The April 2009 issue of The WealthCounsel Quarterly features articles written by 11 members of WealthCounsel on a variety of legal and practice management topics.
We want to thank the many WealthCounsel members who have taken time over the past year to demonstrate their legal competence and their commitment to professional collaboration by contributing quality articles that benefit their colleagues.
If you are a member of WealthCounsel and interested in contributing an article for the July 2009 issue, please send an email to Marlene Frith. The deadline date for submission may be found in the left column.
In addition to a compilation of articles written by attorney members, The WealthCounsel Quarterly also features staff-written content, including a message from company leadership, state forum news updates, and a calendar of education events scheduled through the remainder of the year for WealthCounsel and its sister companies, The Advisors Forum and ElderCounsel.
Legal/Technical Articles:
Moving Clients to Action in a Chaotic Economy
By: Kevin Quinn, Esq.
Madoff: What the Estate Planning Attorney Really Needs to Know
By: Robert S. Keebler, CPA, MST, DEP.
Rainmaking 101: Cross-Selling
By: Mark Powers & Shawn McNalis
Design Reports Backwards to Meet Firm Objectives
By: Mary Merrell Bailey, JD, CPA, MBA, MST, MSA
Funding: Opportunity or Profit Killer?
By: Derek Rodstrom, Esq.
Asset Protection Planning: Why Go Offshore?
By: Jeffrey R. Matsen, Esq.
Integrating Legacy Planning into Your Practice
By: Teresa Nuccio, Esq.
Why Most Families Lose Their Wealth by the Third Generation
By: Tim Voorhees, JD, MBA
The Bypass Trust: It’s not Just for Taxes Anymore
By: Kevin Kinghorn, Esq.
Business Succession Planning: How to Coordinate an ESOP Exit Strategy with an Estate Plan
By: Cory R. Lancaster, J.D., L.LM.
Valuation Discounts with Undivided Interests in Real Property
By: Brian Layman , Esq.
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these member updates!
A Message to Our Members “We are Listening”
Matt McClintock and Jonathan Mintz, Co-Executive Directors
Upcoming Events
This summary includes the education-related events from April 2009 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Events Calendar or our Educational Calendar for more information on any of these events.
Our Member Services Team Is Here to Serve You
Kelly Rees, Director of Member Serivces
The Advisors Forum
Jonathan Mintz, Executive Director of The Advisors Forum
WealthCounsel Member’s Story Chosen For Upcoming Discovery Channel TV Documentary
WealthCounsel Previews WealthDocx™ 7 at the ABA TECHSHOW® in Chicago
Articles From The WealthCounsel Quarterly Appear Online at www.TheCompleteLawyer.com
2009 Planning for the Generations Symposium
Visit the Planning for the Generations website.
State Forum News
Click here for more details and a schedule of upcoming meetings.
Jenny Ellingson, Director of Project Management & Employee Relations