Larry Deason and Robert Way attend educational conference in San Diego, CA.
Estate Planning Attorneys, Larry Deason and Robert Way of the Deason Law Firm recently attended the American Academy of Estate Planning Attorneys educational conference in San Diego, CA. Because the Deason Law Firm is committed to providing it’s clients with the highest quality estate planning services, both Deason and Way attended the following sessions: Planning for Parents, Siblings and Others, Trust Administration, Family Limited Partnerships and the benefits of using Legacy Wealth Planning techniques. “Our firm has always focused on families passing on their financial wealth to their loved ones but we’ve seen clients overlook the passing of non-financial wealth such as family values, traditions and heritage,” says Deason. “We believe that with Legacy Wealth Planning, families can fulfill their desire to distribute assets, as well as their own inspiration, values and wisdom.”
For more information about the Deason Law Firm, visit online at www.deasonlaw.com or call 928-783-4575, Estate Planning… It’s What We Do!
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American Academy Awards Fellow Designation to Lawrence L. Deason
The American Academy of Estate Planning Attorneys announced that Estate Planning Attorney Lawrence L. Deason of the Deason Law Firm has been awarded the Academy Fellow designation. The Fellow program recognizes Academy Members who demonstrate advanced expertise and significant practical experience in the total estate planning, trust, tax planning, guardianship, probate and estate administration fields.
ESTATE PLANNING NEWS Planning to Benefit Non-Traditional Beneficiaries Traditional estate planning strategies are not always available to people who have non-traditional beneficiaries, but here is a strategy that can only be used for non-traditional beneficiaries. These beneficiaries include unmarried domestic partners, same-sex married couples, nephews and nieces, and friends. This article examines the use of a Grantor Retained Interest Trust (GRIT), which is not available for traditional "members of the family", as a strategy to help plan for non-traditional beneficiaries.
ESTATE PLANNING NEWS Planning Opportunities in a Down Market Every dark cloud has a silver lining, including uncertain economic times. This article examines unique estate planning opportunities that are available during a down economy. Tax savings by converting an IRA to a Roth IRA at a lower value, and transferring shares in a family business at diminished asset values are two strategies reviewed.
EDUCATIONAL ALERTS Recent Law Changes of Note to Financial ProfessionalsThis Alert examines changes the recent expansion of FDIC insurance coverage and how it applies to accounts in revocable trusts. The Alert also examines how the extension of the allowance of the IRA “charitable rollover” can help your client achieve their philanthropic and tax goals.
Critical New Privacy Regulations Impact You and Every Member of Your Family In April 2003 the U.S. Department of Health and Human Services issued final regulations regarding the privacy provisions of the Health Insurance Portability and Accountability Act, commonly known as "HIPAA."
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