused on the power of systems and incorporating mindful leadership in order for law firms to help their clients create a lasting legacy,” said Sanford M. Fisch, CEO and co-founder of the American Academy.
Academy Co-Founders, Robert Armstrong and Sanford M. Fisch, kicked off the Summit on Thursday with a keynote address focused on management styles and employing effective leadership skills. Litherland, Kennedy & Associates Attorneys Justin M. Kennedy and Maggie A. LaBranch-Gonzales also received training on the newest developments in estate planning and elder law during the sessions: Practical Ethics for the Estate Planning Attorney, International Estate Planning Issues, Understanding and Leveraging New Technology, Demystifying Medicaid and Medicaid Compliant Annuities, and IRAs and Retirement Plans: What You Need to Know.
Justin M. Kennedy said, “This year we took a larger group of our team to the Academy Summit as they were hosting educational sessions on updates in estate planning, Medi-Cal planning, retirement account planning, tax planning, as well as trust and estate administration. By having the most up-to-date legal education, the Academy Summits provide us with the legal knowledge and practical resources to best represent our clients. Additionally, the connections that we made and reinforced with other Academy members were invaluable.”
Litherland, Kennedy & Associates has devoted its practice to estate planning and elder law matters for more than 35 years and has been a Member of the American Academy of Estate Planning Attorneys since 1998. Litherland, Kennedy & Associates is one of only two firms in Santa Clara County to be admitted to Academy Membership. The firm has helped thousands of clients meet their estate planning goals and pass on lasting legacies to their loved ones. To learn more about how you can achieve your estate planning goals, please call (408) 356-9200 or visit www.attorneyoffice.com. Media inquiries on estate planning topics are also welcome.
- Meet Anastasios G. (A.G.) Konstantin - February 21, 2024
- Sidestep Probate and Reap Additional Living Trust Benefits - February 16, 2024
- There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan - February 1, 2024