American Academy Awards Fellow Designation to Gerald M. Dorn

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 Link to the FDIC Website
Following is a link to the FDIC website discussion of the insurance on living trust accounts. Per the Example given the FDIC seems to agree with Rupe's caluclation. FDIC website

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 Anderson, Dorn & Rader, Ltd. Offer a Revolutionary NEW Estate Planning Method
RENO, NV- Traditional "bare bones" estate planning has focused primarily on what happens after death and usually passes on financial wealth outright with no conditions or safeguards. Today's American families are realizing that these outdated, traditional estate planning methods are failing them and their families, and they are wanting a more holistic approach to deal with today's real life issues. Those issues include divorce (especially their children's divorces), second marriages after the death of a spouse, creditor concerns and passing on family traditions and values that have been overlooked in traditional estate planning. Any one of these can wipe-out an entire inheritance in one generation.

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  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.

  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.

  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 Northern Nevada accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

BRYCE L. RADER BECOMES MEMBER IN THE ACADEMY OF SPECIAL NEEDS PLANNERS.

As advocates for those with special needs, we understand the total dedication and unconditional love of those involved in the lives of family members with special needs. Without effective estate planning to address special needs concerns a Special Needs Child may lose eligibility for public and/or private assistance programs. Attorney Rader has a wealth of experience, compassion and information he can share with you.


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New Attorney on Staff with Anderson, Dorn & Rader, Ltd.

We are pleased to announce the addition of Attorney Russel J. Geist to the law firm.
Mr. Geist is licensed in both Nevada and Texas. Attorney Geist has a Master of Laws degree in Taxation and comes to us with a passion for helping individuals and families achieve solid estate and tax plans. Anderson, Dorn & Rader, Ltd. has helped thousands of clients to prepare for all of life’s contingencies with well drafted, fully implemented and eventually administered Estate Plans.

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ESTATE PLANNING NEWS
 What’s in a Word?
The article examines how George Carlin's comedy shows that the use of words can be important. The article looks at why that is also true in estate planning.

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ESTATE PLANNING NEWS
 Same-Sex Marriage Confusion
This article examines the impact of California’s landmark decision to allow same-sex marriages for both state and out-of-state residents. It clarifies the impact that this decision has on out-of-state residents and what responsibilities other states have of recognizing same-sex marriages performed in California.

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CLIENT NEWSLETTERS
 Your Estate Matters Newsletter, Vol. 13.2

Articles included in this issue:

• Preserving Your Family’s Legacy
• Age Discrimination
• When Bad Things Happen to Good Pets
• What’s In a Legacy?
• Important Adjustments to Your Estate Plan
• Is It Ever Too Early. . .
• No Matter Who Wins. . .
• Winning Recipe
• Healthy Mattresses

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EDUCATIONAL ALERTS
 Tax Court Issues Favorable Family Limited Partnership Ruling!
In a recent decision, the Tax Court sided with the taxpayer in a case involving a Family Limited Liability Company and a transfer near death.

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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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 SPECIAL REPORT
Estate Tax Repeal
Americans everywhere have been bombarded with radio reports and newspaper articles discussing the possible repeal of the infamous estate tax. On May 26th, 2001 both houses of Congress passed the Economic Growth and Tax Relief Reconciliation Act of 2001, which we refer to as the Act. The final ingredient required to make the Act a formal law was President Bush's signature on the appropriate papers, which occurred on June 7, 2001. Our Consumer Alert explores the nuances of the new Act, and reveals what the changes in law really mean.

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