Litherland, Kennedy & Associates recently returned from the American Academy of Estate Planning Attorneys’ exclusive Spring Summit, held May 1–5 in Savannah, Georgia. This annual gathering brought together top estate planning professionals from across the country for a week of learning, collaboration, and innovation.
This year’s theme, “Reflect. Refuel. Reimagine.”, encouraged attorneys to look back on their successes, recharge their professional skills, and explore forward-thinking strategies to meet the evolving needs of today’s clients.
“Our goal is to help attorneys embrace change while staying grounded in the core principles that make their firms successful,” said Sanford M. Fisch, CEO and Co-Founder of the American Academy. “This Summit provides a space for legal professionals to learn, collaborate, and bring fresh perspectives back to their clients.”
Throughout the week, the Litherland, Kennedy & Associates team attended high-impact sessions covering the latest in estate planning and elder law. Topics included:
- Income Tax Planning for Estate Planners – essential strategies to help clients minimize tax burdens
- Now What? Predicting the Federal Tax Laws for High Net Worth Individuals – expert guidance on upcoming legislative shifts
- Becoming the Go-To Firm in Your Community – proven approaches to establishing trust and leadership in the local legal landscape
Each session offered tools to elevate both client service and firm operations.
“The American Academy of Estate Planning Attorneys creates an incredibly valuable and collaborative environment at their Summits,” said attorney Justin M. Kennedy. “Unlike the typical solo experience of online legal education, the Summits bring together a vibrant community of like-minded professionals who openly share insights and strategies. I always return with fresh ideas and renewed energy to innovate within our firm—ultimately helping us better serve our clients. It’s also a wonderful opportunity to reconnect with longtime Academy friends and build new relationships.”
Since 1993, the American Academy has been at the forefront of legal education, offering comprehensive support to estate planning firms through training, tools, and thought leadership.
Litherland, Kennedy & Associates has proudly served the Silicon Valley community for 50 years, providing trusted guidance in estate planning and elder law. As a Member of the Academy since 1998, the firm remains committed to the highest standards of legal service and innovation.
To learn more about how estate planning can benefit you and your loved ones, call us at (408) 356-9200 or visit attorneyoffice.com.
Media inquiries welcome.
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