Media Contact

We produce a wide variety of consumer-friendly or technical resources including authored publications, industry resource materials, answers to your most frequently asked questions, legal reports and updates, key estate planning documents, and much more. We are ready to answer your questions and provide you with detailed information for your article or be a speaker for an upcoming event. Please call or email us for quick responses to your media inquiries.

The Alpern Law Firm
(330) 394-1501
information@alpernlaw.com

Attorney Jack Alpern Completes Extensive IRA Training

Posted On 7/15/2007

Warren, Ohio - Estate Planning Attorney Jack N. Alpern completed extensive training at an educational conference in Las Vegas, Nevada on July 15, 2006 sponsored by the American Academy of Estate Planning Attorneys. The Academy is a national organization promoting excellence in estate planning by providing member attorneys with up-to-date research, educational materials and other important resources.

The instructor for this training was nationally known IRA expert, Ed Slott. Slott is the author of the widely acclaimed book, “Retirement Savings Bomb… and How to Defuse It.” This conference marked the first-ever event where Slott limited participation to estate planning attorneys. This training was valuable to the attorneys in attendance, as well as consumers they work with due to the ever-changing and highly complicated issues around IRAs and other retirement assets (401k, 403b, 457, etc.) .  If an estate planning attorney’s client has a large IRA or other retirement account, the right advice can allow them to take advantage of huge opportunities in the tax code—and more importantly, the wrong advice can cause irreversible problems and cause the entire IRA balance to be taxed immediately. 

Slott focuses on educating professionals on how to save their clients large sums of money and avoid costly mistakes which would otherwise result in huge tax payments. With estate planning attorneys at the center of many critical retirement planning discussions with their clients, this type of education gives clients a higher level of confidence in the professionals they work with. Attorneys completing this training will now be listed on Slott’s website directory to help consumers and professionals alike find advisors and attorneys.

Jack Alpern believes strongly in continuing education and felt it was important that he complete this timely training. This and other Academy training conferences are beneficial to members’ clients. Participants are able to learn and apply the latest estate planning techniques to ensure clients and their loved ones have proper protection in the event of disability or death.

The Alpern Law Firm devotes its practice to estate planning matters and has helped thousands of families meet their long-term estate and financial goals. For more information about The Alpern Law Firm and its services, please call 800-307-5544 or 330-394-1505, or visit their website at www.alpernlaw.com.  Media inquiries on estate planning topics are also welcome.

 BACK TO THE NEWS