Archive for July, 2006

Announcing The Academy of Special Needs Planners

Sunday, July 9th, 2006

I am delighted to announce the formation of a ground-breaking organization: The Academy of Special Needs Planners.

Harry Margolis (Managing Partner of Margolis & Associates, a Boston law firm, and founder of Elder Law Answers ), Vincent Russo (Managing Shareholder of Vincent J. Russo & Assocates, a New York law firm, and past-President of The National Academy of Elder Law Attorneys ) and I have joined forces to create The Academy of Special Needs Planners (“ASNP”). ASNP is a national member organization of attorneys who are dedicated to improving the lives of people with special needs by helping them and their families plan for the future.

The Academy’s website connects families with attorneys who are experts in providing legal guidance and services that enhance the lives of their loved ones with special needs. Our new organiation offers information, education, networking and assistance to our member attorneys, to other professionals concerned with special needs planning, and to families of people with special needs.

As my co-Founder, Vince Russo, says, “Clients need attorneys who combine compassion with skilled estate planning and knowledge of the public benefits programs on which many individuals with special needs must rely.”

Educational Workshop: How to Protect Your IRA or 401(k)

Sunday, July 9th, 2006

Do you have an IRA or 401(k)?

Do you want to turn $100,000 into Millions for your children and grandchildren?

…now you can!

Due to a recent IRS ruling, you can now leave your IRA or other retirement plan to a Retirement Trust and stretch out the tax deferral for a generation or more!

We are offering two free seminars to clients, professionals and our newsletter subscribers.

Tuesday, July 18 6:30-8:00pm at the Agoura Renaissance Hotel (30100 Agoura Road, Agoura Hills)

Thursday, July 20 10:00-11:30am at the Hyatt Westlake Plaza (880 South Westlake Boulevard, Westlake Village)

Call Anna Spektor at 805-778-0600 to reserve a place for you and your guests. See you there!