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CALL FOR ARTICLES - January 2012

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 January 2012 issue. Article length should be less than 700 words.
 
The publishing deadlines for the January 2012 issue of The WealthCounsel Quarterly are:
 
11-07-11: Submit topic idea to reserve space in the layout

12-05-11: Articles Due

To reserve space for your article in the January 2012 issue, e-mail Marlene Frith.


Legal/Technical and Practice Management Articles

The WealthCounsel Quarterly

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.

Most Compelling Opportunities Now Webcast

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

Industry Trends Survey

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.