American Academy of Estate Planning Attorneys


American Academy of Estate Planning Attorneys

AAEPA's purpose is to promote estate planning by providing its exclusive membership of attorneys with up-to-date research, educational materials, and other vital practice management techniques. Members are lawyers and law firms specializing in estate planning practice.

Organization Type:
National Trade or Professional Association
Acronym:
AAEPA
Industry:
Education, Law/Law Firms, Real Estate
Year Founded:
1993
Address:
9444 Balboa Ave.
Suite 300 San Diego, CA 92123
Telephone:
Toll Free:
Fax:
Website:
Staff:
39
Members:
Approximately 120 law firms


Financial Snapshot

 

990 information is not currently electronically available from the IRS for this organization.


990 information is not currently electronically available from the IRS for this organization.

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Alicia Durante Director, Member Services Membership ...X
Denise Ananian Manager, Accounting Services Finance ...X
Dennis Sandoval Director, Emeritus Education Education ...X
Donna Higgins Executive Assistant Administration ...X
Donna Hooper Manager, Software Development and Training Computer/Information Technology, Education ...X
Erin Laverty Mathew Associate Director, Projects and Event Planning Communications/Public Relations, Conference Committee Chair, Conventions/Meetings, Education ...X
Ijaz Rafi Web Development Manager Computer/Information Technology ...X
Ivy Atkinson Membership Consultant Human Resources, Membership ...X
Jennifer Price Chief Operating Officer Marketing, Membership, Operations ...X
Medeis Nadir Graphic Design Manager Computer/Information Technology ...X
Natalie DeGeorge Marketing Administrator Marketing ...X
Randy Harwick Technical Services Engineer Computer/Information Technology ...X
Randy Murray Technical Support Trainer and Project Manager Education, Operations ...X
Rita Chaires Director, Web and Online Marketing Services Computer/Information Technology, Marketing ...X
Robert G. Armstrong JD President Board Member, Executive Director ...X
Sanford M. Fisch JD, LLM Chief Executive Officer Chief Executive Officer ...X
Steve Hartnett Director, Education Education ...X
Susan Russel Practice Building Consultant Administration, Membership ...X
Traci Paul Manager, Operations Operations ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
20162016 Spring Boot Camp and Summit Kansas City , MO , United States The Westin Kansas City at Crown Center May 11 May 15    ...X
20152015 Fall Boot Camp and Summit San Diego , CA , United States The Westin San Diego October 14 October 19    ...X

Publications

Name 
Frequency 
Advertising 
AAEPA NewsletterquarterlyNo...X
Membership DirectoryonlineNo...X

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2019 Q3: $0
2019 Q2: $0
2019 Q1: $0
2018: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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