White Peterson attorney Bill Nichols, was invited to attend one of the nation’s premier legal educational conferences held in San Diego, CA 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. Bill 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.
Upon returning from the Summit, Bill reflected, “Attending Academy Summits empowers me with the tools I need to continuously improve my legal practice, and ensure that I am able to best represent my clients’ interests by having the most up-to-date knowledge and education in this area of legal expertise. These benefits extend to the ways in which I interact with our clients, as I find new ways to connect with those we serve.”