Legal/Technical and Practice Management Articles
Minimizing the Risks Associated with Strategic Relationships
By: Kristin Yokomoto, MBA, J.D., LL.M.
Blood & Money: Why Families Fight Over Inheritance
By: P. Mark Accettura, J.D.
Characteristics and Benefits of a Wyoming Private Trust Company
By: M. Jason Majors, J.D., LL.M. & Tassma A. Powers, J.D.
Make the Most of Your Marketing During the Holidays
By: Mark Powers & Shawn McNalis, Atticus, Inc.
Carpe Diem (Seize the Day)
By: Kevin D. Quinn, J.D.
The Importance of a Health Care Directive
By: Olga Álvarez, Esq.
Great Lawyers Don’t Always Make the Best Businessmen!
By: Philip J. Kavesh, J.D., LL.M. (Tax), California State Bar Certified Specialist in Estate Planning, Tax and Probate Law, ChFC, CFP®
Testamentary Charitable Lead Annuity Trusts
(A Brief Overview)
By: Sean R. Kenney, J.D.
Practice Tip: Catering to an Aging Population
By: David A. Wells, Jr., Esq. and Jack W. Benge
Can a Charitable Lead Annuity
Trust Own Life Insurance?
By: Alan R. Jahde, J.D., LL.M.
Member Updates
The following articles are included in the newsletter. Download the full newsletter to read these updates!
Getting Together with Old Friends and New
Matt McClintock and Jonathan Mintz, Executive Directors
Upcoming Events
This summary includes the education-related events from October 2011 for WealthCounsel, ElderCounsel, and The Advisors Forum. Go to our Educational Calendar for more information on any of these events.
Social Media Survey Provides Insight into Members’ Practices
“Creating Lasting Legacies” Campaign Promotes Estate Planning Awareness
All Members Are Urged to Participate in the 5th Annual Industry Trends Survey
Save the date for our new live course offering coming this Fall to a city near you! Click here to download a flyer about "How to Build a Recession-Proof Practice" or register online.
All WealthCounsel members have the right to reprint articles from The WealthCounsel Quarterly.

