Legal/Technical and Practice Management Articles
An Overview of Battley v. Mortensen: The End of Domestic Asset Protection Trusts?
By: Jennifer L. Moccia, J.D., LL.M.
Transferring Literary Rights to the Next Generation: Draft Carefully
By: Doug Welty, J.D.
Statutory Right to Name a Guardian
By: Martha J. Hartney, Esq.
The Marketing Assistant: What Do Great Marketers Know That You Don’t?
By: Mark Powers & Shawn McNalis, Atticus, Inc.
Consider Digital Estate Planning Services For Your Clients
By: Scott R. Zucker, J.D.
Succession Planning and the Family Farm
By: Todd N. Hallock, J.D. and Sara Nelson Hallock, J.D.
Misconceptions and Misunderstandings About the Estate Tax Exclusion
By: Randall H. Borkus, MS, J.D., LL.M./Tax
Ins and Outs of Trusts
By: Gary B. Garland, J.D., CELA
Dealing with Addiction: The Estate Planner’s Role in Helping
Families Heal
By: R. Scott Corey, J.D.
The Peter Principle – Alive and Well
By: Peggy Hoyt, J.D., M.B.A.
Physicians Beware: The Buy-Sell Agreement and the Damages of its Absence in a Medical Practice
By: Patrick Phancao, J.D.
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these updates!
New Year, New Opportunities
Matt McClintock, J.D. and Jonathan A. Mintz, J.D., Executive Team, The WealthCounsel Companies
Upcoming Events
This summary includes the education-related events from January 2012 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Educational Calendar for more information on any of these events.
Coming Soon: The WealthDocx® Winter 2012 Enhancement
Announcing the GunDocx™ Trust & Legacy Planning System
Creating Legacies: What’s Your Story?
Participation in Annual Industry Trends Survey Increased by 30 Percent.
You Asked. We Listened. New Member Logos Now Available
All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly.