WealthCounsel's Editorial Oversight Board

 

Matt McClintock, WealthCounsel's Co-Executive Director, has assembled and will lead a team of experienced, highly-regarded estate planning professionals to comprise our new WealthDocx Editorial Oversight Board. 

The Editorial Oversight Board provides a reliable mechanism through which proposed legal content of WealthDocx is vetted, either as part of the initial programming process or as part of the continuing editorial review process. The Board will provide a high degree of accountability and will be the final arbiters of the WealthDocx language. 

Matt McClintock leads and manages the Editorial Oversight Board, which presently consists of the following participants: 

  • Thomas J, Ray, Jr.
  • D. Scott Schrader
  • John R. Bedosky
  • Dan Capobianco
  • Jerry Simon Chasen
  • Dan A. Collins
  • Vito Lanuti
  • Alan Yanowitz 

  • We are presently seeking one or two additional members to complete the Editorial Oversight Board. To participate, members of the Editorial Oversight Board meet the following requirements: 

    • Actively admitted to practice in one or more states, with a practice emphasis on estate planning for a period of at least 10 years; 
    • Published author or noted editor of three or more books or scholarly articles or an active speaker, presenting 3 or more times in continuing education or other scholarly discussion on topics related to estate planning during the past 5 years; 
    • Recognized by peers as knowledgeable and influential in estate planning practice (with three recommendations);
    • Current WealthCounsel member. 
    If you are interested in participating, or if you would like to nominate a prospective member of the Editorial Oversight Board, please contact Matt McClintock at 888-659-4069, Ext. 802, or by email at matt.mcclintock@wealthcounsel.com. We would be particularly interested in participants practicing in one or more of the following jurisdictions: California, Arizona, Colorado, Texas, Ohio, Illinois, and Virginia.