Philip V. Keenan Named as Estate Planning Law Specialist

Phil Keenan has been newly certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners & Councils. His office is with AMBLER & KEENAN, LLC in Denver, CO.

  American Academy Mentioned in Money Magazine!

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

  Ambler & Keenan Receives Top Rating from LexisNexis Martindale-Hubbell

Ambler & Keenan, LLC. has been acknowledged by LexisNexis® Martindale-Hubbell® with the highly valued AV Peer Review Rating and Bar Register icon. This is one of the most sought after ratings and symbols in the legal profession. Only 5% of all law firms in the U.S. qualify and are listed with such a rating. The AV rating is a combined rating that includes both legal ability and ethic standards.

  American Academy Recommended by Nationally Syndicated Talk Show Host

The John Tesh Radio Show recommended the Academy as a resource for finding an estate planning attorney. The segment focusing on money and finance originally aired in September 2007 and was repeated in December 2007. Mr. Tesh recommended that listeners go to the American Academy of Estate Planning Attorney’s website to find a qualified estate planning attorney in their area. The Academy website is also recommended on his site.

The John Tesh Radio Show airs on 260 stations across the United States and Canada with an audience of over 8 million listeners. John Tesh is known as a popular television host, singer and syndicated talk show host.

  New Second Parent Adoption Information

Be sure to visit our 2nd Parent Adoption page to learn more about this new legislation.

  American Academy Mentioned in Money Magazine

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the greater Denver area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

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Ambler & Keenan, LLC sends out FREE monthly e-alerts on important estate planning updates, upcoming seminars and company news. If you would like to receive our complimentary e-alert each month, click here to sign up now!

 Have Ambler & Keenan, LLC Speak to Your Business or Organization

Are you interested in a presentation for your business or organization? We offer FREE educational seminars to non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community. A few of the groups we have presented to include USAA Trust Department, Farmers Insurance, Merril Lynch, Colorado Business Counsel and more! To discuss scheduling a presentation for your organization, please call 303-407-1542 or email info@ambler-keenan.com.

MORE INFO

ESTATE PLANNING NEWS
 IRS Clamps Down on Wesley Snipes and Other Tax Protesters
444 words. This article highlights the recent trial of Wesley Snipes on criminal tax protester charges and transitions into a discussion of the fraudulent promotion of trusts, such as "pure trusts," "constitutional trusts" and "common law trusts" as a purported means of avoid income taxation. The article concludes by recommending that the consumer consult with a knowledgeable estate planning attorney for the preparation of their trust and estate plan.

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ESTATE PLANNING NEWS
 Death and Tragedy
423 Words. The article looks at the tragedy of family disputes and how to avoid them.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 13.1

Articles included in this issue:

• The Value of Your Treasures
• There’s Nobody Home
• What is Probate – and Should You Care About It?
• Home $weet Home
• What’s in a Legacy?
• Uninsured in America
• To Have or Not to Have?
• For Best Results Exercise Early

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EDUCATIONAL ALERTS
 Two Rulings of Interest on Retirement Assets PLR 200807025 and PLR 200811028
This Alert examines several private letter rulings in which the Service examines the complicated area of beneficiary designations for qualified plans and IRAs.

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EDUCATIONAL FYIs
 Article on Family Caregivers
The Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.

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