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CALL FOR ARTICLES - JULY 2011

The WealthCounsel Quarterly is published January, April, July and October. It is a communication tool through which WealthCounsel members can share legal expertise with their colleagues while enhancing their professional exposure within the estate planning community. Members are invited to contribute a legal/technical article or a column on practice-building strategies for the July 2011 issue. Article length should be less than 700 words.
 
The publishing deadlines for the July 2011 issue of The WealthCounsel Quarterly are:
 
05-02-11: Submit topic idea to reserve space in the layout

06-06-11: Articles Due

To reserve space for your article in the July 2011 issue, e-mail Marlene Frith.

Roth IRA Conversion Planning in 2011 & 2012
By: Robert S. Keebler, CPA, MST, AEP (Distinguished)

Choosing the Estate Tax or Opting Out – Considerations for the 2010 Surviving Spouse
By: Michael T. Cody, J.D., CPA and Denise J. Ouellet, J.D.

Domestic Asset Protection as an Estate Planning Tool
By: Patrick Phancao, J.D.

Laser Talk
By: Mark Powers & Shawn McNalis, Atticus, Inc.

The Power of Stories in Estate Planning
By: Jeffrey Bedell, J.D.

The Gratitude Effect
By: Peggy Hoyt, J.D. and Deborah E. Roser, J.D.

Estate Planning Issues Following Divorce
By: Charlene L. Usher, Esq.

How to Thrive in the Under $5 Million Estate Market
By: Philip J. Kavesh, J.D., LL.M. (Tax), California State Bar Certified Specialist in Estate Planning, Tax and Probate Law, ChFC, CFP®

How Do You Eat a Marketing Elephant? One Revenue Source at a Time!
Designing a Focused and Goal-Oriented Marketing Plan
By: Vincent E. Bonazzoli, J.D.

The Psychiatric Advance Directive: An Often Overlooked but Important Incapacity Planning Tool
By: Suellen Fagin-Allen, JD, NCC, LMHC

Client Appreciation: A New Spin on a Familiar Idea
By: Rosemary J. Frenza, J.D.

The following articles are included in the newsletter. Download the full newsletter to read these updates!

Are You 100% Satisfied with Your Membership?
Matt McClintock and Jonathan Mintz, Co-Executive Directors

Upcoming Events
This summary includes the education-related events from April 2011 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Educational Calendar for more information on any of these events.

Continuing the Engagement: An Alternative to the “Disengagement Letter”
By: Lewis W. Dymond, Jr., J.D., WealthCounsel Principal and Senior Faculty Member

Experience the Extraordinary Learning Environment at the 2011 Planning for the Generations Symposium

Practitioners Use Data from WealthCounsel’s Industry Trends Survey as Web Content to Attract Client Business

All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly.