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Local Law Firm Staff Completes Exclusive Estate Planning Conference In San Diego

Posted On 10/19/2009

Employees of local estate planning law firm, McIntyre Law Group, recently completed a weekend of intense training at the annual fall summit of the American Academy of Estate Planning Attorneys in San Diego. Attorney Nathan T. McIntyre, operations manager Christine McIntyre, paralegal Ashley Wallace, and marketing director Steven Sabel attended the national conference to receive important updates and specialized training in the very latest in estate planning practices. The three-day conference included advanced training in estate planning tools in a low interest rate environment, special needs estate planning, pet needs estate planning, funeral trusts, asset protection strategies for high-risk occupations, advanced trust administration, and more.

 

“The modern practices in estate planning options are always changing, and it is so important for our staff to stay on top of those changes. Attending nationally recognized educational conferences provides opportunities to benefit from multiple days of intense training in the latest estate planning strategies available, which our firm can then pass on to our clients,” said McIntyre.

 

The American Academy of Estate Planning Attorneys is the premier national educational organization that promotes excellence in estate planning by providing member attorneys with research and vital updates in estate planning, tax law and business law.

 

McIntyre Law Group is based in Redlands and devotes their practice exclusively to estate law, probate law, and elder law planning. These areas of the law are commonly undergoing changes as the Baby Boomer generation matures to retirement, life expectancy continues to increase, economic variables become unpredictable, and political climates shift at the national level.

 

“Ensuring that I am on the cutting edge of planning techniques and able to serve my client’s needs during these changing times is a top priority for me and my staff,” McIntyre said.

 

Additional training at the conference focused on the growing number of problems estate planning attorneys have to fix for clients who used online “do-it-yourself” legal sites to prepare faulty documents, the ever-growing need to secure electronic assets, and the importance of registering with medical record information companies such as Docubank.

 

“The information age and technological advancements are also changing the way we must handle modern estate planning.  The Internet and computer technology create many new facets that must be looked out for. It is important to stay on top of these ever-changing aspects of our lives,” said McIntyre.

 

McIntyre Law Group has devoted its practice to estate planning matters with the goal of helping families meet their long-term financial and non-financial goals. The local law firm has helped thousands of people avoid the perils of probate, undue estate taxes, and poor planning practices. For more information about setting up an effective estate plan to protect your family and pass on your legacy; or for information about McIntyre Law Group and its services, please call (866) 669-9266 or visit www.mcintyrelawgroup.com.

 

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